Join us

Did you hear us on NPR’s Planet Money Summer School Guppy Tank? We’re so glad you are here.

Imagine this: if you or a loved one suddenly gets sick or passes away, what is left behind?

  • Are your accounts organized?

  • How about that old 401K or the timeshare you bought decades ago?

  • Does your family know how you pay your monthly electric bill?

  • Has the story of your grandma's wedding band, and who you want to receive it, been documented?