If you were suddenly unavailable,
would your family know what to do -
or where to start?
Not just legally. Practically.
Would they know:
-Where the accounts are?
-How to access them?
-Who to call?
-What to do first?
Right Now, Your Plan Still Depends on You
If something happened tomorrow, someone would have to:
- Search for accounts, policies, and documents
- Try to access them, likely without your passwords or instructions
- Figure out who your advisors are, if you use them
- Decide what needs to happen first - under pressure
That’s where even good planning breaks down.
The rest of the family experiences:
- Friction
- Missing information
- Time pressure
- Emotional stress
The question isn't whether you've planned.
It’s whether someone else could easily step in and carry out the plan.
And the risk isn't theoretical...
It's not about if something will happen someday.
It's about what happens when it does - it how challenging things get for your family.
The problem isn't what you've planned -
It's what someone else can actually use.
Guidepost turns what you’ve already put in place into something your family can follow.
- A clear picture of what exists
- Simple, guided access to key information
- A step-by-step path for what to do next
So they're not left guessing when it matters most.