ReadyWhen

ReadyWhen helps legal, financial, and insurance professionals work with clients to organize estate information and make it easier for trusted people to find when needed. Through its professional portal, practitioners can set up client accounts, upload documents such as wills, property records, tax information, and insurance, send intake forms, and communicate with clients using built-in messaging. They can also add staff to help prepare and upload records, and access the client teams they belong to from one place. Clients can use ReadyWhen to organize assets, legal documents, health information, and digital accounts, and share selected information with family members, executors, and professionals through Teams. ReadyMode can provide designated people with view-only access and the specific memories, immediate actions, or arrangements the client has assigned when it is activated. ReadyWhen is designed for estate and legacy planning, not for creating legal documents or providing legal advice.

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