The people, plans and little things that help you look after each other.
R
Ruth
Grandmother · 74 · Ready
D
Dan
47 · Needs attention
P
Priya
45 · Needs attention
L
Leo, 14
Added by Priya · No sign-in
Family
J
Juniper
The family dog
Family
HomeDirectoryQuick Contacts
Mom’s attorney: Hal Brenner
Spare key with the Okekes, no. 12
01 · A person, not a pile of papers
When it matters, it’s all in one place.
Most families keep this in one person’s head. Place Setting keeps it where everyone can find it.
Place SettingExample
A place for everyone
The Calloways
The people, plans and little things that help you look after each other.
R
Ruth
Grandmother · 74 · Ready
D
Dan
47 · Needs attention
P
Priya
45 · Needs attention
L
Leo, 14
Added by Priya · No sign-in
Family
J
Juniper
The family dog
Family
HomeDirectoryQuick Contacts
Family Directory
R
Ruth Calloway
OverviewContactsDocumentsReadiness
In my own words
“I’d like Dan to make medical decisions if I can’t.”
A note from Ruth
Who to call firstDan, then Priya.
Where the originals areWith Hal Brenner, my attorney.
Family Directory
R
Ruth Calloway
OverviewContactsDocumentsReadiness
Emergency contact first
A
Dr. Amina ShahDoctor
H
Hal BrennerAttorney
J
Joan OkekeNeighbor
The same people appear in Quick Contacts.
Family Directory
R
Ruth Calloway
OverviewContactsDocumentsReadiness
Visible to your family
Health care directiveHeld by attorney
Hal Brenner, attorney
WillHeld by attorney
Hal Brenner, attorney
Calling Hal…
Drawn preview · Made-up details
01
Tuesday, 6:40am.
Ruth has a fall.
Dan is on his way to the hospital. The nurse asks who her doctor is and whether she has a health care directive. Nobody is sure.
Place SettingExample
A place for everyone
The Calloways
The people, plans and little things that help you look after each other.
R
Ruth
Grandmother · 74 · Ready
D
Dan
47 · Needs attention
P
Priya
45 · Needs attention
L
Leo, 14
Added by Priya · No sign-in
Family
J
Juniper
The family dog
Family
HomeDirectoryQuick Contacts
Drawn preview · Made-up details
02
One tap.
Open Ruth’s profile.
Her Overview shows what she wants people to know, in her own words.
Place SettingExample
Family Directory
R
Ruth Calloway
OverviewContactsDocumentsReadiness
In my own words
“I’d like Dan to make medical decisions if I can’t.”
A note from Ruth
Who to call firstDan, then Priya.
Where the originals areWith Hal Brenner, my attorney.
Drawn preview · Made-up details
03
Contacts.
Who to call, already there.
Her doctor, her attorney and her neighbor, with one tap to ring.
Place SettingExample
Family Directory
R
Ruth Calloway
OverviewContactsDocumentsReadiness
Emergency contact first
A
Dr. Amina ShahDoctor
H
Hal BrennerAttorney
J
Joan OkekeNeighbor
The same people appear in Quick Contacts.
Drawn preview · Made-up details
04
Documents.
Where it is, and who holds it.
“Health care directive: held by Hal Brenner, attorney.” Dan calls Hal from the car.
Place SettingExample
Family Directory
R
Ruth Calloway
OverviewContactsDocumentsReadiness
Visible to your family
Health care directiveHeld by attorney
Hal Brenner, attorney
WillHeld by attorney
Hal Brenner, attorney
Calling Hal…
Drawn preview · Made-up details
02 · A little readiness
Get ready without the paperwork.
You don’t need to scan anything. You just say where it is.
Place SettingExample
A few questions for Priya
Start with your life.
We’ll help you make a short list.
Do you own a home?
YesNo
Do you have a will?
YesNo
Do you have a car?
YesNo
Do you have pets?
YesNo
An illustrated example. Answers stay with your family.
Family Directory
P
Priya Calloway
OverviewContactsDocumentsReadiness
0%
Your own short listSuggested for your plan
Who to callTo do
Where originals areTo do
WillTo do
Financial power of attorneyTo do
Health care wishesTo do
Bank & beneficiariesTo do
Investment beneficiariesTo do
Key contactsTo do
Digital-access locationTo do
Family Directory
P
Priya Calloway
OverviewContactsDocumentsReadiness
80%
Getting there4 of 5 chosen items covered
Hal Brenner · AttorneyApplies to 3 items
Will · Health care directive Financial power of attorney
Mortgage: Lakeview Home LoansEntered
Extra itemNot applicable
Car titleTo do
Only items in Priya’s own plan count.
Family Directory
P
Priya Calloway
OverviewContactsDocumentsReadiness
100%
Ready5 of 5 chosen items covered
A request from DanWhere’s the car title?
Car titleIn the blue folder at home. Entered
✓
Priya added the detail. Her plan is complete.
A request can also be marked Not applicable.
Drawn preview · Made-up details
01
A few questions.
Start with what you know.
“Do you own a home? Do you have a will?” Yes or no. A few answers help shape your list.
Place SettingExample
A few questions for Priya
Start with your life.
We’ll help you make a short list.
Do you own a home?
YesNo
Do you have a will?
YesNo
Do you have a car?
YesNo
Do you have pets?
YesNo
An illustrated example. Answers stay with your family.
Drawn preview · Made-up details
02
Your own short list.
About nine items. Not a hundred.
Place Setting suggests a short personal checklist for Priya. She can add her own items, too.
Place SettingExample
Family Directory
P
Priya Calloway
OverviewContactsDocumentsReadiness
0%
Your own short listSuggested for your plan
Who to callTo do
Where originals areTo do
WillTo do
Financial power of attorneyTo do
Health care wishesTo do
Bank & beneficiariesTo do
Investment beneficiariesTo do
Key contactsTo do
Digital-access locationTo do
Drawn preview · Made-up details
03
Mark each one your way.
Where it is is enough.
Entered, Held by attorney, or Not applicable. “Mortgage: Lakeview Home Loans” is enough. One attorney can cover several items at once.
Place SettingExample
Family Directory
P
Priya Calloway
OverviewContactsDocumentsReadiness
80%
Getting there4 of 5 chosen items covered
Hal Brenner · AttorneyApplies to 3 items
Will · Health care directive Financial power of attorney
Mortgage: Lakeview Home LoansEntered
Extra itemNot applicable
Car titleTo do
Only items in Priya’s own plan count.
Drawn preview · Made-up details
04
Ask for what’s missing.
A small question. One less gap.
Dan doesn’t know where the car title is, so he asks Priya. She adds it from her phone, and her plan is complete.
Place SettingExample
Family Directory
P
Priya Calloway
OverviewContactsDocumentsReadiness
100%
Ready5 of 5 chosen items covered
A request from DanWhere’s the car title?
Car titleIn the blue folder at home. Entered
✓
Priya added the detail. Her plan is complete.
A request can also be marked Not applicable.
Drawn preview · Made-up details
The right details, within reach
A few things that make looking after each other easier.
Quick Contacts.
Every number your family might need, grouped by person.
Ruth
A
Dr. Amina ShahDoctor · Emergency contact
The family
H
Hal BrennerAttorney
Juniper
V
Juniper’s vetVeterinary practice
The Emergency Sheet.
Print one page for a person or the whole family. Hand it to a sitter or keep it by the door. It’s never emailed, and account numbers stay out.
The Calloways · Example
Emergency Sheet
Ruth’s wishesDan to make medical decisions.
Who to callDr. Amina Shah · Doctor Hal Brenner · Attorney
Where it isHealth care directive: held by Hal Brenner.
A printed copy can’t be revoked.
A note for now
Here while it’s needed.
Short Travel or Childcare notices stay pinned until their end date. A sitter gets a printed sheet, not access to the app.
Childcare · Ends this eveningJuniper’s care notes and who to call, in one printed sheet.
Activity & Updates
A simple family board.
A place for posts and replies. For the useful little updates you want your family to find.
Dan · Example family post“I’ve added Hal’s number to Ruth’s contacts.”
01
No ads.
Nothing about your family is sold.
02
Only your family.
Each family’s information is kept apart from every other family.
03
As much or as little as you like.
Nothing is required, and copies of documents are optional.
Where it is. Who holds it.
“Bank: First County, beneficiary on file.” Write down where it is and who holds it. Add a copy only if you want to. You can mark it Attached; a contact can also be an advisor, accountant or trustee.
Every family member can see every document. Only the person who uploaded it can replace or delete it.
Made for your family.
Parents add children under 18, with nothing required. Children under 16 don’t sign in. Pets can have a place on the map, too.
Use a password and a code by email or text, once per device. Then stay signed in until 30 days unused.
A web app, thoughtfully taking shape
Place Setting is in private testing with our own family first.