Estate Readiness Made Simple
Create a clear family handoff plan, so the person you trust knows what exists, where to find it and what to do first.
Free 60-second assessment. No credit card required.
Want to see how your family compares? Take the 2-minute Readiness Assessment
As seen in
Where do you fit?
You may be organizing your own information, or realizing that you will be the person expected to step in for someone else.
I'm preparing my information
Turn the accounts, contacts, documents and instructions that only you know into a plan someone else can use.
I may need to step in
Guide the conversation with a parent or spouse and identify what you would need if responsibility suddenly shifted to you.
How it works
You do not need to organize your whole life in one sitting. Start with one person, one responsibility and one important item. Next of Kin Plan will guide you from there.
Take a photo of a bill, insurance card, statement or medication label. Next of Kin Plan reads the document and fills in the details for you.
Less typing. Less searching.
Name the spouse, adult child, sibling or trusted person who should know where to start. Then decide what each one can see now and what stays private until later.
Your information stays under your control.
Next of Kin Plan turns what you organized into a clear starting plan, so the person taking over knows who to call and what to handle first.
Step in, not scramble.
You stay in control
Being prepared does not mean giving everyone permanent access to your private information. You decide who can see each part of your plan and when they can see it.
The right person. The right information. The right time."Later" information stays private until access is approved.
BUILT FOR
You manage the details, make the calls, and keep everything moving. Next of Kin Plan helps you prepare the handoff instead of leaving it all in your head.
You know your family will call you when something happens. Get clear on what exists, where to find it, and what you may need to handle first.
Make sure the person beside you can access the information they need without searching, guessing, or trying to rebuild everything alone.
Give clients a practical way to prepare the people behind the paperwork—so their plans are easier to understand, access, and use when the time comes.
When someone has to step in
A personalized 72-Hour Plan turns what you organize into a clear starting point for the person taking over.
During a health crisis
After a death
My grandmother's assets sat unclaimed for 14 years. No one knew they existed. No one knew where to look. So I wrote everything down on a single piece of paper, and gave it to my sons. That piece of paper became Next of Kin Plan.
Kay Richardson
Founder | CEO
Security
You are about to write down the things that matter most to your family. Here is how each one is protected, in plain English. Tap any line for the technical detail.
A six-digit code is emailed to you by default. Advanced users can switch to an authenticator app. You also receive eight backup recovery codes.
AES-256-GCM encryption on account numbers, medications, secure notes and date of birth.
Every table enforces who sees what at the data layer, not only in the interface.
Documents live in private storage. Every view creates a link that dies in ten minutes.
Access events are written to a log that cannot be edited or deleted by anyone.
Do I need to have everything figured out before I start?
No. Next of Kin Plan is designed for people who do not know all the questions to ask. Start with one person and one important item. The platform will show you what to consider next.
How long does it take to build a plan?
Most families complete the essentials in under 90 minutes.
That doesn’t mean everything has to be finished at once.
You can start small, come back later, and move at a pace that feels manageable.
What’s the difference between estate planning and estate readiness?
Estate planning creates legal documents and instructions for the transfer of assets.
Estate Readiness prepares the people who may need to use those documents, locate important information and manage everyday responsibilities. Next of Kin Plan supports Estate Readiness; it does not replace an attorney or legal advice.
Can I use Next of Kin Plan for my parents?
Yes. You can use Next of Kin Plan to guide the conversation and help a parent build their plan. Your parent remains in control of their information and decides who receives access.
How is my information protected?
Next of Kin Plan uses two-factor sign-in, private document storage, short-lived file links, database access controls and AES-256 encryption for sensitive information. Your access settings determine who can view each part of your plan.
Is this only for preparing for death?
No. A family may need to step in during a hospitalization, a temporary incapacity, a rehabilitation stay, a change in memory, or another health emergency. A Next of Kin Plan helps the household continue even if no one has died.
Can my family see everything I add?
No. You decide what each person can see and whether they can see it now or later. Naming a family member or executor does not automatically give that person access to your entire plan.
What happens when someone needs access?
The access process depends on the role and permissions you selected. Information shared for "Now" can be viewed immediately by the person you chose. Information held for "Later" remains private until the release process is activated and approved.
Is this only for wealthy families?
It’s common to associate estate-related tools with wealth.
Next of Kin Plan isn’t about how much you have.
It’s about whether the people you love know where to look
and what to do if something unexpected happens.
Families of all sizes and situations use it to reduce confusion
and make important information easier to access.
Why not use Google Drive or a binder?
Google Drive and binders can store files. Next of Kin Plan helps you identify what is missing, organize information around the person who may need it, control who sees what and provide a starting plan when someone has to step in.
Start before there is a crisis, while there is still time to ask questions, make decisions, and choose who should step in.
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About
Next of Kin Plan does not provide legal, tax, financial, or medical advice.Our tools are designed to help families prepare and organize, not to replace legal, financial, or medical counsel. No attorney-client relationship is created.
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