Three ways in
- Email and password
- Google
- Passkey
Enter your email address and choose Continue, then your password. This is the
fallback that always works.
Signing in on a browser we have not seen before may ask for a one-time code sent to your
email address. Enter it and the browser is remembered.
Creating an account
Don’t have an account? Sign up on the sign-in screen takes you to sign-up. The free Community plan starts as soon as you are in, so you can run the Account Audit immediately.During the pilot sign-ups may be closed; the screen then offers a waitlist instead. Join
it and we will let you in as places open.
Signing up from a leave-behind
A practice’s leave-behind links to/signup?ref=<link-name>. Arriving that way shows a
Referred by badge under the heading. Once you are in, the app links your account to
that practice, so they can see a summary of your progress. What they see, and how to
switch it off, is under Settings → Your data.
First steps after signing in
1
Run the Account Audit
Account Audit → Connect Gmail and scan, or
Load sample data to explore first.
2
Mark what is critical
Use the row menu to mark the primary email, the password manager and the bank as
critical.
3
Pick a plan when you are ready
The Vault, Executor Kit, Family Cleanup and Standby Plan sit behind the
Executor Kit and Standby plans.