What is a Holograph?
Your Holograph is a plan you create to help your next of kin settle your affairs, and it includes topics that your official will or estate plan do not cover. The average adult has 100 accounts that need to be transferred, updated, shut down, or dealt with in some way. Your Holograph contains instructions for exactly what needs to be done for each of your accounts and items, and we provide services and software tools to make the work easier for your loved ones.
Why do I need a Holograph?
Settling an estate is a complicated process, and it is especially bewildering and frustrating for people who are already grieving. You can make the process significantly easier by creating a Holograph for your loved ones. The tools, automation, and expert services we provide make a challenging process more bearable.
Can I create a Holograph for someone else?
Yes, you can create a Holograph for another person, such as a parent, and help them fill it out. Our system supports multi-generation families, and other caregiving circumstances. Full consent is required of all parties, and some circumstances will require an official Power of Attorney document to authorize service.
How does it work?
Start with our list of standard topics, then create or delete topics based on your unique needs. Our automated system helps you complete topics, and can auto-populate many items. You add delegates with whom you can share your Holograph. Our system makes it easy to to control how and when you share information with your delegates. You also have access to customer service to help you step-by-step.
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