Keep every family handoff clear.
Track appointments, forms, records, renewals, and who owns the next step. This educational prototype saves structured demo data only in this browser and never uploads documents.
Family inbox
Turn every loose end into an owner and a due date.
Document index
Metadata only: where it lives, who owns it, and when it changes.
A dashboard helps only when it reduces handoff risk.
Track the next action, not every detail
Capture who owns the next step, when it is due, and where the source record lives. Avoid duplicating sensitive content into multiple systems.
Separate metadata from documents
An index can safely say “insurance card, encrypted vault, renews September.” The underlying image or policy number belongs in secure storage.
Review ownership together
A weekly ten-minute review makes invisible workload visible and gives family members a chance to reassign tasks before urgency becomes stress.
Design for emergencies
Check access, not just existence. A document no one can retrieve quickly is not operationally ready when time matters.