From life planning to closure, we've got you covered.

Life is unpredictable, but your estate and legacy don’t have to be. Closure goes beyond a will and helps you seamlessly organize assets, share with family and advisors, assign roles, and automate tasks—ensuring a smooth transition from life planning to closure, for you and your loved ones.

Closure-Estate-Planning-with-Elderly-Parent.png

Stay Updated With Closure

Error

By submitting your email you agree with our policy

Our Mission: Simplify Life and Estate Planning for Every Stage

Our mission is to empower individuals and families to take control of their life and estate planning with ease, providing peace of mind through seamless organization, automation, and compassionate guidance—ensuring a smooth transition from life to closure for all involved.

How It Works

How Closure works for you

share.svg
Step One: Lay the FoundationWe onboard you with a few questions and our assessment tool to help organize your assets and and key documents, including any wills, IDs, financial and personal accounts.
Step Two: Organize and AutomateKeep everything in one place—manage family roles, track accounts, and automate key tasks and workflows. Ensure your estate is prepared for any life events and transitions. You can change this at any time.
Step Three: Fine-Tune Your PlansPrepare for retirement and beyond by establishing executors, defining your wishes, and setting life triggers for automated actions. Ensure that everything is ready when the time comes.
check logo.png
Step Four: Ensure Closure After You’re GoneOnce you pass, our platform will set everything in motion—guiding your executor through automated tasks, account closures, and estate settlement with ease.
web-app.svg

Why Choose Closure?

Reasons Closure is the Best Solution For Families.

Easily & Securely Store Your Important Documents

Use our custom estate planning checklist to make sure all important & essential documents are uploaded to a centralized repository.

Share with Loved Ones

Grant trusted family members or advisors secure access to important files, ensuring your wishes are followed.

Ensure Your Final Wishes Are Carried Out Easily

Use our optional care concierge to offload executing your final wishes for a flat fee (vs. expensive executors who take a percentage of your assets).

Or do it yourself using our customizable checklist & tracking platform.

Have Peace of Mind

Take control over your legacy, while helping your family seamlessly manage the legal and administrative burdens that arise during an already difficult time.

Testimonials

See what your customers love about us.

Exactly What Our Family Needed

Closure made everything so easy for us. I didn’t realize how many accounts my parents had, but now it’s all organized and ready.
Emily R.Texas

Workflows are a Lifesaver.

Closure workflows were a lifesaver. When my father passed, we didn’t have to scramble to find information—Closure had it all.
James T.New York

So easy to setup.

My parents are not techie, so I love how simple it was to invite my parents and set up workflows. Closure has truly lifted a burden from my shoulders.
Jessica S.Florida

FAQs

Answers to commonly asked questions on how Closure can make a difficult time a lot easier.

How hard is it to setup?

Closure starts with an in-person walkthrough of our platform and onboarding session to help you get started

Who are you? Are you lawyers or financial planners?

We are a team of care concierges who want to alleviate the burden of handling your family's end of life planning.

We are not attorneys, financial advisors or CPA’s, however, we partner with these resources, when needed, to ensure that every task that we complete for you is under their advice. And if you do not have an estate attorney or financial advisor and your estate requires or would benefit from these resources, we are happy to connect you with our network of seasoned professionals.

What types of documents can I store on the platform?

You can securely upload wills, trusts, medical directives, power of attorney forms, and any other important end-of-life planning documents.

People upload copies of their driver's licenses, social security cards, Medicare/Medicaid IDs, and any other information that is useful to have on hand.

The platform accepts most common file types, like JPGs, PDFs and Microsoft Office documents (Word, Excel).

How secure is the platform for storing my sensitive information?

Security is our top priority. We use bank-grade encryption to ensure your documents are stored safely. Only you and those you authorize will have access to your files, and you can revoke access at any time.

How do I ensure my wishes are carried out when I pass?

Our platform helps you outline and automate key tasks, such as notifying beneficiaries and managing financial accounts. You can assign specific people to oversee these tasks and ensure everything is carried out according to your instructions.

Can I update or change my documents after uploading them?

Absolutely. You can upload new versions of documents as needed and make any updates to your information directly on the platform. Your trusted contacts will always have access to the most up-to-date files.

Is there a cost to use the platform?

We offer a tiered subscription plan. You can start with a free trial to explore the platform, and our paid plans include additional features such as automated task management.

What happens to my account and documents when I pass away?

You can pre-select trusted individuals who will gain access to your documents upon your passing. Upon uploading & validation of a death certificate, they will receive clear instructions and automated reminders to carry out your final wishes.

Once complete all data will be deleted & removed from our platform.
Cookie Settings
This website uses cookies

Cookie Settings

We use cookies to improve user experience. Choose what cookie categories you allow us to use. You can read more about our Cookie Policy by clicking on Cookie Policy below.

These cookies enable strictly necessary cookies for security, language support and verification of identity. These cookies can’t be disabled.

These cookies collect data to remember choices users make to improve and give a better user experience. Disabling can cause some parts of the site to not work properly.

These cookies help us to understand how visitors interact with our website, help us measure and analyze traffic to improve our service.

These cookies help us to better deliver marketing content and customized ads.