FINANCIAL CONTINUITY, BUILT FOR LIFE

Your Life Is Digital. Your Family Shouldn’t Be Locked Out.

Continuity helps you organize the critical financial, insurance and legacy information your family may need — and securely share it with the people you trust when it matters.

Your Information

  • Bank Accounts
  • Investments
  • Insurance Policies
  • Loans & Liabilities
  • Important Documents
  • Digital Assets
  • Your Information.

    You decide what to add.

  • Your Rules.

    You control access.

  • Your Guardians.

    They get access when needed.

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The problem

Your Financial Life Is Everywhere.But Your Family May Not Know Where to Look.

Your financial life can span multiple banks, investments, insurance policies, loans, properties, documents and digital accounts. But when something unexpected happens, the people who depend on you may not know what exists, where it is, or what to do next.

Bank Accounts

Multiple accounts can mean multiple places to look.

Investments

Investments can exist across different platforms.

Insurance

Important policies can be difficult to find when they're needed.

Loans & Liabilities

Not every financial obligation is obvious to the family.

Important Documents

Critical documents may be stored in different places.

Digital Assets

Digital assets can be easy to overlook.

The Information Exists. The Problem Is Continuity.

The problem isn't necessarily that your information doesn't exist. It's that the people who may need it might not know that it exists, where to find it, or how to access it when you're unavailable.

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Information is scattered.

02

Families may not know what exists.

03

Emergencies leave little time to search.

How it works

A Simple, Structured Wayto Prepare for Tomorrow.

Continuity helps you organize the information that matters, decide who can access it, and keep it secure — all in a few simple steps.

STEP 1

Organize Your Information

STEP 2

Choose Your Guardians

STEP 3

Set Your Rules

STEP 4

Ensure Access When Needed

Features

Everything You Needin One Secure Place.

Continuity gives you the tools to organize, protect and share your most important information — so your loved ones can access it when it matters most.

Organize All Your Important Information

Choose Your Guardians

Set Your Access Rules

Secure and Encrypted

Access When It Matters

Keep It Updated

Guardians & Access

Who Gets Access When You Can’t?

Choose trusted people to act as your Guardians and decide what information they can access, under what circumstances. You remain in control, always.

You

Organize your financial, legal and personal information in one secure place.

Your Guardians

Choose family members or trusted individuals to act as Guardians.

FinancialGuardian

MedicalGuardian

LegacyGuardian

Access

Your Guardians can access the right information when it’s needed, based on your rules.

You Decide What They Can Access

Set different permissions for different Guardians, based on their role and your preferences.

Financial Guardian

Medical Guardian

Legacy Guardian

Emergency & Continuity

When Life Changes, ContinuityKeeps the Information Moving.

Whether it's a medical emergency, a period of unavailability or after your passing, Continuity helps ensure the right information reaches the right people, at the right time.

Medical Emergency

In a medical emergency, your Guardians can access relevant information to help make informed decisions.

Temporary Unavailability

If you are temporarily unavailable due to travel, hospitalization or other reasons, your Guardians can access the information you allow.

After Your Passing

When the time comes, Continuity helps ensure your chosen Guardians can access the information they need, following a clear and secure process.

Unclaimed & Forgotten Assets

What Your Family Doesn’t Know AboutCan Be Difficult to Find.

Financial information is often spread across multiple institutions and platforms. Over time, accounts and assets can be forgotten or overlooked.

Bank Accounts

Investments

Insurance Policies

Properties

Important Documents

Digital Assets

Comparison

Why Continuity When Other ToolsAlready Exist?

Banks, cloud storage, password managers, nominees and wills all serve important purposes. Continuity doesn’t replace them — it connects the information and people around them.

OptionWhat It DoesLimitationsHow Continuity Is Different
Banks

Holds your bank accounts and financial assets.

Only shows information within their own platform.

Continuity brings together information from multiple banks and institutions.

Insurance Providers

Manages your insurance policies.

Limited to their own products and records.

Continuity lets you organize all your policies in one place.

Investment Platforms

Holds your investments and portfolio information.

Only shows information within their own platform.

Continuity helps you see the bigger picture across all your investments.

Cloud Storage (Google Drive, etc.)

Stores your files and documents.

No structured organization, access rules or situation-based sharing.

Continuity organizes your documents and manages who can access them.

Password Managers

Stores your passwords and login credentials.

Focused on passwords, not your broader financial and personal information.

Continuity goes beyond passwords to include financial, legal, medical and other important information.

Nominees

Designates a person for specific accounts or assets.

Typically limited to individual accounts and doesn't provide a complete view.

Continuity helps you create a more complete and organized view for your chosen Guardians.

Wills / Legal Processes

Provides legal direction for asset distribution.

May not include detailed account information and can be time-consuming to execute.

Continuity complements your will by organizing important information and making it easier for your family to act.

Security & Privacy

Your Information. Your Control.

We take the security and privacy of your information seriously, so you can prepare with confidence.

Encrypted Storage

Controlled Access

Strong Authentication

Data Minimization

No Unrestricted Sharing

Security Monitoring

FAQ

Frequently Asked Questions

Find answers to the most common questions about how Continuity works, your information, Guardians and access.

Continuity helps you organize important financial, insurance, legal and personal information and establish controlled access for trusted people when you may be unavailable. It brings together information from different areas of your life and lets you decide who can access what, and when.

No. Continuity does not hold, transfer or manage your money. It helps you organize information about your financial accounts, assets, insurance, documents and other important details in one secure place.

No. Continuity does not automatically access your bank, investment or other external financial accounts. You add and organize the information you choose to keep in Continuity.

Guardians are trusted people you choose to help access specific information when the conditions you set are met. Depending on your preferences, Guardians may have different roles and different levels of access.

No. Guardians only receive access to the information you allow them to access. You can define different access rules for different Guardians based on their role and your preferences.

You can establish rules in advance for situations where you may be temporarily unavailable. When the required conditions and approvals are met, your designated Guardian can request access to the information you have permitted.

No. Continuity is designed to complement the systems you already use. Banks, insurers, nominees, wills and other legal processes each serve different purposes. Continuity helps organize the information and relationships around them so your chosen people can find and access the right information when needed.

Still have questions?

We're here to help. If you can't find the answer you're looking for, feel free to reach out to our team.

Contact Us

Get Started

Don’t Leave Your FamilySearching for Answers.

Organize what matters today. Give the people you trust a clearer path for tomorrow.

Create Your Continuity

A few simple steps to get started.

Organize

Add the information that matters.

Choose Guardians

Decide who can access what, and when.

A Clearer Path

Help your family find and access information when they need it.