Meet Holly, your AI assistant.
Holly is your guide through one of life’s most important tasks. She knows how to organize your documents, financial accounts, and insurance, as well as how to deal with your digital life. She asks questions, explains your options, and helps you build a plan your family can actually use.
And when the time comes, Holly will be a calm, knowledgeable presence that helps your loved ones understand what to do.
A knowledgeable guide
- Walks you through what to do with documents, insurance, property, and more, at your own pace.
- Breaks big tasks into small, manageable steps - no experience needed.
Your digital life, covered
- Memorializes, downloads, or disposes of accounts according to your instructions.
- Knows the specific policies and options for major platforms so your family doesn’t have to figure it out.
There when your family needs it
- Helps your loved ones navigate a difficult time, answering questions and explaining next steps.
- A calm, familiar presence during one of life’s most difficult moments.
What can you ask Holly?
Holly adapts to what you’re working on - a few common starting points.
How can I make sure my kids get access to my bank account?
The most direct way is a beneficiary designation form - most banks let you do this online. Name the person who should receive the funds after you pass. This doesn’t give them any access while you’re alive, only after. I’d also recommend noting the account in the Financial Accounts section of your Holograph so your family knows it exists and knows what to do. Want help adding it now?
What happens to my Facebook account?
Facebook gives you two options you can set up right now: memorialization (your profile stays up with a "Remembering" label, and a Legacy Contact you choose can manage it) or deletion (your account is permanently removed after you pass). You can set your preference in your Facebook settings under "Memorialization Settings." Which would you prefer - and do you have someone in mind as a Legacy Contact?
What’s the difference between a will and a trust?
A will is a document that says what you want to happen to your assets after you die - but it has to go through probate, which is a court process that can take months and cost money. A trust holds your assets during your lifetime and transfers them directly to your beneficiaries without probate. I can help you think through which makes sense for your situation, and flag when it’s time to talk to an attorney.
I have dozens of subscriptions. How do I handle them all?
Start by listing them in the Digital Accounts section of your Holograph - even rough notes help. For each one, leave a simple instruction: cancel it, keep it going for a while, or transfer it. The most important thing is that your family knows the accounts exist. Finding and canceling unknown subscriptions is one of the most time-consuming tasks families face. I can help you think through each one.
Start anywhere. Keep it current.
You don't have to do everything today. Choose a plan that's right for you now. Holly helps you make progress and keep it up-to-date.