Everything important. Organized and ready.

AllSet

74%

ready

74% AllSet

Add a healthcare directive and two vehicle records to reach 90%.

Your Life Profile, what you’re missing, guided documents, signing steps and your printable Life Well Lived Binder. Answer once. Use everywhere.

Estate & legacy planning

A simple guided walkthrough — who it’s for, what it covers, who decides.Relay ♾️ by iris360’s services can help you finish it.

Life Well Lived Trust

Set up a living trust in plain language — then preserve the stories, letters and videos behind it for the people you named.

Smart updates

6 suggestions

Looks like your homeowners insurance may have renewed.
STATE FARM · $2,184 · Home
Did you recently renew a vehicle registration?
STATE DMV — VEHICLE SVCS · $168.5 · Vehicle
Have paperwork from this visit you'd like to keep?
RIVERBEND VETERINARY · $212.4 · Pets
Have a new legal document you'd like to add?
HOLLAND & PIERCE LLP · $450 · Legal
Want to save the invoice or warranty from this work?
NORTHSIDE ROOFING CO · $3,840 · Home
Have paperwork from this visit you'd like to keep in Health?
CEDAR FAMILY MEDICAL · $95 · Health

Suggestions only, based on activity your institution already sees. Recurring everyday payments never create prompts, and nothing about a visit or its purpose is inferred.

Knowing the kids in my life will be financially secure

Little Sprouts 🌱

Do you have any Little Sprouts you’d like to contribute to?

Tell us who — we’ll take care of the rest.

A Sprout QR lets a parent or guardian invite family to contribute without sharing account numbers. Guardian permissions and account ownership stay exactly as they are.

Invite someone to help

Anyone you invite can help without banking here. They see only what you allow, and you can change or remove access anytime.

Invited helpers verify with the same email or number the invitation was sent to, then see a simple helper view — never your full banking portal. Preview the helper view.

Home

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Subscriptions & recurring payments

Detected from transaction activity

These look like repeating charges based on how often and how much they occur. Relay only organizes them — it never cancels, changes or shares anything.

Homeowners Insurance
Renews in 32 days
Boomer — Vaccination
Due in 51 days
Passport
Expires in 7 months
Will
Review recommended this year

Institution storage

Homeowners Insurance Policy
Insurance · PDF · Renews Oct 4, 2026
Last Will and Testament
Legal · PDF · Signed 2021
Passport — Maya
Family · Expires Apr 2027
Boomer — Vet Records
Pets · Vaccination due Oct 23

Demonstration records only — no sensitive documents are stored in this prototype. Designed for provider-controlled security and infrastructure.