Record it once.
Return when ready.
Capture wishes, document locations and the people involved. Knowing what already exists helps identify gaps before an estate attorney, financial advisor or care professional reviews your plan.
January 1, 2027 Launch. Request $10 Pre-Enrollment
Bring your planning together.
One clear step at a time.
Organize your legal, financial and medical planning records.
Turn each priority, question and handoff into progress toward your estate, care or succession plan.
Morgan’s planning recordFictional advance care example
ONE NEXT STEP
Locate the current healthcare proxy.
Confirm what exists before asking the attorney what needs updating.
Goal: Coordinate Morgan’s care documentsNot shared
Set one priority
Confirm who Morgan wants as healthcare agent, so the attorney can prepare the right document.
Resolve one question
Does the existing proxy reflect Morgan’s current wishes? Keep the attorney’s review as the next open task.
Complete one handoff
Once signing is recorded, share the selected copy with the spouse and physician and track receipt.
One document, one part of the plan: track what exists, what needs review and who has received the completed copy. Repeat across the legal, financial and medical records that matter to you.
LESS TO KEEP IN YOUR HEADSmall steps.
Small steps.
A more coordinated plan.
Build toward a coordinated record of your estate, financial, advance care and business succession documents. Each task identifies what is needed, who is responsible and what remains unresolved. Your professionals provide the documents and advice; SilverSmart helps you organize the work around them.
Record it once.
Know the next
responsibility.
Track one action, owner and target date at a time: locate a will, confirm an agent’s contact details or prepare a succession question. Each completed task reduces a specific gap in the larger plan; professional review stays separate.
Make every handoff
intentional.
Share selected information with a named advisor or family member and track the handoff. A recorded receipt shows who has the information needed for their part of the plan. Access remains separately authorized.
A MAP OF THE PEOPLE AND THE PERMISSIONSSee the relationship.
See the relationship.
Understand the access.
Connect each planning responsibility to the right person: an attorney reviewing an estate document, a spouse discussing care wishes or a physician receiving a signed healthcare proxy. See what they can access and whether their review is still current.
Partner mapping in your workspace requires Plus or Concierge. The public demonstration is free and uses only preset fictional data.
Your private record
One selected answer · limited permission
A named professionalSharing permission and professional approval are different.
TRY THE FICTIONAL DEMOOne healthcare proxy.
One healthcare proxy.
A clearer path to completion.
Follow Morgan Reed as they prepare a healthcare proxy with an attorney, spouse and primary physician. One completed document handoff supports the larger goal of coordinating Morgan’s estate and advance care records. All names, documents and status changes are fictional.
Morgan’s Healthcare ProxyFictional example · 1 of 5
DOCUMENT STATUS
Private preparation
What changed: Morgan records a wish to name spouse Jamie as healthcare agent. Nothing has been shared.
Alex Chen · Attorney
Prepare and review the legal document
- Current status
- Not invited
- Morgan’s authorized sharing
- No access
- Responsibility now
- Awaiting Morgan’s permission
Jamie Reed · Spouse
Proposed healthcare agent
- Current status
- Proposed agent
- Morgan’s authorized sharing
- No access
- Responsibility now
- Discuss Morgan’s wishes
Dr. Sam Rivera · Primary Physician
Discuss care priorities and receive the completed copy
- Current status
- Not yet involved
- Morgan’s authorized sharing
- No access
- Responsibility now
- Awaiting a care conversation
Next responsibility
Morgan: authorize a focused handoff to the attorney.
Sample activity records do not establish legal validity or activate an agent’s authority. Drafting, review and signing happen with the appropriate professionals outside this demo. It runs locally, sends no messages and records no public-demo analytics.
Pre-Register for the Free Tier Register your interest for the January 1, 2027 launch. No account is activated by this form.
YOUR PLAN, YOUR PACEChoose the conversation
Choose the conversation
in front of you.
Estate & Assets
Locate wills, trusts, powers of attorney and asset records; track questions and followups for estate counsel.
Business Succession
Organize ownership records, operating responsibilities and transition questions for a sale or next-generation handoff.
Advance Care Priorities
Capture care wishes, healthcare proxy details and document-sharing tasks for family and care professionals.
Giving & Legacy
Record giving intentions, legacy priorities and questions to coordinate with your estate and financial advisors.
Employee benefits and work transitions are supporting pathways within the premium prototype. You can focus on the priorities that apply to you.
SOFTWARE MEMBERSHIP & DISTINCT PROJECTSKnow what is included.
Know what is included.
Choose the help you need.
Proposed USD pricing before applicable tax. Free and paid software tiers are open for pre-enrollment for the January 1, 2027 launch. Select the $10 software credit on the interest form to continue to Shopify checkout. Payment does not activate a subscription.
$19/month
Maintain an organized planning record over time.
- Saved planning records
- Versioned summaries
- Project packages purchased separately
- Expanded educational lessons
$49/month
Keep your planning current with basic tools and coordination.
- Three basic planning calculators
- Saved basic scenarios and assumptions
- Authorized provider requests
- Premium project packages purchased separately
- Advanced learning, guided navigation and partner interaction map
$149/month
Expanded coordination workflow and delivery tracking.
- Plus software features
- Priority coordination request queue
- Premium project packages purchased separately; human services separately scoped
Register your interest in the Free tier, with core planning questionnaires, introductory learning and planned access to standalone project packages.
Register Free AccountPremium preparation projects are separate.
Planned offerings: up to ten saved scenarios over 90 days for one planning subject. These projects are not available to purchase yet; register your interest using the pre-enrollment form.
Philanthropy · $99 one-offGiving allocation scenarios, diligence checklist and nonprofit conversation briefBusiness transition · $499 one-offSensitivity grid, earnings evidence checklist and broker briefing packageProperty continuity · $299 one-offPhased scope, bid comparison template and contractor briefing package
SILVERCARE · ONE-ON-ONE SUPPORT & GUIDANCEMore complex planning?
More complex planning?
More personal support.
SilverCare offers one-on-one support and guidance for complex estate, advance care and succession planning—or for anyone who wants greater peace of mind. A three-month engagement helps you organize records, clarify priorities and follow through with family and professional advisors.
Available from an additional $333 per month for 3 months.
Request SilverCare SupportSilverSmart Plus is included during your engagement.
$999 total over three monthly payments. Scope and availability confirmed before engagement; complex work may cost more. Professional fees are separate. No payment is collected here.
A few things worth knowing.
Can I use this demo without giving you personal information?
Yes. The public demonstration uses preset fictional values, runs locally and has no input form or public-demo tracking.
Can I upload my estate or medical documents?
No. Free accounts save predefined checklist choices and actions. Document uploads, sensitive records and live professional collaboration remain unavailable; the separate premium prototype uses fictional data.
Does a partner subscription give someone access to my records?
No. Named-recipient sharing, exact information, purpose and expiry are separate from membership and introductions.
Is SilverSmart a will service or clinical advisor?
SilverSmart coordinates information and preparation. Appropriate professionals separately provide legal instruments, regulated advice and care decisions.
Do I need SilverSmart to receive SilverCare support?
No. SilverCare can support your planning off-platform. SilverSmart Plus is included during a one-on-one SilverCare engagement; a software subscription alone does not include SilverCare support.