How It Works
Grace helps you get organized in four simple, practical steps.
1.Select your plan
Grace offers options for different situations — planning ahead, managing loss, or supporting others. Each plan includes guidance, tools, security, and flexibility to adjust as your needs change.
2.Configure Grace and your Grace Circle
Customize Grace's support to match your pace, tone, and preferences. Upload important documents to your secure vault and invite trusted family members and advisors to your Grace Circle to create a support system that works for everyone.
Grace preferences
3.Start Organizing and Prioritizing
Grace transforms overwhelming post-loss tasks into a clear, prioritized list. She adapts to your pace and capacity, ensuring nothing important is overlooked while respecting your emotional needs.
Intelligent guidance
4.Manage Tasks And Deadlines
Begin working through your personalized task list with helpful resources, pre-filled documents, and gentle reminders. Delegate tasks to trusted circle members when needed and track your progress while celebrating small wins along the way.
Task progress
“Plan with Grace helped me help my mom after my dad passed. The organized approach and gentle guidance made all the difference during such a difficult time.”
Barry Johnson, Chicago, IL
