Preserve What Is Important Now

Make things easier for the people who may need to step in.

There are things people may need to know. And things you simply want them to remember.

Where are the important documents? Who should they call? What if something unexpected happens and someone needs to reach the people you have chosen?

And then there are the personal things. The song that always makes you smile. The story behind a family tradition. The memories, messages, photographs, and moments that make your life uniquely yours.

Be Sure They Know is a private online platform that brings practical information, emergency notification tools, personal messages, and meaningful memories together in one organized place. Prepare for the unexpected, share information with the people you choose, and preserve the stories behind it all.

Private by default Choose how your information is shared Update anytime
Why this matters

The things only you know shouldn't live only in your head.

You know more than you realize. You know where things are. Who to call. Which information is current. What should happen. What your family needs to know. Which recipe is the real one. Why something matters. The story behind the photo. The instructions nobody has ever needed because you've always been there to answer the question.

Be Sure They Know helps you organize the information only you know, prepare for unexpected situations, and preserve the personal stories and memories you want to share.

  • The Practical Things

    Contacts, accounts, document locations, household details, healthcare information, and pet care instructions.

  • The Emergency Things

    When something unexpected happens, make it easier for someone to reach the people you've chosen. With Pro Plus, an enabled emergency link on your printable wallet card lets someone initiate a private notification to your designated contacts, without needing access to your phone.

  • The Personal Things

    Messages, letters, stories, memories, recipes, photos, videos, your soundtrack, and things you want particular people to know.

  • The Things for Later

    Letters for future milestones, meaningful messages, and information kept private until release under the conditions you choose.

What's included

Practical details, emergency preparedness, and personal memories — all in one place

Organize what matters, prepare for unexpected situations, and preserve the messages and stories you want others to know. Choose what to share and with whom, according to the permissions available for each profile.

Pro Plus Feature

Emergency Notification System

If something unexpected happens, the people you've chosen should be easier to reach.

With Pro Plus, you can enable an emergency link on a printable wallet card. Someone who finds the card can scan it with their own phone and confirm sending a private notification to your designated emergency contacts.

Your emergency contacts' phone numbers and email addresses are not displayed to the person scanning the card. They do not need access to your phone to initiate the notification.

Emergency notifications require setup and confirmation before an alert is sent. This is not an automatic emergency detection, monitored medical-alert, or emergency dispatch service.

1
Choose your emergency contacts Identify the people who should receive an emergency notification.
2
Enable your emergency wallet card Print and carry the card containing your emergency link.
3
Someone scans and confirms The person helping you uses their own phone and confirms the request to notify your designated contacts.

My Contacts

Organize the important people in your life and assign relevant roles, including emergency contacts and Release Confirmers. Sharing permissions determine what information each authorized person can access.

Contacts · Roles · Sharing

My Life Logistics

Record practical details such as accounts, insurance, medications, healthcare contacts, and household information so authorized people can find what they need when appropriate.

Finance · Healthcare · Household

Where to Find My Things

Record where important documents are kept, including your will, power of attorney, insurance documents, and other essential paperwork. Make their locations easier for authorized people to find.

Documents · Locations · Records

My Instructions

Record your preferences and guidance in your own words, including healthcare wishes, arrangements, and personal instructions for the people who may need to help.

Preferences · Guidance · Arrangements

Pet Care

Leave instructions for anyone caring for your pets, including feeding routines, medications, veterinarian information, preferences, and who can step in.

Vet · Routines · Care Plan

Personal Messages

Write letters or record meaningful messages for the people you care about. Address messages to chosen recipients and set available release conditions, including future milestones.

Text · Video · Audio

My Story

Tell the story only you can tell. Where you came from, what shaped you, the people who influenced your life, and the memories and values you want to preserve.

Origins · Values · Memories

My Life Soundtrack

Create a playlist of the songs that shaped your life. Add the memories, people, and stories connected to each song.

Music · Memories · Story

My Obituary

Write your own obituary in your own words. Guided prompts help you capture the details, experiences, and stories you would want included.

Obituary · Export · Share

Media Library

Gather photographs, videos, and recordings in one place. Preserve meaningful moments and share them with the people you choose, according to their access permissions.

Photos · Video · Audio

Managed Profiles

With Pro Plus, organize information for up to five additional people in separate managed profiles. The account owner and authorized co-managers may access the profiles they manage. Managed profiles are not independent private accounts.

Pro Plus · Up to 5 Profiles

Sharing & Permissions

Decide which information is available to selected contacts and recipients. Emergency contacts, Release Confirmers, and co-managers serve different roles. Access to managed profiles also depends on account ownership and manager permissions.

Visibility · Roles · Access
Downloadable, fillable PDFs included Export your recorded information into printable PDFs for safekeeping, sharing with a professional, or providing a paper copy to someone who needs one. Store exported copies securely, as access to downloaded files is no longer controlled by the platform.
Print-ready

Information recorded in My Instructions and My Life Logistics is for personal guidance only. It does not constitute a legal or medical document and does not replace a will, power of attorney, or advance healthcare directive. Always consult a qualified professional for legally binding arrangements.

Getting started

Three simple steps

Start with what you know. Add practical information, preserve meaningful memories, and choose how information is shared. You can return to update your plan as life changes.

1

Create your plan

Create your free account and begin with the information you already know. The guided setup helps you get started without having to organize everything at once.

Guided setup to help you begin
No credit card required for Essentials
Return to add or update information anytime
2

Record what matters

Add contacts, instructions, document locations, stories, and personal messages. Start with practical essentials or with the memories you want to preserve.

Important information and everyday instructions
Stories, memories, and personal messages
Additional recording and writing tools with eligible paid features
3

Choose your contacts and sharing

Add important people to My Contacts and select appropriate roles and sharing permissions. Emergency contacts, Release Confirmers, and co-managers have different responsibilities.

Choose what selected contacts can see
Set up emergency contacts and release roles where available
Pro Plus: enable the Emergency Notification System and wallet card
Pro Plus: manage additional profiles with authorized co-manager access
Start free with Essentials. Organize your own important information and begin preserving what matters. Pro Plus adds advanced features, including the Emergency Notification System and up to five managed profiles. Managed profiles are organized separately but are accessible to the account owner and authorized managers; they are not independent private accounts.
One place, on your terms

Preserve what matters. Share with care.

Keep important information and personal memories organized in one place. Choose how information is shared with trusted people, while understanding the different access permissions for account owners, managed profiles, and authorized helpers.

Private by default

Your personal records begin private rather than being placed in one open folder. Sharing settings help determine what selected contacts and recipients can see. Information in a managed profile can also be accessed by its account owner and authorized co-managers.

Organized in one place

Practical information, important contacts, document locations, instructions, personal messages, photographs, memories, and meaningful details stay organized together. Return to update information as life changes.

Shared with purpose

Choose appropriate sharing permissions for individual items and selected people. Some information can be shared now, while messages may be reserved for future milestones or release conditions. Emergency notifications help designated contacts receive an alert when someone initiates and confirms one through an enabled Pro Plus emergency link.

A helpful distinction about privacy and access

Your account, managed profiles, and shared information are not all the same. Pro Plus lets an account owner organize up to five additional managed profiles. The owner and authorized co-managers may access the profiles they manage. Other contacts receive access according to their assigned roles and applicable sharing settings. Emergency contacts, Release Confirmers, and co-managers serve different purposes; assigning one role does not automatically make someone another.

Why I Built This

I built Be Sure They Know because I needed it too.

I'm Annie Hall. I realized how much information lived only in my head — practical details, instructions, family knowledge, messages, and things I wanted the people I love to know.

I didn't want the people around me someday having to search for it, reconstruct it, or guess. And I wanted more than a place to store documents. I wanted somewhere to preserve the stories, memories, and personal messages that matter just as much as the practical information.

I also wanted to make it easier for the people I've chosen to be contacted if something unexpected happened — without requiring someone to unlock my phone or search for emergency contact information.

So I created Be Sure They Know: one private, organized place to prepare for the practical, preserve the personal, and help the people who matter know what they need to know.

Ann (Annie) Hall, founder of Be Sure They Know

Ann (Annie) Hall, PMP

Founder, Be Sure They Know

Be Sure They Know is created and operated by Golden Pond Investments Inc.

Simple pricing

Start for free. Upgrade when you're ready.

Essentials is free forever. Our Founding Member Pro Plus offer gives early members additional features and managed profiles at a membership price they can keep for life.

Founding Member Offer

Join by December 31, 2026. Keep your Pro Plus benefits for life.

Our current Founding Member Pro Plus membership includes your own account plus up to five additional managed profiles, along with our full Pro Plus feature set.

Join before January 1, 2027, and keep your Founding Member pricing and Pro Plus benefits for as long as your membership remains active.

Beginning in 2027, we plan to replace this introductory offer with two paid membership levels. New members will choose from the membership options available at that time. Existing Founding Members will retain their original Pro Plus membership and managed-profile allowance while their subscriptions remain active.

Monthly Annual Save 17%

Switch between monthly and annual Pro Plus billing.

Essentials

A free place to begin organizing important information and preserving what matters.

For anyone who wants to get started without a subscription.

$0

Free forever

  • Core information and planning sections
  • Guided getting-started wizard
  • My Contacts and important document locations
  • Household, healthcare, and everyday information
  • Pet care instructions and routines
  • Free downloadable Emergency Checklist
  • Video and audio messages
  • AI writing assistance
  • Emergency Notification System and wallet card
  • Advanced sharing, PDF/data export, and managed profiles
Get started free
What's free? Essentials includes core information sections, guided setup, contacts, pet care, and the free Emergency Checklist. There is no subscription or time limit.
What does Founding Member mean? Join Pro Plus by December 31, 2026, and keep your original pricing, features, and allowance of up to five additional managed profiles for as long as your subscription stays active.
What if I cancel? Your paid access ends according to your billing terms and your account returns to the applicable free membership level. The lifetime Founding Member benefit applies only while your subscription remains active.

Want to offer Be Sure They Know to your clients?

Are you a financial planner, funeral professional, estate professional, or part of an organization that helps people prepare for life's important moments?

We welcome conversations about making Be Sure They Know available to your clients. Contact us directly to explore professional partnerships and client access options.

Email hello@besuretheyknow.com →

Founding Member benefits apply to memberships purchased by December 31, 2026, and remain in effect for as long as the paid subscription remains active. Managed profiles are not separate private accounts. The account owner and authorized co-managers may access profiles they manage.

The Emergency Notification System requires setup and confirmation by the person initiating an alert. Scanning a wallet card alone does not send a notification. It is not a monitored medical-alert, automatic emergency detection, or emergency dispatch service.

Cancel any time. Questions? hello@BeSureTheyKnow.com

Compare plans

Everything side by side

Compare what's included in Essentials and Pro Plus, from practical planning tools to personal memories, emergency notifications, and sharing.

Founding Member Pro Plus — available through December 31, 2026

Join at $8/month or $80/year and keep your Founding Member pricing and benefits, including your own account plus up to five additional managed profiles, for as long as your paid subscription remains active. New members joining in 2027 will choose from the new paid membership levels. Managed profiles are not independent private accounts.

Swipe sideways to compare both plans →

Feature Essentials Free forever Pro Plus $8/month or $80/year
My Plan
My Contacts Record important contacts and their roles. Advanced sharing permissions are available with Pro Plus. ✓ ✓
My Life Logistics Organize bank account references, insurance information, healthcare contacts, medications, and household details. ✓ ✓
Where to Find My Things Record where your will, power of attorney, and other important documents are kept. ✓ ✓
My Instructions Record personal instructions, healthcare preferences, and arrangements in your own words. ✓ ✓
Pet Care Record feeding routines, medications, veterinarian information, and care preferences for each pet. ✓ ✓
From the Heart
Personal Messages — Text Write personal messages for selected recipients. Available visibility and release settings depend on your membership. ✓ ✓
Personal Messages — Video & Audio Record spoken or video messages for the people who matter to you. × ✓
Letters to the Future Write letters for people or occasions, such as birthdays, weddings, and milestones. ✓ ✓
My Story Preserve memories, experiences, values, and lessons you want to pass on. ✓ ✓
My Life Soundtrack Save meaningful songs and the stories behind them, with YouTube search available in the app. ✓ ✓
AI Writing Assistance Get prompts and suggestions to help you express important thoughts in your own words. × ✓
My Obituary Use a guided wizard to prepare an obituary that reflects your life and your words. × ✓
Media Library Organize photographs, videos, and audio alongside your personal stories. × ✓
Sharing & Access
Records Overview Review the information recorded across your planning sections. ✓ ✓
Shared View Provide selected people with a read-only view of information you've chosen to share. × ✓
Sharing Settings & Roles Manage sharing permissions and the different responsibilities assigned to trusted people. × ✓
Emergency Link & Printable Wallet Card Enable an emergency link on your wallet card. Someone can scan it with their own connected phone without needing access to yours. Your contacts' private details are not displayed to the finder. × ✓
Emergency Notification System When enabled, the finder must confirm sending an alert from the emergency page before designated contacts are notified. Scanning alone does not send an alert. This is not a monitored medical-alert or emergency dispatch service. × ✓
Release Confirmer Designate a person to confirm when selected information or messages may be released. × ✓
Accounts & Managed Profiles
Your Personal Account Create and maintain your own information in a personal account. ✓ ✓
Co-editing with Authorized Helpers Invite trusted people to help manage information in profiles where they have been given co-manager access. × ✓
Additional Managed Profiles Founding Members can organize up to five additional managed profiles under their membership. These are not separate, independently private accounts. The account owner and authorized co-managers may access the profiles they manage. × Up to 5 additional profiles
Lifetime Founding Member Benefits Join by December 31, 2026, to retain your original Pro Plus pricing, features, and managed-profile allowance for as long as your paid membership remains active. × ✓
Extras
Emergency Action Checklist A free downloadable, fillable PDF to print and keep close. No paid membership or credit card required. ✓ ✓
Getting-Started Wizard A guided walkthrough to help record important details. ✓ ✓
Printable, Fillable Templates Forms for household information, accounts, key contacts, and healthcare details. × ✓
PDF & Data Export Export supported information in PDF or portable data formats, including an available data archive. × ✓
Priority Support Priority assistance when you need help with the platform. × ✓
Start with Essentials, or choose the Founding Member Pro Plus offer while it's available. Start free Join Pro Plus

Founding Member enrollment ends December 31, 2026. Lifetime benefits mean the current membership terms continue while your paid subscription remains active.

Interested in offering Be Sure They Know to your clients, or need options for additional managed profiles? Contact hello@besuretheyknow.com .

Your information, your choices

Your information matters. So does your control over it.

Be Sure They Know helps you keep important details together, decide what to share, and preserve a copy of supported records for yourself.

Private by default

Your personal information is not publicly visible. You control sharing with the people you choose, subject to the access permissions of your account and any managed profiles.

Your words, your memories

The stories, messages, and information you record remain yours. Sharing is governed by your choices, applicable permissions, and our privacy policies.

Export with Pro Plus

Pro Plus includes PDF and JSON export options for supported information. Download copies of important records for safekeeping or offline reference. Not every section or attachment is available in every export format.

Essentials stays free

Essentials is free forever. If you cancel Pro Plus, your account returns to the applicable free level after paid access ends. Export supported records while your paid features are available.

A guide, not a legal document

Your records help communicate wishes and practical details. They do not replace a legally valid will, power of attorney, healthcare directive, or professional advice.

Be Sure They Know is an information organization and personal legacy platform, not a legal, medical, or emergency response service. Information access, retention, and handling are subject to applicable platform policies. For binding legal or healthcare arrangements, consult an appropriate qualified professional.

Frequently asked questions

Things people ask before they start

Straightforward answers about getting started, membership, privacy, and sharing. If your question isn't here, email hello@besuretheyknow.com.

Getting started

Is Be Sure They Know really free?

Yes. Essentials is free forever. You can create an account without a credit card and begin recording practical information, important contacts, instructions, and personal memories. The guided getting-started wizard is included.

Pro Plus adds features such as video and audio messages, AI writing assistance, emergency notifications, advanced sharing, managed profiles, and export options.

How much does Pro Plus cost?

Pro Plus is currently US$8 per month or US$80 per year. Annual billing saves US$16 compared with twelve monthly payments.

Through December 31, 2026, new Pro Plus members qualify for our Founding Member offer. You can compare membership options before deciding.

What is the Founding Member offer, and what happens in 2027?

Anyone who purchases Pro Plus by December 31, 2026 becomes a Founding Member.

Founding Members receive the current Pro Plus feature set, including their own account plus up to five additional managed profiles. They retain their original membership pricing and benefits for as long as their paid subscription remains active.

In 2027, we plan to introduce two paid membership levels for new subscribers. Existing Founding Members will remain on their original Pro Plus membership rather than being moved to the new structure while their subscription stays active.

Important: The lifetime Founding Member benefit applies to an active paid membership. If you cancel and later rejoin, the membership options available at that time will apply.
Does Pro Plus include five separate private accounts?

No. Your Pro Plus membership includes your own account plus up to five managed profiles.

Managed profiles are designed for people whose information you help organize, such as a parent, partner, or another person you support. They are not independent private accounts.

The account owner and authorized co-managers can access the profiles they manage. Sharing permissions and assigned roles determine what other people may see.

Is Be Sure They Know only for older people or people with an illness?

Not at all. It's for anyone who has information, instructions, memories, or personal knowledge that someone else may need or appreciate.

You might use it to organize household information, prepare for unexpected situations, leave messages for loved ones, document pet care, or preserve family stories. You don't have to wait for a crisis to begin.

Why write things down instead of simply telling people?

Spoken details can be forgotten, misunderstood, or difficult to find later. Recording them gives the people you trust a clearer reference for practical instructions, important contacts, and personal wishes.

You can return and update your information as your life changes.

Your information

Can I download my information and keep my own copy?

Yes. Pro Plus includes PDF and JSON export options for supported records. Available exports vary by section and format, so not every attachment or piece of content is included in every export.

We recommend keeping a separate copy of essential information and refreshing it after significant changes. You can store it securely on a personal device, an external drive, or another location you trust.

What happens to my information if I cancel?

When your paid membership ends, your account returns to Essentials. Features that require Pro Plus, including PDF and JSON exports, are no longer available without an active paid membership.

Export supported information before your paid access ends and maintain separate copies of essential records. Data retention and account handling are subject to our published policies.

Cancelling also ends your Founding Member benefits once your paid membership is no longer active.

What if Be Sure They Know ever stops operating?

We encourage members not to rely on any single online service as the only place they keep important information.

Pro Plus members can export supported records while the service and their paid access remain available. We cannot guarantee uninterrupted service or indefinite storage. Data handling is governed by our published policies.

Can I update my records whenever something changes?

Yes. Your information is meant to change with you. Return whenever you need to update a contact, record a new document location, change a pet care instruction, or add another memory.

If you use Pro Plus exports, remember to refresh your saved copies after important changes.

Privacy and sharing

Who can see the information I record?

Your information is private by default and is not publicly visible. You decide what information to share through the available sharing and access controls.

With Pro Plus, you can manage additional sharing permissions and roles. If you create a managed profile, the account owner and authorized co-managers can access information in profiles they are permitted to manage.

Emergency contacts, co-managers, message recipients, and Release Confirmers have different roles. Adding someone as a contact does not automatically give them access to your entire plan.

How is my information protected?

Connections to the service use HTTPS. Sign-in is handled by Clerk, and access to account information and files is subject to authentication and permission checks.

Keep your sign-in credentials and private sharing links confidential. No online security system can guarantee absolute protection. Please read our Privacy Policy for more information about how data is handled.

How does the emergency wallet card work?

The Emergency Notification System is a Pro Plus feature. You can enable an emergency link on a printable wallet card.

If someone finds the card, they can scan its QR code using their own connected phone. The emergency page allows them to confirm sending a notification to your designated contacts.

Scanning the card alone does not send a notification, and your contacts' phone numbers and email addresses are not shown to the person scanning it.

This system requires setup and an internet connection. It does not automatically detect emergencies and is not a monitored medical-alert or emergency dispatch service.

What is a Release Confirmer?

A Release Confirmer is a trusted person you designate to confirm when certain messages or information may be released.

The role is separate from emergency contacts, co-managers, and ordinary message recipients. Access and release are governed by the settings and conditions you establish.

The Release Confirmer feature is included with Pro Plus.

What it is and isn't

Is this a legal document? Do I still need a will?

Be Sure They Know is not a legal document and does not replace a will, power of attorney, or healthcare directive.

Those documents establish legal authority and instructions according to the laws where you live. Be Sure They Know helps organize the practical information, personal guidance, messages, and memories that legal documents may not address.

For legally binding arrangements, consult a qualified professional in your jurisdiction.

How will the people I trust find information if something happens to me?

With Pro Plus, you can choose what information to share and with whom, using the available sharing permissions and release conditions.

Trusted people can use the private sharing access you provide. Simply listing someone in My Contacts does not grant them access.

A designated Release Confirmer can confirm the release of certain information according to the applicable settings. We also recommend keeping essential offline instructions somewhere your trusted people know to look.

Account and billing

Can I cancel Pro Plus?

Yes. You can cancel your paid membership. Your paid features remain subject to the applicable billing terms, and your account returns to Essentials after paid access ends.

If you joined as a Founding Member, your original pricing and benefits continue only while your paid subscription remains active. They do not carry over after cancellation.

Can professionals offer Be Sure They Know to their clients?

We welcome inquiries from funeral professionals, financial planners, estate professionals, and organizations interested in helping their clients organize important information and preserve what matters.

Please contact hello@besuretheyknow.com to discuss potential partnership and client access arrangements.

Be Sure They Know is a personal information organization and legacy platform. It is not a legal, financial, medical, or emergency response service. Information recorded here does not replace legally binding documents or professional advice. For wills, powers of attorney, healthcare directives, and other formal arrangements, consult a qualified professional in your jurisdiction.

Start with what you know.
Preserve what matters.

You don't have to organize your whole life in one sitting. Begin with a few important details, add your stories and memories as you go, and give the people you care about a clearer place to find what matters.

Important contacts Where documents are kept Healthcare information and wishes Pet care instructions Personal stories and memories Messages for loved ones
Considering Pro Plus? Join by December 31, 2026, to become a Founding Member and keep your current Pro Plus pricing and benefits, including your own account plus up to five managed profiles, for as long as your paid subscription remains active. See the Founding Member offer.
Essentials free forever No credit card to start Private by default Update as life changes

Free guides and resources

Not sure where to begin? Start here.

You don't need to have everything figured out. Whether you're organizing everyday information, helping someone you love, or preserving meaningful memories, these free guides offer practical starting points.

Ready to put what you've learned into one place? Start with a free Essentials account and build your plan at your own pace.

Start Free — No Credit Card Required

Essentials is free forever. Pro Plus is available when you're ready for additional sharing, emergency notification, and legacy features.