Bring your important information, contacts, instructions, stories, and meaningful memories together in one private place.
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Help a parent, partner, friend, or someone you care about organize important details while preserving the stories and memories that make their life uniquely theirs.
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Explore a thoughtful resource for the clients and families you serve, including potential professional partnership opportunities.
Explore professional options →Preserve What Is Important Now
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.
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.
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.
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.
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 · SharingRecord practical details such as accounts, insurance, medications, healthcare contacts, and household information so authorized people can find what they need when appropriate.
Finance · Healthcare · HouseholdRecord 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 · RecordsRecord 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 · ArrangementsLeave instructions for anyone caring for your pets, including feeding routines, medications, veterinarian information, preferences, and who can step in.
Vet · Routines · Care PlanWrite 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 · AudioTell 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 · MemoriesCreate a playlist of the songs that shaped your life. Add the memories, people, and stories connected to each song.
Music · Memories · StoryWrite your own obituary in your own words. Guided prompts help you capture the details, experiences, and stories you would want included.
Obituary · Export · ShareGather 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 · AudioWith 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 ProfilesDecide 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 · AccessInformation 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.
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.
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.
Add contacts, instructions, document locations, stories, and personal messages. Start with practical essentials or with the memories you want to preserve.
Add important people to My Contacts and select appropriate roles and sharing permissions. Emergency contacts, Release Confirmers, and co-managers have different responsibilities.
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, PMP
Founder, Be Sure They Know
Be Sure They Know is created and operated by Golden Pond Investments Inc.
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.
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.
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.
Free forever
Pro Plus
Everything in Essentials, plus advanced sharing, emergency notifications, personal recording tools, and additional managed profiles.
Founding Member offer available through December 31, 2026. Keep your membership benefits while your subscription remains active.
per month, billed monthly
per year, billed annually (about $6.67/month)
Save $16 per year compared with monthly billing
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 what's included in Essentials and Pro Plus, from practical planning tools to personal memories, emergency notifications, and sharing.
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 .
Be Sure They Know helps you keep important details together, decide what to share, and preserve a copy of supported records for yourself.
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.
The stories, messages, and information you record remain yours. Sharing is governed by your choices, applicable permissions, and our privacy policies.
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 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.
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.
Straightforward answers about getting started, membership, privacy, and sharing. If your question isn't here, email hello@besuretheyknow.com.
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.
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.
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.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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Free guides and resources
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.
Bring important contacts, instructions, document locations, and everyday details together so the people you trust know where to find them.
Read the guide →Identify the contacts, information, and instructions someone might need during an unexpected situation. Includes a free printable checklist.
Get the checklist →Explore the everyday information, important contacts, household routines, and practical details that partners may not realize they haven't shared.
Read the guide →Learn why practical instructions, document locations, personal wishes, and everyday information matter alongside formal estate documents.
Read the guide →Understand how online accounts, digital photographs, personal files, and meaningful memories fit into the information you leave behind.
Read the guide →Discover meaningful ways to preserve personal messages, favourite songs, photographs, family stories, and the experiences that make life yours.
Read the guide →A practical guide to the information worth organizing when you're helping a parent, partner, family member, or another person who relies on you.
Read the guide →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 RequiredEssentials is free forever. Pro Plus is available when you're ready for additional sharing, emergency notification, and legacy features.