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Families — After-Loss Guidance

When the hardest moment comes, help loved ones know what to do next.

Prepare guidance, contacts, messages, documents, and next steps privately. When the time comes, your Circle of Trust can unlock what you prepared for authorized loved ones.

The challenge they may face

Loved ones may face important decisions, documents, benefits, and contacts while coping with loss. Without guidance, it can feel overwhelming.

  • Important contacts

    Who to reach — advisors, clergy, close family.

  • Messages

    Notes and letters kept for the people who matter.

  • Documents

    Where important paperwork lives, organized calmly.

Seven categories. Everything has a place.

Add information as you have it. Nothing needs to be complete to be useful.

  • Important contacts

    Advisors, close family, and the people who should be reached first.

  • Key documents

    Where essential paperwork can be found, organized in one place.

  • Personal wishes

    Preferences recorded in your own words, for loved ones to reference.

  • Messages

    Personal notes and letters kept for the people who matter most.

  • Obituary wording & photos

    A starting draft and selected photos, ready for loved ones to use.

  • Funeral invitations & preferences

    Who to invite and any arrangement preferences you'd like considered.

  • First-step checklist

    A simple, ordered list of what to handle in the earliest days.

From first steps to lasting support.

Scroll through the guidance areas loved ones can find when your Circle of Trust unlocks what you prepared — checklist, messages, contacts, documents, and more.

First steps

A short, ordered checklist for the earliest days — nothing overwhelming, just what matters right now.

  • Notify closest family
  • Locate key documents
  • Contact chosen advisors
  • Review first-step checklist

Messages

Personal notes and letters, saved for the people who matter most, shared on your terms.

  • Letters to family
  • Advice and reflections
  • Voice or video notes
  • Messages for milestones

Important contacts

The people loved ones may need to reach — advisors, clergy, close family, and trusted friends.

  • Financial & legal advisors
  • Faith or community leaders
  • Close family & friends
  • Employer or HR contact

Documents

Where important paperwork lives, so it doesn't need to be searched for during a difficult time.

  • Estate documents
  • Insurance information
  • Identification records
  • Account references

Obituary

A starting draft in your own words, along with photos you'd like considered.

  • Draft wording
  • Selected photos
  • Key life details
  • Tone preferences

Funeral arrangements

Who to invite and any preferences you'd like your family to consider.

  • Invitee list
  • Venue or setting preferences
  • Music or reading requests
  • Arrangement notes

Support

A calm place to find the guidance and next steps you prepared — without pressure or urgency.

  • First-step checklist
  • Suggested contacts
  • Related resources
  • Where to ask for help

What Epilog guidance is - and isn't

Epilog helps you prepare clear, organized information for loved ones and release it through your Circle of Trust. It's a calm starting point, not a substitute for professional or legal advice, and not a guarantee of any outcome.

  • Guidance is prepared content you author — not a claim of instant benefit or claims processing.

  • Obituary publishing, funeral-home submission, and invitation delivery are not automatic — you and your loved ones stay in control of what's shared and when.

  • Epilog does not provide legal advice or verify death on your behalf — trusted contacts confirm within Circle of Trust.

The goal is simple: a calmer path forward.

Prepared guidance creates a path of care and clarity.

  • Less confusion

    Loved ones know where to look and what to do first, instead of guessing.

  • More care

    Time and attention can go toward each other, not toward searching.

  • Better continuity

    Your voice, wishes, and priorities carry forward clearly, in your own words.

Prepared privately. Released when it should be.

Your guidance stays private until your Circle of Trust confirms the time has come. No single person can unlock it alone — and nothing is shared before then.

  • Assign trusted contacts

    Choose family, friends, or professionals you rely on to confirm your passing inside Epilog.

  • Three confirmations

    Once three trusted contacts report that you have passed, Epilog can release what you prepared.

  • Guidance unlocks for loved ones

    Authorized recipients can find messages, documents, contacts, and next steps — on the terms you set.

Start with one message. Build your Epilog over time.

You do not need everything finished. Begin with what matters most, then add guidance as life continues.