Your Life. Your Plan. Your Way.

When it comes to designing a future where you’re in control, The Portal is the most versatile, powerful, and advanced tool available today.

Everything you need in one place.

The Portal is the ultimate gift to give to those who care about you. No one will have to scramble to step in to manage your affairs. No one will have to guess about your preferences for healthcare and housing, or how to pay for the things you need. It’s All There.

Create, store, and access your coordinated plan for health, housing, legal, financial, and family issues during retirement.

Built to help you avoid institutional care, becoming a burden, and running out of money in retirement.

The Academy offers in-depth knowledge about retirement planning that you can’t find anywhere else.

Comprehensive. Simple. Revolutionary.

Keeping information updated is not a burden because The Portal is so easy to use. It’s addictively simple!

Store comprehensive instructions for family members and agents—the only digital archive to do so.

A highly intuitive interface simplifies the uploading, accessing, updating, and sharing of information.

Get Your Ducks in a Row

Get Your Ducks in a Row

Make it easy for the people who love you to manage your affairs when you can no longer do it yourself. The Portal puts you one step closer to peace of mind—for everyone!

$25/month, billed annually

SPECIAL INTRODUCTORY OFFER

Try The Portal FREE for 30 Days

Then: $300 the first year

SEE HOW IT WORKS

Organizing your life has
never been easier.

GET STARTED FOR FREE

30-Day Trial

Plan. Store. Share. Relax.

Explore Upgrade Options for More Guidance and Support

The Portal + Workbook + Workshop  


The Portal + Specialist Support  

FREE
TRIAL

Test Drive
THE PORTAL
FREE for
30 Days!