Your guide will connect important document locations with the people who can help your family find them.
Record where the original will is kept, who prepared it and how to reach them. Note whether each item is a signed original, a copy or a draft, so your family knows which one is authoritative. You do not need a copy of a document to make its location useful. See how to organize important documents for family for a fuller system.
When your guide is ready, you review it and choose the pages that matter for each person. A caregiver may need practical care contacts; someone helping with the estate may need a fuller what my family needs to know list.
Your downloaded guide is designed to work without signing in. Review it with your chosen person so they know where to find the first contact, important papers and next steps.
Omliva does not hold copies of your documents. The product prepares folders in your own Google Drive or Dropbox, one per category with a note on what belongs in it, and you put scans and copies there with the provider’s own tools. The files stay reachable without us and on any device you already sync.
A family member may need practical help during an illness, as memory or decision-making changes, or after a loss. Access to information does not itself authorize medical, legal or financial decisions. The relevant documents, professionals and institutions still determine what someone may do.
Omliva has no automatic unlock based on inactivity, a diagnosis or a relative’s request. Who can open the folders is set through your provider’s sharing settings and its inactive-account option, which the handoff step asks you to configure before your guide is marked ready. Naming someone in the guide grants no access and no authority.
Omliva receives and stores your answers in encrypted storage, holds them only to build and update your guide, collects nothing it does not need for that, and deletes them on request. We do not claim HIPAA compliance or a security certification.
We never ask for passwords, PINs or full account numbers. Your answers belong in your account at app.omliva.com, not in an email to us.
Read the privacy and preview informationCare That Carries On
About an hour, and your family has a guide worth handing over.
