Answers before you begin.

What Omliva is, what the walkthrough lets you try before you buy, and how the family guide works once you have an account.

About Omliva

What is Omliva?

Omliva is a self-service family guide. You answer guided questions online in short sessions, and Omliva turns your answers into a large-type PDF your family can use in an emergency or after a death, plus a set of named folders in your own Google Drive or Dropbox.

Does this replace a will or estate plan?

No. Omliva organizes practical information alongside your existing arrangements. It does not draft legal documents, decide inheritance or provide legal, financial, tax or medical advice.

Is Omliva a physical product? Will something be mailed to me?

No. Omliva is entirely digital: a walkthrough in your browser, a family guide you download as a PDF, and folders prepared in your own Google Drive or Dropbox. Nothing is printed or shipped. If you would like a paper copy, print the PDF yourself; it is laid out in large type for exactly that.

Does Omliva include a will, a lawyer or notarization?

No. Omliva does not include or create a will, trust, power of attorney or any other legal document, does not provide a lawyer or legal advice, and does not notarize, witness or file anything. It records where those documents are and who prepared them, so your family can find them. If you need an estate plan, an attorney does that.

What if my family cannot open my Google Drive or Dropbox?

The handoff step covers this and is not optional: before your guide is marked ready you share the folder with at least one named person, set up your provider’s inactive-account option (Google’s Inactive Account Manager, for example) and record where a printed start-here page is kept. Your family then has three ways in, none of which depend on your password or on Omliva.

What happens after the first year?

Nothing changes. Updates are included for as long as your account exists, with no renewal and no yearly charge, plus a yearly check-in and prompts after life events. You also get an editable Word copy (.docx) of the guide in your own storage, so it can be kept current even without Omliva.

Is there an option for law firms?

A firm-sponsored model is being considered for U.S. estate-planning and elder-law practices. Clients would use the same self-service preparation flow, with their own sharing choices. Availability and commercial terms remain to be decided.

Is Omliva a legal, financial or medical service?

No. Omliva organizes practical information such as contacts, document locations, wishes and instructions, so your family has a starting point. It does not replace a lawyer, financial adviser or doctor. For documents like a living will, our guide on living wills and advance directives explains what that document does and where to get one.

Who is Omliva for?

Omliva is built for the parent who wants to get organized and the adult child who may need to help. Whether you are preparing your own guide, working through it with a partner, or helping an aging parent get started, the guided questions adapt to whose information is being recorded. See our guide on talking to your parents about their affairs if you are starting that conversation for someone else.

How is a family guide different from a paper binder or spreadsheet?

A binder or spreadsheet only holds what you type into it yourself. Omliva’s guided questions ask what is worth recording, then organize the answers into a large type PDF with an emergency sheet, contacts, document locations and next steps already laid out for you. If you already keep a binder, our household binder guide covers what to include either way.

Getting started

Will I need a spreadsheet or an appointment?

No. Omliva handles the structure and presentation. You sign up, answer guided questions and review the result in your account. There is no phone interview or concierge step.

How much work will I need to do?

You will still need to supply and check the facts. Four Essentials sessions come first (who to call, where the will is, home and pets, the bills that auto-pay), about an hour in total, and they already produce a guide worth handing over. The remaining sessions add depth whenever you want it, at about 15 minutes each, with room to pause or return.

What if I don’t know an answer?

You can skip it, mark it to check later or leave it out. Unconfirmed details stay visible, so the guide never suggests that missing information has been verified.

Can I sign up or buy it today?

Yes. The Get Omliva page takes you to a secure Stripe checkout, and your sign-in link arrives by email right after payment. The walkthrough opens in your browser on any device.

How much will it cost?

One payment, with no subscription and no renewal. The price, everything it includes and everything it does not are on the pricing page. Updates are included for as long as your account exists, and one payment covers your household.

Do I need to finish my guide in one sitting?

No. Sessions are designed to take about 15 minutes, with no countdown, so you can stop and pick up again whenever it suits you. Answering a little at a time is expected, and your progress is saved as you go.

What information should I have ready before I start?

Nothing formal. A useful starting point is often just an institution name or the person who holds a document, not the document itself. Passwords, PINs and full account numbers do not belong in your guide. Our list of what your family needs to know shows the kinds of details worth gathering first.

Can I try Omliva before creating an account?

Yes. The preview is one real Essentials session, First calls and first steps, that you complete with your own details without creating an account. Your answers stay in your browser on that device, nothing is sent to Omliva, and the Clear my answers button removes them. Real accounts and saved guides live at app.omliva.com once you have purchased.

Your guide

What will be in the finished guide?

Your guide includes a one-page Start-here sheet, contacts, document locations, household information, wishes, a first-week checklist built from your answers and a page of anything still to confirm. Large type and clearly labeled pages make it easy to read and to replace later.

Can I print the guide?

Your guide is a large-type PDF plus an editable copy, as a Word file (.docx). Nothing is printed or mailed. For a paper copy, print the PDF yourself; it is laid out in large type for exactly that. You can view a sample now.

What sections does the guide cover?

The guide covers your key contacts, document locations, household and everyday information, and practical wishes, organized under clearly labeled sections rather than one long list. You can see how these come together in your family guide, including a completed fictional example with large type and a one-page emergency sheet at the front.

Will the guide mark information I have not confirmed yet?

Yes. If you skip a question or mark it to check later, that status stays visible in your guide instead of being hidden or quietly guessed at. Your family then knows exactly what still needs checking.

Can I choose which pages my family sees?

When your guide is ready, you review it and choose which pages to hand over to each person. A caregiver may only need practical contacts, while someone helping settle your estate may need the fuller picture. See documents and access for how that sharing choice works.

Updating and sharing

How do I update my guide?

Edit the relevant answer in your account. Omliva regenerates the affected pages and gives you an updated PDF. Routine changes do not require a call, support ticket or staff member to make the change for you.

Will my next of kin automatically get access?

No. Sharing follows the owner’s choices and the permissions available in the product. Being next of kin, reporting an illness or saying that someone has passed away does not automatically unlock information. The guide does not give anyone legal authority.

How often should I update my guide?

Update it whenever a contact, account or wish changes. Omliva sends one check-in in your account each year and a prompt after life events such as a move or a death in the family, and reading the guide through once a year even when nothing obvious has changed is a good habit. A guide is only useful if it reflects your current situation.

What happens to old information when I make a change?

Editing an answer regenerates every page it affects, so your family has one current guide rather than several conflicting versions. The updated PDF replaces the previous copy rather than adding to it.

Do I need to tell Omliva when my guide changes?

No. You edit the answer yourself in your account and the guide regenerates from there.

Privacy and security

Does Omliva receive my information?

Yes. Omliva stores the answers you submit so it can generate and update your guide, in encrypted storage, and deletes them when you ask. Your documents never pass through Omliva: they live in your own Google Drive or Dropbox. The preview keeps your answers only in your own browser and sends nothing to Omliva.

Does Omliva claim any security or health-privacy certification?

No. Omliva is not a health care provider and displays no certification badges. Your documents stay in your own Google Drive or Dropbox and never pass through Omliva. Your answers are held in encrypted storage, Omliva never asks for passwords, PINs or full account numbers, and you can ask us to delete your answers at any time.

Will Omliva ever ask for my passwords or account numbers?

No. Omliva never asks for passwords, PINs or full account numbers, and the guided questions are not built to collect them. The institution name and where the document is kept are what belong in your guide, not the credentials.

Can I have my information deleted?

Yes. Email [email protected] from the address on your account and we delete your answers. Anything already saved in your own Google Drive or Dropbox stays yours.

Does anyone else see my answers automatically?

No. There is no automatic unlock based on inactivity, a diagnosis or a relative’s request. Access to your guide follows the sharing choices you make yourself, and having access to information does not by itself give anyone legal, medical or financial authority to act on your behalf.

For families helping a parent

Can I prepare this with a parent or partner?

Yes. Helping-a-parent mode lets an adult child type while the parent reviews and approves every answer, and a partner gets a guide of their own in the same account. The person whose information it is chooses what to record and who may see it. If you’re helping a parent get started, our guide on talking to aging parents about their plans has tips for that conversation.

How do I bring this up with a parent who does not want to talk about it?

Start small and let them set the pace rather than pushing for a full conversation at once. Our guide on talking to your parents about their affairs has specific openers, timing suggestions and what to write down once they are ready, so you are not starting from a blank page.

What is the difference between helping a parent and having authority over their affairs?

Helping someone organize their information is not the same as having legal authority to act for them. A caregiver or adult child can support the process, but decisions still depend on whatever documents, such as a power of attorney, are actually in place. Omliva does not grant anyone authority; it only organizes what is recorded.

Can I pay for my parent’s guide without seeing their answers?

Yes. Paying for someone’s guide does not automatically give you access to their information. The person whose guide it is chooses what to record and who may see it, the same as if you had given them a notebook to fill in themselves.

After a death

What is the first thing to do after someone dies?

There is no single required first step, and the right order depends on the situation. Our step-by-step checklist for what to do when someone dies lays out a practical order, from the immediate calls in the first day to the paperwork and notifications that follow over the following weeks.

Do I need to notify Social Security when someone dies?

In many cases yes, and sometimes the funeral home submits the initial report on the family’s behalf. Our guide on how to notify Social Security of a death covers who is responsible for reporting it, what information is needed, and what typically happens to benefits after the report is made.

Does power of attorney let me manage things after someone dies?

No. A power of attorney only works while the person who granted it is alive, and it ends automatically the moment they die. Our guide on whether power of attorney ends at death explains what takes over instead, usually an executor or administrator appointed through the probate process.

How does probate work, and do all estates go through it?

Not every estate needs full probate, and the specific process, forms and thresholds vary by state. Our guides on settling an estate and probate courts by state cover how the process generally works and point you to your own state’s court self-help pages for the rules that actually apply.

What should I do about a deceased person’s online accounts?

Social media, email and subscription accounts each have their own process for memorializing, transferring or closing an account, and most require proof of death before they will act. Our digital legacy checklist covers the major platforms, the documents they typically ask for, and what a family can usually expect to happen.

Can a family guide help after someone has already died, or only beforehand?

Both. A guide prepared in advance gives a family the head start of already knowing where things are and who to call first. If nobody prepared one in time, our checklist for what to do when someone dies and our executor checklist can help you work through what still needs to be done.

Documents

Can I keep a copy of my will with Omliva?

Omliva does not store documents and has no upload feature. Your guide records where the signed original is kept and who can help retrieve it, and a scan or copy can go into the wills folder Omliva prepares in your own Google Drive or Dropbox. Our guide on where to keep important documents can help you pick a safe spot for the original.

Where should I keep my original will and other important documents?

Keep original signed documents somewhere secure, and make sure at least one trusted person knows where that is and how to reach anyone who helped prepare them. Our guide on where to keep important documents walks through common options, from a bank box to a fireproof safe at home, and their tradeoffs.

How do I organize documents my family will need someday?

Start with a locator rather than a full filing system, noting what each document is, whether it is a signed original or a copy, and who prepared it. Our guide on how to organize important documents for your family walks through a practical system you can build a little at a time.

What is a letter of instruction, and is it different from a will?

A letter of instruction is not a legal document. It is a plain explanation of practical details a will does not cover, such as who to call first, where a spare key is kept, or which neighbor feeds the cat. See our guide on how to write a letter of instruction for what to include.

Do I need a vault to store scanned copies of my documents?

No. Omliva does not run a vault. Scanned copies go into the folders Omliva prepares in your own Google Drive or Dropbox, where they stay reachable without us. Many families also keep paper copies together in a physical folder or binder; see our guide on the “in case I die” binder for what to include.