Over a lifetime, we accumulate a remarkable amount of important information.
Bank accounts. Investments. Insurance policies. Property records. Legal documents. Important contacts. The list goes on.
Most of us know where much of this information can be found. But it's often scattered across filing cabinets, computer files, emails, and different locations.
And while we may know where everything is, would our family know where to look if they needed it?
That's why Tabeny was created.
Our Mission
Making life's important information easier to organize.
Our mission is simple:
To help Canadians organize their important personal information, understand what's missing, and make life easier for themselves and the people they care about.
We believe getting organized shouldn't be complicated, expensive, or overwhelming.
And it shouldn't require specialized financial or technical knowledge.
Tabeny provides a straightforward way to bring together the important details of your life in one professionally organized Personal Information Portfolio.
A Smarter, Simpler Way to Get Organized
Tabeny uses modern technology to make an important task easier.
Through a friendly, AI-guided conversation, we help you identify and record information about your finances, insurance, property, legal documents, household affairs, and important contacts.
You work at your own pace, answering questions in everyday language.
As you progress, Tabeny helps organize your information and identifies areas that may need attention.
When you're finished, you'll receive a professionally designed Personal Information Portfolio that you can download, keep, and share with someone you trust.
No complicated forms. No technical expertise required.
Know How Prepared You Are
Organizing your information is an important first step.
Understanding what's missing can be just as valuable.
That's why we developed the Tabeny Readiness Score.
Your personalized score provides a practical assessment of how thoroughly you've documented the important areas of your life.
It highlights what you've already organized and identifies opportunities to improve.
The Readiness Score measures the completeness and accessibility of your recorded information. It is not a substitute for professional financial, legal, or estate-planning advice.
Your Information. Your Control.
We believe your personal information should remain under your control.
Tabeny is being designed as a portfolio creation service, not a permanent repository for your sensitive personal records.
Our intended approach is to use your information to prepare your portfolio, then delete the portfolio information according to a clearly disclosed retention schedule.
You decide where to securely store your completed portfolio and who may access it.
We believe privacy should be built into the service from the beginning.
Designed with Canadians in Mind
Tabeny is being developed specifically for Canadians.
Whether you're approaching retirement, managing multiple properties, helping aging parents, or simply looking to get your affairs in order, our goal is to make the process easier.
We recognize that every person's circumstances are different.
That's why Tabeny is designed to guide you through the information relevant to your life, without requiring you to complete unnecessary sections.