Benefits
A Little Organization Today. Greater Peace of Mind Tomorrow.
Over a lifetime, accounts, insurance policies, legal documents, and personal records accumulate. You may know where everything is — but could your family find it when needed?
Tabeny's goal is simple: bring your important information together, identify what's missing, and help you feel more confident that the details of your life are organized.
A little preparation today can make life easier for you and the people you care about tomorrow.
Six Reasons to Tabeny
Enjoy Greater Peace of Mind
There's comfort in knowing your important information is organized and easy to find.
A clear, practical record of the important details of your life can help replace uncertainty with confidence.
Make Things Easier for Your Family
If a family member or executor ever needs to locate important information, having an organized reference can make a difficult situation more manageable.
Your portfolio is intended to help them understand what exists, where documents are located, and whom to contact.
Discover What's Missing
Most people have information scattered across multiple places, and important details can easily be overlooked.
The forthcoming Tabeny Readiness Score will highlight gaps in your recorded information and suggest practical next steps.
Save Time and Reduce Frustration
Less searching through drawers, filing cabinets, computer folders, and emails to locate important information.
One organized reference puts the details you've documented within easier reach.
Stay in Control of Your Information
Your personal information belongs to you.
Tabeny is designed as a portfolio creation service rather than a permanent storage service.
You choose where to keep your completed portfolio and who may access it.
Keep Your Information Current
Life changes. Accounts are opened or closed, properties are bought or sold, and important contacts change.
The planned update feature will let you return, upload your previous portfolio backup, revise your information, and obtain an updated portfolio.
Updated portfolios are planned to cost $19 CAD each, plus applicable taxes.
A Gift to the People You Care About
One of the Most Thoughtful Things You Can Do for Your Family.
“Your family may know you better than anyone. But do they know where you keep your insurance policies? Which financial institutions you deal with? Where your original will is located? Or whom to contact if they need assistance?”
These are questions that can become especially important during an illness, emergency, or after the loss of a loved one.
By organizing this information today, you can make it easier for the people you trust to find what they need tomorrow.
“The greatest benefit of being organized may be the peace of mind you give someone else.”
Preparedness Is More Than Having a Will
Having a Will Is Important. But There's More to Being Organized.
A will is an important part of estate planning, but it may not tell your family where to find all the practical information needed to manage your affairs.
Bringing these important details together gives your family a clearer place to begin.
Tabeny is an information organization service. It does not replace a will, power of attorney, or professional legal, financial, or estate-planning advice.
Consider these questions:
- Would someone know which banks and investment firms you use?
- Could they locate your insurance policies?
- Would they know where your property records are kept?
- Could they find contact information for your lawyer, accountant, or financial adviser?
- Would they know where important household and digital records are located?
- Have you documented practical instructions for your executor or family?
Know Where You Stand
Your Readiness Score. Your Roadmap to Better Organization.
Moderately Prepared
The forthcoming Readiness Score will show how thoroughly you've documented the important areas of your life, with a clearer path to filling the gaps.
Example recommendations
- Record where your original will is located.
- Add missing professional contact information.
- Document where important financial records can be found.
Your score isn't a judgment about your finances or estate arrangements. It's a practical measure of how complete and accessible your recorded information is.
Designed for Real Life
Whether You're Planning Ahead or Helping Someone You Love.
Approaching Retirement
Bring together important information as you prepare for a new stage of life.
Already Retired
Create an organized reference to your financial, property, insurance, and personal affairs.
Managing Multiple Properties or Accounts
Keep track of important records and contacts across different institutions and locations.
Helping Aging Parents
Work together to document important information and make it easier for trusted family members to provide assistance when needed.
Simple, Private, and Affordable
Simple to Use
The planned AI-guided interview will walk you through your information in everyday language, at your own pace.
Designed Around Your Privacy
Tabeny is being developed to avoid permanently retaining customers' sensitive portfolio information. Final retention and deletion procedures will be verified before launch.
One-Time Pricing
Your completed Personal Information Portfolio is planned to cost $129 CAD, plus applicable taxes.
No subscription is required.
Getting Organized Starts with One Simple Step.
You don't have to organize everything in one day. You just have to begin.
Your life. Organized.
Get StartedComplete your guided interview and preview your portfolio before purchasing.