How It Works
Getting organized has never been easier.
Tabeny helps you bring together your important personal information in one organized, easy-to-understand portfolio.
There's no complicated software to learn. Simply answer questions at your own pace, and we'll guide you through the process.
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Step 1 — Tell Us About Yourself
Begin with basic information about yourself, your family, and your household.
Our guided interview walks you through the important areas of your life, one step at a time.
You can save your progress and return whenever you're ready.
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Step 2 — Organize Your Important Information
We'll help you identify and record information about your banking, investments, insurance, property, legal documents, household affairs, and important contacts.
You remain in control of the information you provide.
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Step 3 — Discover Your Readiness Score
Tabeny evaluates how thoroughly you've documented the important areas of your life.
Your personalized Readiness Score, on a scale of 1 to 10, helps you understand what's organized and what may be missing.
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Step 4 — Review Your Portfolio
We'll organize your information into a professionally designed Personal Information Portfolio.
Review your completed portfolio and make corrections before purchasing.
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Step 5 — Download Your Portfolio
Purchase your completed portfolio for a one-time payment of $129 CAD, plus applicable taxes.
Download your PDF and keep it somewhere safe.
No subscription required.
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Step 6 — Keep Your Information Current
When something changes, return to Tabeny and upload your previously downloaded portfolio backup file.
Update your information through the guided interview.
Updated portfolios are available for $19 CAD each, plus applicable taxes.