What You Get
Everything Important. Beautifully Organized.
Tabeny transforms your important personal information into a professionally designed Personal Information Portfolio.
Instead of searching through filing cabinets, computer folders, emails, and scattered documents, you'll have one organized reference to the important details of your life.
Your portfolio is designed to help you stay organized and make important information easier for your family to locate when needed.
One Portfolio. Everything in Its Place.
Your completed portfolio brings together your important personal, financial, property, insurance, legal, and household information in one convenient, professionally organized document.
Illustrative sample pages: executive summary, information directory, and Readiness Score. All information shown is fictional.
View Sample PortfolioEight Important Areas of Your Life
Personal & Family Information
Essential personal details, family members, and important household information.
Banking & Financial Accounts
A convenient reference to your banking relationships, investments, credit cards, and other financial accounts.
Insurance Information
Details of your insurance policies, including providers, policy references, and important contacts.
Property & Major Assets
Information about your real estate, vehicles, boats, and other significant assets.
Legal & Estate Documents
A record of your wills, powers of attorney, and other important legal documents, including where they can be found.
Household & Digital Information
Important household services, digital accounts, and locations of essential records. We never ask for or store passwords or other login credentials.
Important Contacts
A consolidated directory of family members, professional advisers, and other important contacts.
Executor & Family Instructions
Practical information to help your family or executor know where to begin and where important records are located.
Know How Prepared You Are.
Organizing your information is important. Understanding what's missing can be just as valuable.
Moderately Prepared
Category-by-Category Readiness
- Personal & Family
- Banking & Financial
- Insurance
- Property & Assets
- Legal & Estate Documents (incomplete)
- Household & Digital
- Important Contacts (incomplete)
- Executor Instructions (incomplete)
Sample Recommendations
- Confirm the location of your original will.
- Record your lawyer's contact information.
- Identify where your family can find important financial records.
Your Tabeny Readiness Score measures how thoroughly you've documented the important areas of your life. It helps identify missing information and provides practical suggestions for improving your preparedness.
The Readiness Score assesses information organization and completeness, not the legal or financial adequacy of your arrangements.
Your Information. Professionally Presented.
You'll receive a downloadable PDF containing:
- A personalized cover
- An executive summary
- Your Readiness Score and recommendations
- Eight organized information sections
- Important contacts and document locations
- Information useful to family members and executors
Polished, readable, and appropriate for printing.
Your Information. Your Control.
Tabeny is designed to help you organize your information without permanently maintaining a copy of your personal portfolio. You decide where to store your completed document and who may access it.
Final information-retention and deletion procedures are being developed and verified before launch.
Everything You Need. One Simple Price.
$129 CAD
One-time purchase. No subscription.
- AI-guided information organization
- Personalized Readiness Score
- Professional Personal Information Portfolio
- Downloadable PDF
- Portfolio preview before purchase
Additional updated portfolios: $19 CAD each.
Applicable taxes are additional.
Complete your guided interview and preview your portfolio before purchasing.