§ Product · Plan Builder

The guided path, one question at a time.

The Plan Builder walks you through the decisions most families avoid — in small steps, plain language, with a confirmation at every turn. Save where you are. Come back tomorrow.

§ 01 · Three principles

How the path earns your attention.

I · Bite-sized

One question at a time.

No 40-field forms. Every screen asks for one decision, with a hint and a real example.

II · Confirmed

You'll see what changed.

After every step, a quiet summary. "You said cremation. We'll note that in your wishes." Correct or continue.

III · Resumable

Leave whenever you need to.

We save on every keystroke. We email you where you left off. No guilt. No streaks. No meters.

§ 02 · Inside the builder

A screen you'd actually want to meet.

VESTRY Plan Builder · § V · Final wishes · Step 3 of 8 ● Autosaved

Step 03 · Disposition

When the time comes, what would you like?

"Whatever my family wants" is a fine answer — you can say so. You can change any of this later. No one sees it until you invite them.

Traditional burialCasket in a cemetery plot, yours or chosen. CremationAshes returned to a person or place you'll name in the next step. Selected Green / natural burialNo embalming, biodegradable casket, in a state where it's legal. Whatever my family decidesLeave the decision to a named steward. We'll note your flexibility. I'd rather talk to someoneBook 20 minutes with a Vestry planner. No charge in the preview.

Saved 2 seconds ago · Continue later

§ 03 · The path

From nothing to everything, in quiet chapters.

The beginning

Who lives in your household. Who is already carrying something you'd like to share. We don't make you pick a plan yet — we ask what's true.

Est. time4 minutesConfirms1 summary

II.

The documents

A will or trust, depending on your state. Power of attorney. Healthcare proxy. Plain drafts first, with a licensed attorney review before anything is final.

Est. time22 minutesConfirms3 summaries

III.

The accounts

Banks, retirement, real estate, digital. Names and locations only — we never ask for passwords. Your executor will know where to look.

Est. time18 minutesConfirms2 summaries

IV.

The wishes

Disposition, ceremony, readings, music, words for an officiant. Small questions in a warm tone. You can say "I don't know yet" to any of them.

Est. time14 minutesConfirms8 summaries

The stewards

Who can see what, when. Each steward gets a letter in the mail explaining what you've asked of them, and how Vestry works. Nothing is assumed.

Est. time9 minutesConfirms1 per steward

VI.

The review

Once a year, we send you everything you've entered — on paper, in a bound register. Read it over tea. Change what's changed. Return it to the room.

CadenceAnnualDeliveredBy post

Begin before you need to

The first step is always the smallest one.

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