Funeral Homes & End-of-Life Professionals
Help families think beyond formal arrangements to personal details, messages, stories, and instructions they may wish to preserve. Give clients a way to organize practical information before it is needed.
Be Sure They Know | For Professionals
Help your clients prepare for what matters.
Important information. Personal instructions. Emergency notification options. Meaningful memories. One private place.
Your clients may have important contacts, practical details, instructions, wishes, and stories that others will need at different points in their lives. Be Sure They Know helps them organize and preserve that information for everyday responsibilities, unexpected emergencies, and planned life transitions, while maintaining control over what they share.
Who This Is For
A thoughtful resource for the people you serve.
Whether you help clients plan, prepare, navigate change, or support loved ones, clear information and practical instructions can make a meaningful difference.
Financial & Estate Planning Professionals
Complement formal planning by encouraging clients to organize contacts, document locations, practical instructions, and information that may not appear in traditional estate documents.
Care & Family Support Professionals
Introduce a practical way for individuals and families to organize information, care preferences, emergency contacts, and instructions that can help trusted people provide support as needs change.
The Client Benefit
More than paperwork. More than memories.
Important information often lives in different places—folders, phones, conversations, and people's memories. Be Sure They Know helps bring those details together and gives clients options for making information available to the right people when needed.
Important Contacts
Record the people to contact and the roles they may play when support is needed.
Practical Instructions
Organize everyday details, care preferences, pet information, household responsibilities, and helpful guidance.
Document Locations
Help trusted people understand where important records and documents are kept, without exposing unnecessary sensitive details.
Emergency Notification System
An optional Pro Plus feature that helps designated contacts learn when an unexpected emergency has occurred. A person can scan the member's enabled wallet-card QR code and confirm the notification to initiate alerts to designated contacts. Scanning alone does not send an alert. This is not an automatic emergency detection or emergency dispatch service.
Stories & Personal Messages
Preserve memories, personal history, messages, and the meaning behind important moments and possessions.
Privacy & Access Choices
Keep information private and use available sharing and release controls to determine what authorized people can access. Advanced access options depend on membership features.
Information That Can Evolve
Update contacts, instructions, and personal details as circumstances and responsibilities change.
Not every important moment is an emergency.
Some clients are preparing for an unexpected event. Others are managing a gradual change in health, caregiving, family responsibilities, or end-of-life planning. Be Sure They Know supports both situations. Emergency notification is optional; organizing and sharing important information does not depend on activating it.
Exploring Professional Partnerships
A meaningful addition to your client experience.
We are exploring ways for professionals and organizations to introduce Be Sure They Know to the people they serve.
One possibility is a gifting model that would allow participating professionals to provide clients with access to Be Sure They Know as part of a broader service or client-care experience.
- Offer clients a practical resource that complements your existing services.
- Help clients preserve personal information and meaningful details that traditional documents may not capture.
- Introduce an optional emergency notification capability alongside ongoing information organization and personal instructions.
- Explore potential client-gifting or organizational arrangements.
- Give us feedback on what would make the program useful in your practice.
Our goal is to develop a straightforward, respectful partnership model that adds value without creating unnecessary administration for participating professionals.
Current status:
Professional gifting and bulk-access options
are being explored. They are not currently
available for purchase or redemption.
We welcome conversations with interested
professionals as we evaluate the program.
Common Questions
Questions professionals may have
A few practical answers about how Be Sure They Know may complement the work you already do.
How can Be Sure They Know help my clients?
Be Sure They Know gives clients a private place to organize important contacts, practical instructions, document locations, personal messages, and memories. It can complement professional planning by helping clients preserve useful information that may not appear in formal documents.
Does Be Sure They Know offer emergency notifications?
Yes. Pro Plus includes an optional Emergency Notification System. A person can scan an enabled wallet-card QR code and confirm a notification to designated contacts. Scanning alone does not send a notification. The system does not automatically detect emergencies or dispatch emergency services.
Is emergency notification required to use Be Sure They Know?
No. Clients can organize information and instructions for everyday responsibilities, gradual life changes, caregiving, or planned transitions without using emergency notifications.
Does Be Sure They Know replace a will, power of attorney, or professional advice?
No. Be Sure They Know complements formal legal, financial, and healthcare planning by organizing practical information, document locations, contacts, messages, and instructions. It does not replace legal documents or professional advice.
Can professionals purchase memberships for their clients?
Professional gifting and bulk-access arrangements are being explored. They are not currently available for purchase or redemption. Interested professionals can contact Be Sure They Know to discuss potential partnership opportunities.
Let's Connect
Could this be valuable to your clients?
Tell us about your organization, the people you serve, and how you might envision using Be Sure They Know. We'd welcome the opportunity to explore whether there's a fit.
Explore a PartnershipNo obligation. We're currently gathering interest and feedback from potential partners.