Overview of Paige

Table of Contents

Where Paige Came From
Why This Matters
What Paige Is
How It Works
Who It's For
Paige and Banking Partners

Where Paige Came From

In 2017, Paige founder Emily experienced something no one should have to face: she lost three family members in the span of six weeks. In the midst of grief, she and her family were confronted with the overwhelming task of locating documents, untangling finances, tracking down passwords, and piecing together the wishes of people they loved, with almost no guidance and no roadmap.

She watched her family struggle not because they didn't care, but because the person they lost had never had a simple, accessible place to put it all together. And Emily realized that this wasn't an unusual story. It was in fact far too common.

"I kept thinking, there has to be a better way to do this. Not just for my family, but for everyone."

So she built it. Paige was created to be exactly what Emily’s family could have used: a simple, secure, affordable platform where anyone, regardless of age, wealth, or legal expertise, could organize their life in a way that protects the people they love. Not just estate documents, but the whole picture: the passwords, the contacts, the memories, the messages. Everything a family needs, in one place, waiting for them when they need it most.

Why This Matters

Most people associate legacy planning with lawyers, large estates, and old age. Paige was built on a different belief: that everyone has a life worth organizing, and that the people left behind deserve clarity, not chaos.

The reality is that losing someone brings hours of work and practical demands on top of grief. Finding documents, accessing accounts, notifying institutions, settling an estate. Paige exists to make that faster, easier and less stressful.

What Paige Is

Most people don't know where to start with legacy planning. Paige does. The platform walks you through it step by step, from creating a will and organizing critical documents to recording the details your family would otherwise have to search for. When you're ready, sharing with a trusted person is simple.

Here's what the platform includes:

• 📄 Will Creation Create a legally valid, state-specific will in about 15 minutes, no attorney required. Assign beneficiaries, name guardians for minor children, define medical directives, and document funeral preferences. One-time fee of $75, or $125 for two.
• 🗂️ Document Vault Upload and organize your most important documents such as insurance policies, property deeds, IDs, financial records, and more. You control who can access this info, and when.
• 🔑 Password Storage Securely store logins for your financial accounts, email, subscriptions, and other digital assets. Your family won't be locked out of critical accounts when they need access most.
• 👥 Contacts Keep a curated list of the key people your family would need to reach: your attorney, financial advisor, insurance agents, doctors, and others — each with their role clearly noted.
• 💼 Small Business If you own a business, document your entity information, key accounts, important contracts, and succession plan. Protect your partners and keep things running if you're suddenly unavailable.
• 📸 Memories Store photos, videos, and written stories for the people you love. Build something they can return to, not just in the weeks after you're gone, but for years.
• ✉️ Messages Write personal messages for specific people and schedule them for future delivery, at a milestone, after your passing, or whenever you choose.
• 🔗 Delegates & Sharing Assign trusted individuals as delegates who can access your full account after your passing is verified.

How It Works

Getting started with Paige takes just minutes. When you first log in, a guided 6-step Essential Setup in the Documents tool walks you through the most important information: your personal details, will, life insurance, funeral wishes, medical information, and child guardianship if applicable. From there, you can explore the rest of the platform at your own pace.

Everything is encrypted with bank-level security. You control access to every piece of information you store — nothing is shared without your permission.

Who It's For

Paige is for anyone who has people they love and information worth protecting. You don't need to be wealthy, elderly, or in poor health to benefit from getting organized.

Paige is especially valuable for:

• People who simply want peace of mind, knowing that if something unexpected happened, their family would have everything they need.
• Anyone who has experienced the difficulty of settling a loved one's estate and wants to spare their own family the same.
• Parents with minor children, for whom naming a guardian and documenting wishes is one of the most important things they can do.
• Small business owners, who carry responsibilities that extend beyond their personal estate.

Paige and Banking Partners

Paige partners with community banks, credit unions and financial institutions across the United States to bring legacy planning directly to their customers. Because banks already sit at the center of people's financial lives, they're a natural fit for helping families think holistically about the future.

Most partners offer Paige at a discount to their customers or members, and some fully sponsor Paige for their customers, covering subscription and will fees entirely. If you signed up through a bank or financial institution, your account may already reflect those benefits. Check with your bank or contact the Paige team to learn more.