Your personalized dashboard gives you a clear view of your planning progress, recent activity, and what needs your attention next.
- See your planning progress at a glance
- Keep up with recent activity
- See what needs your attention next
See what's complete. Know what comes next.
Your Dashboard
Keep important contacts, healthcare information, insurance details, legal and financial information, and personal preferences together in one organized plan that's easy to update and share with the people you trust.
- Keep key planning information organized
- Update your plan as things change
- Share the details you choose with people you trust
- QR code for quick sharing in an emergency
Keep the details that matter in one place.
Your Plan
Planning is easier when you can take it one step at a time. Assign and complete tasks, see what's been finished, and work together on what comes next.
- Work from one shared family checklist
- See what's been completed
- Break planning into manageable steps
- Track progress together
Turn planning into manageable steps.
Checklist
Keep appointments organized along with the details that help everyone prepare. Track who's going, transportation, questions to ask, and next steps so nothing gets lost along the way.
- Keep upcoming and past appointments organized
- Track who's attending and transportation
- Save questions to ask before the appointment
- Capture next steps and assign follow-up tasks
More than a calendar.
Appointments
Save the people and organizations your family may need to reach, so everyone has access to the same up-to-date information.
- Keep important contact information easy to find
- Share contacts with the family members who need them
- Update information once so everyone has the latest details
Keep important contacts in one place.
Shared Contacts
Janet is SilverPath's built-in AI assistant. She can help you explore planning topics, understand your options, and identify practical next steps in clear, everyday language.
- Think through decisions and options
- Learn about planning topics
- Find helpful resources
- Identify practical next steps
