How it works

Six steps. One clear path.

LastShelf keeps the process manageable: start with the essentials, review what we find, add what only you know, and choose who can access it when help is needed.

1. 01

   Start with guided setup

   LastShelf helps you list the people, documents, accounts, and critical expenses your family should know about.

2. 02

   Connect sources when useful

   With read-only Gmail and optional financial connections, LastShelf can find bills, statements, invoices, and payment confirmations you might otherwise forget.

3. 03

   Review what belongs

   Every discovered bill or account detail is surfaced for your approval. Nothing becomes part of the plan until you confirm it.

4. 04

   Add what only you know

   Wills, medical wishes, life insurance, safe deposit details, passwords in 1Password, advisors, property taxes, and storage units can all point back to the same shelf.

5. 05

   Keep the essentials current

   LastShelf checks for new bill activity and reminders so the plan does not quietly go stale.

6. 06

   Give trusted contacts instructions

   When help is needed, trusted contacts can receive step by step instructions for what to find, who to call, and which critical bills need attention.

Why LastShelf

Four reasons LastShelf is not another binder, vault, or budgeting app.

The point is not tracking spending or storing files for storage's sake. It is making sure the people you love are not left guessing.

01

Relief, not record keeping

The job is not to make a prettier binder. The job is to make sure your family knows what to do when they are scared, busy, or grieving.

02

Guided discovery, not a blank spreadsheet

LastShelf helps find important bills from connected sources and guides you through the documents, contacts, and account access you may need to add by hand.

03

Trusted contacts without handing over your whole life

People you choose can get limited instructions and handoff access when help is needed. No shared primary login, no loose password list.

04

Instructions, not autopilot

LastShelf tells people what needs attention. It never pays bills, moves money, or silently treats automation as truth.