Your words & voice
Write, dictate or record personal messages and explain where loved ones can find the saved files.
Savior Compass 360 Planning Tools
Give the people you love a clear path forward.
The Peace of Mind Checklist brings your wishes, key contacts, document locations and personal messages together—without asking you to repeat work you have already done.
✓ Private by design✓ Works on phone or computer✓ Saves to your own device
A guided Life & Legacy Organizer
Not just a list.
A message in your own voice.
- Record messages for specific loved ones
- Upload existing estate documents for local review
- Describe funeral, memorial and personal-property wishes
- Create a polished family PDF and encrypted backup
One thoughtful place to begin
Less duplication. More clarity. A better gift to your family.
Documents & people
Organize wills, trusts, agents, trustees, health-care proxies, powers of attorney and professional contacts.
Wishes & keepsakes
Capture memorial preferences and who should receive meaningful belongings—with the story behind each choice.
A secure handoff
Save the family-ready PDF, then use Advyzon or a Savior-approved secure upload link when you choose to share it.
Privacy with a clear boundary
Savior can see that your access code was used—not what you write.
Stays with youYour checklist answers, uploaded documents, recordings and editable draft remain in your browser on your device.
Shared only by choiceSavior sees contact information only when you request access, and sees the completed checklist only if you deliberately send the PDF.
An exclusive Savior client benefit
Ready to create your Peace of Mind Checklist?
Use the household code in your invitation, or ask Savior Wealth for access and personal help getting started.