Families
Put the plans, authority, and information your family needs in place before the moment arrives.
A private family foundation that keeps the record organized, answerable, current, and shared only with the people the family authorizes for each part.
The worst week should not start with a search
A family does not have to reconstruct its legal life during its worst week.
The problem
Authority, estate documents, insurance, property, finances, health directives, caregiving plans, children's records, beneficiary choices, and digital accounts are scattered, outdated, or inaccessible to the person who will need them. The gap becomes visible only during a birth, move, incapacity, separation, disaster, or death.
What Briefcase does
Briefcase creates a private family foundation that keeps the record organized, answerable, current, and shared only with the people the family authorizes for each part. The family establishes authority, understands its documents and obligations, prepares routine plans and agreements, and keeps changes visible. Relatives, executors, caregivers, and professionals work from the same record.
Privacy is safety
Lawyers and institutions have always had a confidential system for their legal thinking. Briefcase builds it for everyone else.
The most sensitive record in a life gets the privacy an institution's record has always had.
The problem
A family's legal life holds the things that must never leak: a diagnosis, a custody plan, a survivor's address, a relative's status, the account nobody else knows about. A shared drive, a group chat, and an inbox were never built to hold them.
What Briefcase does
Each part of the family record is shared only with the people the family authorizes for it, and every grant is visible and revocable. Your matters train no model, ours or a provider's. What Briefcase never kept, it cannot hand over, and a matter you seal is readable by no one at Briefcase.
The record
A family navigates caregiving, children, property, health, emergencies, transitions, incapacity, and death without reconstructing its legal life at the worst possible moment.
I did find it helpful, very helpful, for the support and knowing that I'm not going there alone.
63.5%
of adult life Americans aged 20 to 64 can expect to spend free of civil justice problems, against 84% free of disabling health conditions.
Sandefur and Teufel, 2021Assessing America's Access to Civil Justice Crisis
73%
of California households experienced at least one civil legal problem in the past year, an average of six problems per household.
State Bar of California, 2024California Justice Gap StudyThe study headlines it as seven in 10; its chart puts it at 73 percent, up from 55 percent of households in 2019.
Use cases
Put the plans, authority, and information your family needs in place before the moment arrives.
The digital estate, locked out
The situation
A husband dies and his wife can't get into his phone, email, password manager, or the family's only crypto wallet.
With Briefcase
Briefcase builds the digital inventory and access directive, names a digital executor, and holds the recovery paths for release.
The POA the bank won't honor
The situation
A father's dementia advances and the bank refuses his nine-year-old durable power of attorney because it isn't on the bank's own form.
With Briefcase
Briefcase organizes the POA, shows whether it is springing or durable, and prepares the bank's acceptance packet and a physician's capacity letter.
When a POA never got signed
The situation
A mother never executed a POA and now lacks capacity, and the family may face court-supervised guardianship or conservatorship.
With Briefcase
Briefcase explains guardianship and conservatorship, prepares the petition and disclosures, and readies the family for the hearing.
Start with what happened, or with what you want to be ready for.
Join the waitlist and Briefcase will be in touch as access opens.
Pilots start as early as October 1, 2026.