Put the plans, authority, and information your family needs in place before the moment arrives.

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.

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.

The situation

A son initials a "responsible party" clause and a binding-arbitration addendum while admitting his mother.

With Briefcase

Briefcase reads the packet, flags the guarantee and the arbitration waiver, and readies the questions to strike them first.

The situation

A daughter transferred $40k to help her mother last year; now her mother needs long-term care and the transfer triggers a penalty period.

With Briefcase

Briefcase assembles the financial timeline, identifies every look-back transfer, organizes the application, and prepares the hardship-waiver narrative.

The situation

A woman quits her job to care for her father; siblings later accuse her of "living off Dad."

With Briefcase

Briefcase drafts a personal-care agreement, fair rate and defined scope, that holds up in review or dispute.

The situation

A widower's new "helper" gets added to his bank account and checks start disappearing.

With Briefcase

Briefcase builds a private evidence file, maps who to report to, and drafts the memo.

The situation

A retiree wires $18k to an AI-voice-cloned "grandchild" in trouble.

With Briefcase

Briefcase runs the recall and report checklist and maps the recovery paths.

The situation

An online partner talks a widow into "investing" through a fake trading platform.

With Briefcase

Briefcase preserves the chats and the on-chain trail before shame deletes them, files the reports, and weighs recovery against the platform and the bank.

The situation

A couple wires a deposit on an apartment listed on Craigslist that the "landlord" doesn't control.

With Briefcase

Briefcase assembles the proof, drafts the demand and dispute letters, and maps small claims against a chargeback.

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 situation

A son knows his father has "a lot in Bitcoin" on a hardware wallet, but his father won't write anything down.

With Briefcase

Briefcase holds the seed phrase in private, encrypted escrow that releases only when the father stops checking in.

The situation

A domestic-violence survivor's home address keeps resurfacing on people-search sites.

With Briefcase

Briefcase runs the broker opt-outs, files the deletion demands, and rechecks on a schedule.

The situation

A parent is falsely accused of something in a local Facebook group and it spreads.

With Briefcase

Briefcase preserves the posts, weighs defamation against opinion, and drafts the demand.

The situation

A 15-year-old's face appears in an AI-generated explicit image circulating at school.

With Briefcase

Briefcase preserves the evidence, maps the remedies, and drafts the letters to school and platform.

The situation

Two partners move in together and one of them owns the condo.

With Briefcase

Briefcase drafts the agreement, separate from shared, and keeps it.

The situation

Intended parents match with a surrogate who lives in a state with weaker parentage protections.

With Briefcase

Briefcase maps parentage law by state and organizes the agreement, order, and timeline.

The situation

A single mother-to-be plans to use a friend as a known sperm donor on a handshake.

With Briefcase

Briefcase records what both intend and surfaces the state's parentage rules before conception.

The situation

Only the birth mother appears on the birth certificate, and the couple worries about travel to states that won't recognize their family.

With Briefcase

Briefcase prepares the second-parent adoption packet and a proof-of-parentage folder the family can carry across any state line.

The situation

Two friends who are not romantically involved choose to raise a child together.

With Briefcase

Briefcase drafts the co-parenting agreement covering schedule, expenses, decisions, and disputes.

The situation

Young parents have a will but never named a standby guardian or emergency caregiver.

With Briefcase

Briefcase prepares the nomination, emergency authorization, and consents, ready to release.

The situation

A father collapses out of state and the hospital has no way to know he has a DNR and a healthcare proxy sitting in a drawer at home.

With Briefcase

Briefcase keeps the directive, proxy, and POLST where a hospital can reach them in an emergency, with a wallet card or QR code to point the way.

The situation

A child's therapy is denied as "not medically necessary."

With Briefcase

Briefcase reads the denial and the policy and drafts the appeal.

The situation

A school district keeps "losing" a dyslexic child's evaluation requests.

With Briefcase

Briefcase builds the paper trail, preps the IEP binder, and tracks every deadline.

The situation

A $9k out-of-network anesthesiology bill arrives after in-network surgery.

With Briefcase

Briefcase checks the bill against the No Surprises Act and drafts the dispute.

The situation

A family member is on a 72-hour hold and nobody understands their rights.

With Briefcase

Briefcase explains the hold, the family's rights, the hearing, and discharge, plainly.

The situation

Parents can no longer get medical or academic information about their kid the moment they turn 18.

With Briefcase

Briefcase prepares the launch kit, a HIPAA authorization, healthcare proxy, durable POA, and FERPA release.

The situation

One parent is undocumented, the kids are US citizens, and the family wants a plan in case of detention.

With Briefcase

Briefcase assembles the plan, standby guardianship, POA, originals, and a who-to-call packet, released only on trigger.

The situation

A citizen sponsored an ex-spouse's green card, and years after the divorce the ex claims ongoing support is owed.

With Briefcase

Briefcase finds and reads the I-864, maps exactly what ends the obligation, and prepares the defense or the negotiation.

The situation

A lawful permanent resident applying for citizenship needs five years of tax transcripts and a complete travel and address history.

With Briefcase

Briefcase assembles the N-400 evidence from the family's standing record, reconciles it, and flags the gaps, like a long trip abroad.

The situation

A survivor can't safely make calls or use a shared computer to seek help.

With Briefcase

Briefcase prepares the petition and timeline inside a locked, disguisable space.

The situation

Someone still living with an abuser wants to start documenting, quietly.

With Briefcase

Briefcase keeps an encrypted vault with timestamps, a quick exit, and quiet re-entry.

The situation

After leaving, a survivor discovers credit cards and loans an abuser opened in their name.

With Briefcase

Briefcase prepares the dispute packets for coerced debt, the FTC affidavit, and each creditor letter.

The situation

A home floods, FEMA denies the claim, and the insurer lowballs the payout.

With Briefcase

Briefcase reads both denials, pulls each deadline, and drafts both appeals at once.

The situation

A homeowner learns their policy cap covers only 60% of rebuild cost.

With Briefcase

Briefcase audits the policy for the missing coverages and documents the gap.

The situation

A family wants proof of what they owned if the house burns down.

With Briefcase

Briefcase keeps a living inventory that becomes the proof of loss.

The situation

A family relocates, and the new state may treat their wills, POAs, and directives differently.

With Briefcase

Briefcase runs the just-moved audit of what still holds, what benefits from re-signing, and what the new state's deadlines are.

The situation

Each spouse wants to provide for the new marriage while still protecting their own kids.

With Briefcase

Briefcase lines up the prenup, beneficiaries, and will or trust so none contradicts another.

The situation

A stepfather raises a child for ten years, then the biological parent dies and he discovers he has zero legal rights.

With Briefcase

Briefcase lays out stepparent adoption, standby guardianship, and a consent framework, and prepares the petition.

The situation

The divorce decree is final, but the ex is still listed on the 401(k), the life insurance, and a co-signed card.

With Briefcase

Briefcase generates the post-divorce cleanup list and tracks every retitling and beneficiary change to the end.

The situation

A spouse dies and the survivor doesn't know where the will is or what to do first.

With Briefcase

Briefcase runs the first days from the family's own record, will first, then claims and payments.

The situation

A modest estate is told by a bank or court clerk that it "needs probate" over a $4k account.

With Briefcase

Briefcase surfaces the small-estate paths, explains why each may apply, and prepares the one chosen.

The situation

Dozens of live subscriptions, social accounts, and a leaking cloud-storage bill survive the person who opened them.

With Briefcase

Briefcase inventories every account, closes or memorializes each, stops the charges, and keeps what the family wants.

The situation

An unmarried couple splits and both want the dog. Or a solo owner worries who takes the pet if something happens to them.

With Briefcase

Briefcase drafts the custody or co-ownership agreement for the dog, and a funded pet-care provision or trust for the solo owner.

The situation

A single parent sends a child abroad with grandparents, and the border demands a notarized consent letter.

With Briefcase

Briefcase generates the consent letter and medical authorization, stores them, and flags what the destination requires.

The situation

Three siblings inherit the family home; one wants to sell, one wants to live in it, one wants to rent it out.

With Briefcase

Briefcase explains partition, buyout, and accounting, keeps the expense ledger, and drafts the agreement the siblings choose.