Families
Put the plans, authority, and information your family may need 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health directives, caregiving plans, children's records, beneficiary choices, and digital accounts are scattered, outdated, or inaccessible to the person who will need them.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.
“We have the documents somewhere.”
A document that is outdated, contradictory, or unavailable at the moment of need cannot do its job. Briefcase keeps the plan connected to the people, decisions, dates, and access that make it usable.
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.
“Who else can see this?”
The people you grant, and no one else. A grant is scoped to a part of the record, and the record stays the family's.
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
7 in 10
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 StudyUp from 55% of households in 2019.
Use cases
Put the plans, authority, and information your family may need in place before the moment arrives.
Every use case for personal and familyThe digital estate, locked out
Scenario a husband dies and his wife can't get into his phone, email, password manager, or the family's only crypto wallet.
The POA the bank won't honor
Scenario 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.
When a POA never got signed
Scenario a mother never executed a POA and now lacks capacity, making guardianship or conservatorship a possible court-supervised path.
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.