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For Families & Executors

For planning ahead, or for figuring it out after.

Settling an estate can involve hundreds of hours of searching, sorting, and contacting institutions. Perpetua brings the accounts, benefits, policies, and obligations tied to a life into one place and gives you a clear path forward.

Get Started
Two women at a dining table reading through a spread of paperwork together

What you get

Scattered accounts, gathered into one list.

Perpetua analyzes email metadata to surface accounts and institutions connected to you, then builds a practical checklist for what’s next. We collect only the data needed to provide the service and delete it when it is no longer needed. Our platform undergoes annual, independent security reviews.

Before

Planning Ahead

Map what is tied to your life now, while you can still explain it. Your family inherits a guide instead of a search.

Create your free playbook

After

Settling an Estate

Start from whatever you have. Perpetua looks for the rest and shows you what needs attention first.

Execute on the estate

Discovery in a matter of minutes.

Perpetua identifies known and hidden accounts across financial, medical, and social platforms, bringing your digital footprint into one place. Get personalized instructions for your accounts whether you’re planning ahead or settling an estate. For those settling an estate, we charge a flat fee of $129, a fraction of what a traditional estate settlement service charges.** And if you’re not satisfied, email us within 30 days for a full refund.

** Traditional estate settlement services often charge 3% to 8% of the estate’s value.

Planning Mode
Free
Executor Mode
$129

A simpler place to begin

Find Accounts You May Not Know About

Look for signs of bank accounts, investments, insurance, benefits, bills, subscriptions, and other services connected to your loved one, or to your own life while you still can.

See the Full Picture in One Place

Bring useful account information together so you are not relying on scattered paperwork, old emails, or your memory.

Understand What Needs Attention

Prioritize the accounts and services that require follow-up so you can keep the estate settlement process moving forward.

Get More from Professional Support

Share a clearer picture with attorneys, financial advisors, accountants, and other professionals so they can provide more focused guidance.

Why families trust Perpetua

An older person's hands held in a younger person's
After my dad passed, a clock started. When you are aware of all the things that need to be done, you just want to get to the other side of it. You are trying to grieve, but you can't relax and process it until you get through the laundry list of things. I wish I had Perpetua to help me keep track of everything.
Sydney K. · Executor, New York

Privacy you can count on.

Perpetua helps you keep track of what needs your attention without collecting more information than necessary. Your information is encrypted at rest and in transit. We never sell your information or share it with third parties, and you can ask us to delete it at any time.

Our platform undergoes annual independent assessments conducted by third-party auditors to verify the strength of our privacy and security practices. We update this list as each certification is completed.

  • CASA Tier 2Certified
  • SOC 2 Type IIUnderway
  • GDPRAligned

Ready to take the next step?

Let us help shoulder some of the weight. The rest will get lighter soon.

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