06 Trusted Contact Vault Report

Report Overview

This is what your Trusted Contact receives

When your Say It Last trigger is activated, your Trusted Contact does not get a mystery, a mess, or a pile of guesses. They get clarity.

See it before it is ever needed

Preview the report from your Vault.

The report is already visible to you inside Say It Last. Previewing it does not trigger, release, or send anything.

1 Open Vault. 2 Choose Preview My Report.
Say It Last My Vault screen showing Preview My Report

The Preview My Report control lives on the Vault tab.

What if you miss the warning?

This is when the report matters.

1

You miss the reminders

Say It Last may warn you by push notification and email before release.

2

You still do not respond

If the configured release condition is ultimately met, the Trusted Contact handoff can begin.

3

Your person gets a place to start

The prepared Trusted Contact report gives them the contacts, instructions, and guidance you chose in advance.

False alarm? Your communication plan takes over.

If you are fine after a report has already been released, contact your Trusted Contact: “I’m fine. Please disregard and delete the report.” Choose someone you trust and talk through that plan before you ever need it.

“I wish I would have known.”

Say It Last is built for the details families often wish they had later — who to call, where the documents are, what to do with the pets, and even where someone wanted their ashes placed.

This page uses example information. Open the realistic, read-only sample report above or below. Nothing is triggered or sent by previewing it.

Trusted Contact Report

Prepared in advance. Released only when needed.

Sample Read-only
Recipient Trusted Contact
Release After release condition
Purpose Clear next steps
01

Immediate Next Steps

A practical place to start when everything feels urgent.

Estate attorney: [Attorney name / law office / phone]
Executor or family lead: [Name / relationship / phone]
Important documents: [Will, POA, advance directive, death certificate instructions]
Prevents: “Who do I call first?”
02

Important Contacts

People who may need to be notified or asked for help.

Family contact: [Name / phone]
Close friend or neighbor: [Name / phone]
Doctor or care provider: [Provider / office / phone]
Prevents: “Who else should know?”
03

Pets & Care Instructions

Care details so pets are not overlooked during a stressful time.

Veterinarian: [Clinic name / phone]
Pet routine: [Food, medication, walk schedule, special needs]
Preferred caregiver: [Who should take or check on the pet]
Prevents: “What happens to the pets?”
04

Accounts, Bills & Subscriptions

Ongoing items that may need attention, transfer, or cancellation.

Monthly bills: [Mortgage, utilities, insurance, phone]
Subscriptions: [Streaming, memberships, apps, recurring charges]
Financial notes: [Advisor contact or account guidance location]
Prevents: “What keeps charging every month?”
05

Documents & Reminders

Helpful notes that keep people from searching blindly.

Key documents: [Safe, folder, attorney office, or cloud location]
Home instructions: [Alarm, keys, utilities, vehicles, property access]
Digital access notes: [Password manager or emergency access instructions]
Prevents: “Where would they keep that?”
06

Final Wishes & Personal Notes

The personal guidance people often wish they had known.

Final wishes: [Burial, cremation, memorial, obituary preferences]
Ashes or resting place: [Where ashes should be placed, scattered, kept, or who should decide]
Messages: [Personal notes for loved ones]
Prevents: “I wish I knew what they wanted.”

Sample report shown for illustration. Your actual report will look different.

Handled. Decided. Safe.

Say It Last gives your Trusted Contact a clear place to start, so the people you love are not left guessing when it matters most.

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