You don't have to figure out the money alone.
Bea is an AI financial guide for widows and families after loss. She helps you understand what needs attention, what can wait, and what to do next — from Social Security and insurance to probate, bills, accounts, and forms.
Bea helps you sort what matters first.
After a partner dies, the paperwork starts quickly. Letters arrive. Benefits need to be claimed. Accounts need to be found. Bills still come due.
Bea helps you slow it down.
You can talk, type, or upload a document. Bea reads it with you, explains it in plain English, finds the deadline, and helps you take one clear next step.
What Bea can help you do.
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Understand letters, bills, forms, and account notices
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Find deadlines and next steps
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Organize benefits, insurance, probate, and household accounts
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Create reminders so nothing important gets missed
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Prepare questions for an advisor, attorney, or family member
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Sort what is urgent from what can wait
You bring Bea what you have. She helps you make sense of it.
"I found a letter from Social Security. I don't know what to do."
"Let's figure out what this says, whether there's a deadline, and what your next step should be."
- 01
Bring her what you have.
Upload, type, or talk through a letter, bill, or question.
- 02
She explains it in plain English.
No jargon. Just what it actually says.
- 03
She finds the deadline.
What needs attention now, and what can wait.
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She gives you one next step.
One clear thing to do, with a reminder so you don't have to hold it in your head.
Bea moves at your pace.
Grief can make paperwork, passwords, and phone calls feel impossible. Bea doesn't hand you a giant checklist. She helps you take the next step, then the next one.
Your information stays yours.
Bea helps you organize financial information without moving money or making decisions without you. You choose what to upload, what to connect, and what to share with an advisor, attorney, or family member.
Bea is not a replacement for your advisor, attorney, or family. She helps you get organized, understand what you're looking at, and prepare to take the next right step.
Planning ahead can make the first year easier for the person you love.
Families can also use Bea before a loss to organize accounts, documents, contacts, and instructions in one place. So when the time comes, the person left behind doesn't have to start from scratch.
Start with one clear step.
Join the Bea early-access list and get Financial First Steps for Widows, a simple guide to the decisions that matter most in the first 30 days.
Save my spot and get the free guideBeta launching Fall 2026 · Free to join
Start here.
Download The Financial First Steps for Widows — a free guide to the decisions that matter most in the first 30 days.
You'll also get early access to Bea when we launch in Fall 2026. Unsubscribe anytime.