Get your affairs sorted today with PROMPT, so that your loved ones don’t have to!
A secure dashboard storing all your essential personal and financial provider information in one place, so that your family, friends and loved ones can locate crucial information quickly and easily when they need to the most.
We help you keep the location of your affairs current – anywhere in the world.
When someone dies, locating their financial information can be incredibly time consuming, stressful and expensive.
If you have gone through this already, you will know how hard this time is.
At PROMPT, we believe it can be simpler.
Wherever in the world you hold accounts and investments, we allow you to name all of your providers in one place within your Personal, Business and Trust Dashboards.
Your PROMPT Summary can then be sent to your nominated Personal Representatives – whether that be your Lawyer or someone else you trust – prompting them where to look and who to contact should they need to.
Making the process just that little bit easier when the time comes – for everybody.
No out of date spreadsheets, notebooks or expensive appointments.
By using PROMPT, you can live life knowing your loved ones will have the information they need to carry out your wishes and manage your affairs.
Sign up today and start sorting your life with confidence.
Sign up in under 10 minutes and relax, knowing that your affairs – anywhere in the world – are up to date.
Simply sign up with a username and password. PROMPT uses 2 Factor Authentication (2FA) to keep your information secure so be sure to download a free 2FA app!
Whether you have a Will with a lawyer, or not. Maybe a next of kin, power of attorney or just someone else you trust – you choose.
Add your Personal, Business and/or Trust information as required. From your assets to your personal wishes – make the Prompts work for you.
Things change and that's OK. Use your PROMPT dashboard to keep track of your general life admin by accessing your account any time of day or night. We will also keep in touch and prompt you to to ensure that your details are always up to date.
Send your latest PROMPT summary to your Personal Representatives when you make any changes, or let us do it for you - every 3, 6 or 12 months - you decide!
Enjoy life knowing that all your information is up to date and your Personal Representatives have your latest PROMPT summary should they need it.
Know of a parent, friend or family member that would benefit from PROMPT and the unique service it offers? Share the love and spread the word!
Less than a dollar a week!
Do away with out of date spreadsheets and notebooks.
For only $48 a year, that’s only $4 a month, PROMPT will securely capture all of your financial information and personal wishes wherever it is in the world and no matter how often it changes.
PROMPT will store it all in a simple and editable dashboard, sent in a summary to your Personal Representative, should they need it. We will also keep in touch, prompting you to keep your details up to date!
No hidden surprises or costs. That’s how important we believe PROMPT is to you and your loved ones.
Click on PROMPT Partners in our drop-down menu and get in touch.
PROMPT donates a portion of its subscription profits to environmental groups supporting ongoing conservation projects in Aotearoa. Follow our donations to date and progress here.