Let’s get the paperwork in order while life is calm.
An up-to-date will, powers of attorney, a list of accounts and who to call. Mom leads and decides who sees what. Family gathers the pieces, and a lawyer walks you through the legal side.
An illustrative example
Every family’s papers look different. Use this as a starting point, and talk to a navigator about what fits yours. It’s free.
Who’s this plan for?
Pick who’s at the centre and we’ll write this page around them.
Papers in order, one step at a time
Here’s what getting organized often looks like. Use it as a guide, share it with your Circle and change anything that doesn’t fit Mom.
Line up the experts close to home for the paperwork
Compare local companies, see who your Circle already uses or ask your Circle for a name. Here’s how it will work in The Market. The names below are examples.
Wills and estates
A lawyer can walk Mom through wills and powers of attorney, in plain words.
Paper sorting
Piles into labelled folders, with a shredding run for what Mom no longer needs.
Tax time
Returns filed on time, with every slip and receipt kept in one folder.
Shredding
Old statements and bills shredded safely, so nothing private ends up in the recycling.
Tech help
A password manager set up at the kitchen table, so logins live in one safe place.
Fireproof storage
A fireproof box for the originals, so Mom’s papers stay safe and easy to find.
Keep the neighbours close
The neighbour next door doesn’t need the paperwork, just the spare key and who to call. Share only that part, nothing more.
A kitchen table talk
Pick a calm Sunday, put the kettle on and talk it through, with Mom leading. It’s easier than anyone expects.
How to choose well
Questions we suggest asking any company before you say yes.
Everyone who helps, in one Circle
Family, friends, local pros and the apps you already use. Mom stays at the centre and decides who’s in. The names here are examples.
Not sure who to include? Start with our Circle builder.
Prompts for everyone from her bank to her lawyer, plus the things Mom wants to do. It’s free, takes about 10 minutes and you can download your list to keep and share.
Build Mom’s CircleLess chasing, more living
Pearl keeps everyone in the loop so nobody has to hold it all in their head.
Ask for a hand
Post a request once. The right person says yes, and everyone sees it’s handled.
A daily check-in
Mom shares how she’s feeling in one tap, even on signing day. The Circle can send a smile back.
One shared calendar
The lawyer, the bank and shred day in one place, so nobody double-books.
Mom decides who sees what
Trusted Providers only see the steps they’re part of, nothing more.
Questions families ask
Something else on your mind? A navigator can talk it through with you.
No tech skills needed. Mom can check in with one tap, or let her Circle handle the details while she decides who sees which papers.
No. We help families get organized and keep everyone in the loop. For the will and powers of attorney, a lawyer can walk you through it.
Starting a Circle is free, and the person at the centre is always free. Plus is $15 CAD a month, with a 14-day free trial.
Only the people Mom invites, and only what she shares. Private notes stay private, and Trusted Providers see only the steps they are part of.
Yes. A Pearl navigator can help you get started and find local help. It is free, with no account needed.
You’ve got a lot of living to do. We’ll help with the rest.
Start a free Circle around Mom, or talk to a navigator who can help you get organized.
More moments
Big changes and everyday ones. Each moment starts with the people around you.
Getting organized
Who to call first, where documents live and the routines that matter, in one place.
Planning to downsize
Sorting, selling and the move, planned together one step at a time.
Helping from another city
Groceries, bills, rides and the Sunday call, handled from afar while family nearby covers the in-person jobs.