Make sense of the plan
Walk through what matters now, what can wait and what can be handed to someone else.
Care specialists
Care specialists are trained people who help families move through loss, caregiving and leave. They know the paperwork, they know the options and they know how heavy it all feels.

What they do
Walk through what matters now, what can wait and what can be handed to someone else.
Help track down documents, accounts and policies, and keep them in the vault.
Get ready for calls with banks, insurers and agencies, and join some with your permission.
Help fill in forms and prepare letters, so you only need to review and send.
Look for in-home care, funeral options, counselors and other services near you.
Recognize when you need an attorney, a doctor, a therapist or a financial professional.
Clear boundaries
Care specialists are not lawyers, doctors, therapists or financial advisors, and they do not give legal, medical or financial advice.
That boundary protects you. When a question needs a licensed professional, your care specialist says so plainly and helps you find the right one and prepare for the conversation.
Training
Before working with a single family, every care specialist completes our training program and works alongside an experienced colleague.
How grief shows up, how to listen well and how to support without rushing anyone.
Death certificates, benefits, claims, probate basics, caregiving services and leave rules.
How to handle sensitive information, verify identity and use only the access a case needs.
When and how to refer to licensed professionals, and what to do if someone is in crisis.
New care specialists work alongside an experienced colleague before taking cases on their own.
Regular refreshers as rules change and as we learn from the families we serve.
Supervision
Good care needs good support behind it.
Every care specialist has a senior colleague to turn to with hard questions.
Cases are reviewed so quality stays high and nothing important is missed.
Sensitive access, like opening a vault document to help, needs a second approver.
This work is heavy. Specialists have protected time and support for their own wellbeing.
Availability
Care specialists work Weekdays, 9 am to 6 pm Eastern Time.
You can send a message any time. Our goal is a first reply within 24 hours, and scheduled calls are booked in the app at times that suit you.
Today, care specialists work in English.
Spanish is next on our plan, and we will add other languages based on what the people we serve need. We will update this page when each one is available.
Care specialists are not available around the clock. In the US, if you are in crisis, call or text 988 to reach the Suicide and Crisis Lifeline at any hour. In an emergency, call 911.
Care specialists are included with Plus and with plans offered by employers and insurers.