The Only Step
ONE STEP SO THEY KNOW WHERE TO TURN.
Free for Students & Alumni

You're taking the first step
your family will be grateful for.

Life gets complicated fast. The Only Step lets you securely store all your financial institution details so your loved ones always know where to turn — no matter what.

Free while you're a student + 4 years after graduation. No credit card needed.

Why it matters

Take the one step that makes all the difference.

Every year, millions of families are left scrambling to piece together a loved one's financial picture. You can make sure yours never has to.

3.07M
Americans die every year
leaving families to sort out finances under the worst circumstances.
1 in 3
adults have no financial record
leaving spouses, children, and parents without critical account information.
$58B+
in unclaimed assets nationwide
because families never knew the accounts existed.

How it works

Simple. Secure. Takes 10 minutes.

1
Create your free account
Sign up with your personal email and verify your .edu address. Takes less than a minute.
2
Add your financial institutions
Bank accounts, investments, retirement funds, insurance policies — anything your family would need to know about.
3
Add a survivor contact
Name the person who should have access if something happens to you. They'll get notified and know exactly where to look.
4
Rest easy
Your records are encrypted, secure, and ready for your family — whenever they need them.

Pricing

Free until you're ready to pay.

Your account is completely free while you're enrolled, and for four years after you graduate. When you're established in your career, it's just $29/year — less than a dinner out.

Student
While enrolled
Free
Through June 30 of your graduation year
Alumni
4 years post-grad
Free
Through June 30, 4 years after graduation
After that
Regular subscription
$29/yr
Cancel any time

Take the one step
that makes all the difference.

It takes 10 minutes today. It saves your family months of heartache later.

Already have an account? Log in