Keep Your Retirement Documents Organized and Accessible
Track insurance policies, estate documents, pension benefits, and medical records — and share access with trusted family members.
Built for Retirees & Estate Planning Use
Estate Document Tracking
Monitor when wills, trusts, power of attorney, and healthcare directives need review or updating. Keep everything current as your situation evolves.
Insurance & Benefits
Track Medicare enrollment windows, supplemental insurance renewals, life insurance policies, and pension benefit review dates.
Family Access
Share your document workspace with adult children or trusted advisors. They can see what needs attention without full control over your accounts.
Medical Records
Track annual wellness visits, prescription renewals, vaccination schedules, and specialist appointment cycles.
What You Can Track
ExpiryKeeper helps you stay on top of all your important retirees & estate planning documents and deadlines.
Retiree & Estate Planning Document Tracking
Retirement brings a new set of document responsibilities — estate planning paperwork, insurance enrollment windows, benefit reviews, and medical records. Having everything organized and accessible gives you peace of mind and makes things easier for your family.
The Challenge
Retirees manage a complex mix of documents:
- Estate planning review cycles: Wills, trusts, and healthcare directives should be reviewed periodically, but it's easy to forget when there's no external deadline pushing you
- Medicare complexity: Annual enrollment periods, plan changes, and supplemental coverage all have specific windows
- Multiple insurance policies: Life, health, auto, home, long-term care — each on its own renewal cycle
- Family coordination: Adult children or advisors may need to access or act on documents, especially in an emergency
- Medical management: Prescriptions, annual exams, and vaccination schedules require ongoing tracking
How ExpiryKeeper Helps
Estate Planning Reminders
Set reminders to review your will, trust, power of attorney, and healthcare directives annually or after major life events. Keep these critical documents up to date.
Medicare & Insurance Calendar
Track Medicare enrollment windows, supplement plan renewals, and prescription plan changes. Never miss an enrollment period that affects your coverage.
Shared Family Workspace
Invite adult children or a trusted advisor to your workspace. They can see upcoming expirations and important documents — giving everyone peace of mind.
Medical Record Tracking
Track annual wellness visits, specialist appointments, prescription refills, and vaccination schedules. Stay on top of your health maintenance.
Common Use Cases
Estate Planning
Wills, trusts, power of attorney, healthcare directives — set regular review reminders so these critical documents reflect your current wishes.
Medicare & Insurance
Medicare enrollment periods, supplement plans, prescription coverage, and life insurance — track every policy and enrollment window.
Benefits Management
Pension reviews, Social Security, annuity terms — stay informed about your retirement income sources and their review dates.
Health & Wellness
Prescription refills, annual checkups, vaccinations, and specialist visits — maintain a complete health calendar alongside your document tracker.
Get Started Today
Join retirees who use ExpiryKeeper to keep their important documents organized and accessible to family.
Start your free trial — no credit card required.
Ready to Get Organized?
Join thousands of retirees & estate planning users who trust ExpiryKeeper to track their important documents.
Start Your Free TrialNo credit card required