Built by a CPA with 25 years experience

Stop probate chaos before it starts.

74% of Americans have no will.
The other 26% have one no one can find.
And no one knows what happens next.

The After Files™ organizes your most important documents and notifies the right people at the right moment. This platform gives your family a plan — not a pile of paperwork — when it matters most.

Become a Founding Member→

No attorney visit required.
No legal background needed.
Private and secure.

Jody Giles, CPA, CFP®, CAP® · Author · Co-Founder

As seen on

Person overwhelmed by paperwork at a kitchen table

The Problem

Most estate planning stops the moment you sign the documents.

You get a PDF, a handshake, and a bill. Nobody tells your family where to find it.

Nobody tells the right people what they need to know. And when something happens — a diagnosis, an accident, a sudden loss — the people you love are left scrambling through file cabinets, guessing at your wishes, and grieving while they sort through your mess. That’s not a plan. That’s a document factory.

20 to 100 hours

That’s how long families spend searching for documents after a loved one passes. The After Files gives them two hours of your time now — so they don’t spend a hundred hours later.

JodAI estate planning interview on a phone

INITIAL CONSULTATION

Before we give you a single document — we ask about your life.

Every other platform hands you a form and expects you to know what to fill in. We start differently. Before you see a single document, JodAI asks about your family, your state, and your situation — then tells you exactly what your plan should include. No guessing. No jargon. No $300 surprise at checkout.

CORE QUESTIONS

—What life event brought you here?
—Are you married or partnered?
—Do you have children under 18?
—Do you own property — a home, land, or a business?
— What's your salary range and estimated net worth?

Plus some questions about your health, age, pets, family, and residency. These questions are the same questions any professional estate planner will ask you. Then you will have a custom "plan of action" for you that gives you confidence.

Inner Circle

Your family gets a notification — not a pile of paperwork.

Your Inner Circle is the group of people you choose to notify when something happens. Not everyone needs to know everything. You decide who sees what — your executor sees the legal documents, your daughter sees the medical directives, your spouse sees everything.

You

control the access

Four permission levels. Choose who sees legal documents, medical records, financial accounts, or final wishes — separately, for each person.

They’re

notified instantly

When an event triggers, your Inner Circle receives exactly what they need — by phone, email, or text — without searching.

Nobody

is left in the dark

Your executor knows the documents. Your children know they’re provided for. Your medical proxy knows your wishes — before they’re ever put in that room.

The Hospital

It’s 11pm. Your spouse is in the ICU.

The nurse asks, “who has medical power of attorney?”

You look at your daughter. Your daughter shrugs. Nobody has any idea where the document is, what it says, or who to call.

With The After Files:

You have access, instruction, and a checklist of what to do in this time of crisis. You can notify your spouse’s Inner Circle without guesswork, emotion, or answering the same questions fifty times.

Now you are ready to advocate — and can show the nurse you are the medical POA.

How it works — the four files

Everything your family needs — organized into four files.

Estate planning doesn’t have to be overwhelming. The After Files organizes your entire life into four categories — then keeps the right people informed when they’re needed.

Legal

Will, trust, power of attorney, healthcare directives. The documents that protect your wishes legally.

Insurance

Life insurance, long-term care. The policies that protect your family financially.

Letters

Letter of instruction, guardian letter, love letter to your executor. The documents families treasure most — and fight over most when they don’t exist.

Legacy

End-of-life celebration plans, charitable giving, your videos. The story you want told about how you lived.

“You spend months planning a two-week vacation. You even create a detailed Emergency Plan for your pets and plants. Let me help you get ready for ‘Club Dead’ — so the people you love most don’t spend a single minute searching for your wishes.”

Jody Giles

Author, Co-Founder

What's included

This is what you get when you sign up:

Create Legacy

End-of-life celebration plans, charitable giving, your dash. The story you want told about how you lived.

Assign Inner Circle

Start fresh or upload what you already have. The book and platform work together so nothing falls through the cracks.

Update Anytime

Life changes. Your After Files™ grow with it. Update from any device, at any time, with no attorney required.

Jody Giles with her best friend Nancy Lynn

Jody's Story

My best friend Nancy Lynn died unexpectedly. Her adult children had a week of agonizing decisions — music they weren’t sure about, wishes they couldn’t find, and a grief interrupted at every turn by logistics.

I watched them plan a funeral without a single piece of their mother’s written guidance.

That experience changed everything I thought I knew about this work.

Professional Background

Jody Giles

CPA · CFP® · CAP® · Author of The After Files™ · Co-Founder, P150

Jody Giles has spent 25+ years guiding wealthy families and philanthropic institutions — helping deploy over $1.1 billion in capital and building P150, a global network of 450+ advisors representing $977 billion in giving.

Her most personal work started closer to home: watching families left scrambling by a loved one who never got organized. In 2017 she self-published Missing Pieces Plan — funded by two Kickstarter campaigns and embraced by thousands of families.

The demand for something deeper, more lasting, and easier to keep current — that led her to partner with James Tucker. The After Files is what they built together.

Got questions, contact me: jody@theafterfiles.com

What people are saying

Jody does a wonderful job creating a pathway to help people by empowering participants with actionable steps, focusing on the most important areas. Her practical and positive approach helps individuals and families create satisfaction.

Montell McDowell, EB, MBA·Mom & Founder of "Add It Up Financial"

Platform Comparison

Why we’re different.

Our mission is to get the 74% of US Americans to get their will and trusts completed. Putting paywalls behind everything is part of the reason there is a low completion rate.

The After Files™ is designed — from the ground up — to get this number down to 30% by 2030. Call us ambitious, but we are confident we have a solution that is approachable, understandable, and complete.

Feature	The After Files	Other Platforms
Five-question planning interview	Yes	No
Inner Circle notifications	Yes	No
Four-file organization system	Yes	No
Built-in document vault	Yes	Limited
Hardcover book + digital platform	Yes	No
AI guide (JodAI), included	Yes	No
Free updates, forever	Yes	No
No attorney visit required	Yes	Sometimes
Joint plans that lock you together	No	Yes

Every other platform charges you once, hands you a document, and disappears.

The After Files™ stays with you — organized, updated, and ready for the moment your family actually needs it.

“Most estate planning ends the moment you sign. We’re building the system that starts there.”

— Jody Giles, CPA, CFP®, CAP®

A founding offer

Be one of the first. Stay close.

Limited offer

Founding Members

Your complete After Files™

Lock in five full years at our founding price. Build it once. Keep it current. Your family will know exactly what to do.

$500/ 5 years

An estimated 50% off. Only 100 available.

Everything included

The After Files™ book — digital and print
Full platform — Legal, Insurance, Letters, Legacy
JodAI — Jody's AI guide, available anytime
Inner Circle setup and notifications
Secure document vault — upload and store everything
All 12 planning worksheets
Attorney and notary directory access
Free updates anytime — no extra charge, ever

Reserve your spot — we'll be in touch.

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Why we don’t offer joint plans.

Other platforms push couples to share a single trust — which means every update requires agreement from both of you, and divorce can take months and legal fees to unwind. Your plan should be yours. We built The After Files for individuals first, because your legacy is personal — not negotiated.