Kincura is a secure, centralized workspace where caregivers can organize information, manage responsibilities, and coordinate with family members in one place.

A Kincura account belongs to the caregiver. Because caregivers often support more than one person, caregivers can manage multiple care recipients under one account — a parent, a family member, or anyone else under their care.

The Three Areas

Each care recipient's information is organized across three areas — Estate, Financial, and Medical — and each area supports its own documents, contacts, and accounts.

Estate

Legal documents, identity records, and estate-related contacts and accounts.

  • ·Wills & trusts
  • ·Powers of attorney
  • ·Advance directives
  • ·Insurance policies
  • ·Attorneys & advisors
  • ·Identity records

Financial

Bank and investment accounts, cashflow tracking, and tax documents organized by year.

  • ·Checking & savings accounts
  • ·Investment accounts
  • ·Recurring income & expenses
  • ·Individual transactions
  • ·Tax documents by year

Medical

Healthcare providers, medications with dosages and schedules, and uploaded medical records.

  • ·Primary care & specialists
  • ·Pharmacies
  • ·Medications & dosages
  • ·Weekly medication schedule
  • ·Medical records

Each area also includes a gap analysis — suggestions for important items that are commonly needed but not yet added.

Two capabilities work across all three areas

Coordination

— A calendar and assignable task list.
  • ·Appointments & deadlines
  • ·Tasks by area
  • ·Reminders
  • ·Google, Apple & Outlook sync

Shared Access

— Give family members or advisors access to coordinate responsibilities.
  • ·Invite family members or advisors
  • ·Granular permissions per area
  • ·Access controlled per member
Estate

Legal documents and estate-related contacts, organized by type.

The Estate section is where you store the documents that govern decision-making — wills, powers of attorney, advance directives, insurance policies, and identity records. Contacts like attorneys and trustees live here too.

Documents are encrypted using the same standard as financial institutions and are accessible only to people you have explicitly shared access with.

Documents — Janet Harmon
Estate Planning4
Will (Last Will and Testament)
Healthcare Power of Attorney
Financial Power of Attorney
Advance Directive / Living Will
Identity & Government Records4
Social Security Card
State ID / Driver's License
Medicare Card
U.S. Passport
Insurance2
UnitedHealthcare Medicare Supplement Policy
Homeowners Insurance Policy
Financial

A complete record of accounts, cashflow, and taxes.

The Financial section stores bank and investment account balances, enables income and expense tracking, and organizes relevant financial documents.

Accounts

Chase Bank — Checking

Checking

$4,218

Chase Bank — Savings

Savings

$23,540

Fidelity — Traditional IRA

Investment

$148,320

Social Security

Income

$1,840 / mo

Medicare

Health Insurance

UnitedHealthcare Medicare Supplement

Supplemental Insurance

A monthly cashflow budget.

Recurring income and expenses are tracked month to month: Social Security, pension payments, insurance premiums, utilities, and anything else that recurs.

The budget shows what is coming in, what is going out, and the net each month — giving you a clearer picture for financial decisions.

Cashflow Budget2 income · 4 expenses
Net: $1,357.20/mo

Income

$2,029

Expenses

$672

Net

$1,357

+ INCOME

Retirement (Pension, Social Security)

Social Security Payment

SSA · Monthly

$1,840.00

MetLife Annuity

MetLife · Monthly

$188.90
− EXPENSES

Healthcare (Insurance, Medicare, Medical)

Medicare Part B

Medicare · Monthly

$174.70

Rx Insurance

Blue Cross · Monthly

$67.00

Medicare Supplement

UnitedHealthcare · Monthly

$130.00

Debt Payments (Credit Cards, Loans)

Credit Card

Chase · Monthly

$300.00

Track which tax documents are expected and which have arrived.

Each financial account can be flagged to expect an annual tax document. Kincura tracks those accounts and marks the document as pending until it is uploaded. Once all documents have arrived, they can be downloaded together in one file.

Tax Document Status (2025)

Social Security Administration

Financial

Pending+ Upload

Fidelity — Traditional IRA

Financial

Done+ Upload
1 doc uploaded:1099-DIV

MetLife Annuity

Financial

Done+ Upload
1 doc uploaded:1099-R

Chase Bank — Savings

Financial

Pending+ Upload

Medicare

Financial

Pending+ Upload
All Documents (2)
Select all for download
Fidelity 1099_Div1099-DIV

Fidelity IRA · Uploaded Jan 15, 2026

MetLife 1099_R1099-R

MetLife Annuity · Uploaded Feb 3, 2026

Medical

Providers, medications, and records in one place.

Medications, providers, and care routines change regularly. The Medical section is a place to keep that picture current — so caregivers are always working from accurate information, not memory.

Providers & Contacts

Dr. Anika Patel

Primary Care Physician · Northside Medical Group

Dr. James Rothman

Cardiologist · Regional Heart Associates

Dr. Susan Okafor

Neurologist · University Health System

Dr. Michael Torres

Ophthalmologist · Clear Vision Eye Care

CVS Pharmacy #4182

Pharmacy · 412 Main St

A printable weekly medication schedule.

Medications entered in Kincura generate a printable weekly schedule — useful for caregivers managing daily routines or for bringing to medical appointments.

KINCURA

Medication Schedule

Janet Harmon · 10 active medications

Print / Save PDF
TimeSunMonTue

Morning

7:00 AM

Lisinopril

10mg

Metformin

500mg

Metoprolol Succinate

25mg

Every other day

Aspirin

81mg

Amlodipine

5mg

Omeprazole

20mg

Lisinopril

10mg

Metformin

500mg

Aspirin

81mg

Amlodipine

5mg

Omeprazole

20mg

Vitamin D3

2000 IU

Lisinopril

10mg

Metformin

500mg

Metoprolol Succinate

25mg

Every other day

Aspirin

81mg

Amlodipine

5mg

Omeprazole

20mg

Evening

7:00 PM

Metformin

500mg

Metformin

500mg

Metformin

500mg

Bedtime

9:00 PM

Atorvastatin

20mg

Donepezil

5mg

Latanoprost Eye Drops

0.005%

Atorvastatin

20mg

Donepezil

5mg

Latanoprost Eye Drops

0.005%

Atorvastatin

20mg

Donepezil

5mg

Latanoprost Eye Drops

0.005%

Generated by Kincura · kincura.comClose
Coordination

A calendar and task list across all three areas.

Appointments, reminders, and tasks — tagged to Estate, Financial, or Medical.

The calendar syncs with Google, Apple, and Outlook.

April 2026Upcoming
Apr 3MedicalDr. Patel — Annual Physical
Apr 11EstateAttorney — Power of Attorney Filing
Apr 15FinancialCPA — Tax Filing Due
Apr 24MedicalDr. Rothman — Cardiology Follow-up
May 1FinancialMedicare Supplement Renewal

Tasks can carry due dates and appear alongside calendar events.

Tasks

File updated healthcare POA with hospital

Due Apr 11Estate

Collect 2025 tax documents from Fidelity

Due Apr 15Financial

Request updated EOB from Medicare

Due Apr 15Medical

Confirm CVS auto-refill for Lisinopril

Due Apr 20Medical

Renew Medicare supplement by May 1

Due Apr 28Financial
Shared Access

Caring for someone is rarely a solo effort.

Invite family members or other caregivers to access a recipient record. Everyone works from the same information. No emailing documents back and forth, no version confusion.

People with access — Janet Harmon
KH

Kim Harmon

Daughter · Primary caregiver

Full access
DH

David Harmon

Son

Full access
KP

Karen Phelps

Sister

View only
+ Invite someone
The Evolving Role of Caregivers

There is no single way to manage caregiving.

Some families may use Kincura daily to manage tasks and coordination.

Others may rely on it as a structured place to store essential information and return to it when important decisions or transitions arise.

Kincura is designed to adapt to the changing needs of caregivers and the people they support.

Caregivers often become the system that holds everything together.

Kincura is designed for the people carrying that responsibility.

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