Documenting Your Important Information

Plan My Affairs is an easy-to-use personal organizer – locator and directory – that captures all of your important information in one safe and secure online tool.

CLICK HERE TO VIEW A SAMPLE OF WHAT USERS CAN PRINT 

Information Is Grouped Into 4 Logical Categories

Financial Info details your investments, bank accounts, benefits, monthly bills and more

Personal Property details your household inventory, real estate, motor vehicles and important documents

Personal Affairs details your important contacts, insurance policies, medical information and final wishes.

Custom Info details your unique property, collections, recipes or anything not captured elsewhere in your plan

Each entry is completed on an electronic card that can take just a few seconds to complete.  Users can enter data with the voice-entry functionality on their phones, tablets and / or computers.  View the video below.

Contolled Sharing

Choose family members, friends and/or trusted advisors to be your “designees”—the people you want to have access to your important documents and information. The tools and controls were designed so you determine who, when and exactly how much of your plan each designee can see in a view-only format.  Designees are not able to edit your plan.

Your Dashboard

Your dashboard will give you an at-a-glance view of how much content you have completed in each section of your Plan My Affairs Plan.