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Custom Info

Create your own custom information for anything that doesn’t “fit” in Financial Info, Personal Property or Personal Affairs. For each custom item, add a subcategory to list it below the Custom Info Category; add as many sub-categories as needed. You are able to upload photos for further description. You can use this section to tell your family stories, add pictures of your family items, or capture anything else you think is important to share.

Video Instructions / Click on the Links Below: 

Print – How to Print Your Plan   Share / Add Designees

Add Photos – Custom Section 

Navigating Plan My AffairsGetting Started

Text Instructions / Click on the Links Below: 

Entering Your Items in Our Cards

Creating Subcategories

Add Photos

Print Instructions

Share / Add Designees

 

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Download Your Personal Planning Checklist. This checklist will outline some of the many elements you should consider in your Plan My Affairs Plan.

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