Powerful Security to Keep Your Information Safe

Plan My Affairs is the only personal planning system designed from the ground up to protect you, your information and your identity.

• The entire site is SSL protected at 2056-bit encryption, which means your plan has bank-level digital security.
• To protect you further, Plan My Affairs prohibits you from storing personally identifiable information in your plan.  This is designed to minimized identity theft.
• Paper organizers, address books and computer files can be destroyed, lost or stolen, and they are not easily accessed (shareable) by those who need the information. Because Plan My Affairs is cloud-based, your information is safe, even if there is damage to your home or computer.
• Plan My Affairs Plan is password protected, so you are the only person who can access and edit your plan.

Controlled 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.