Easily Share Your Information

To have a truly effective personal organizer, you must have the ability to share your information with your spouse, family members and others. At Plan My Affairs, we have created an easy-to-use sharing system that puts you in complete control of how you share your information.

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.  View video below.