Designee Notes

This is an At-A-Glance view of the entries your designator has completed in their Plan My Affairs account that they wish to share with you. This tool is most useful when it is up-to-date and complete. If you notice that data has not been updated recently, you may contact this person and provide some encouragement!

Category Information

Financial Information 

A comprehensive inventory of your designator’s income, assets and debt.

Personal Property 

 Information about and the location of your designator’s key valuables, including property, vehicles, collections and valuables, furry friends and documents important to understanding their life and estate.

Personal Affairs

Information about the people in your designator’s life, including contacts, situations, and their wishes for arrangements to celebrate their life after they are gone.

Custom Info

This is a custom category for anything that doesn’t “fit” in Financial, Personal Property and Personal Affairs. Your designator can use this section to tell their own family story or even upload photos of family items or whatever else they would like to share with you.