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