Planning guidance, not professional advice
Planstead is educational and organizational only. It does not provide legal, tax, investment, financial-planning, insurance, or medical advice. Use appropriate qualified professionals for decisions that require advice.
Readiness is not a legal or financial verdict
Readiness reflects the planning information a household has organized in applicable areas. It is not proof of legal validity, financial health, wealth, insurance sufficiency, or estate-plan completeness.
Product tools do not create authority
Executor Handbook does not appoint an executor or create legal authority. Continuity and Survivor tools do not establish incapacity, death, probate, authority, or any other legal status.
Confirm important records
Official records, beneficiary designations, account details, titles, insurance coverage, and legal documents should be confirmed with the relevant institution or appropriate professional. Planstead is not an emergency service.
Keep secrets out
Planstead is not a password manager or secure document vault. Do not enter passwords, PINs, recovery codes, private keys, full account numbers, Social Security numbers, or confidential medical records.