Frequently asked questions
Clear answers, without the fine-print voice.
Planstead is early-stage. We would rather be clear about what it does today and what is still ahead.
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30 answers
Getting StartedWhat is Planstead?
Planstead is a guided household planning space for organizing important information, noticing what may be missing, and choosing a practical next step.
Getting StartedWho is Planstead for?
Planstead is for adults and households who want a clearer way to organize planning information before an urgent moment creates pressure.
Getting StartedCan I use Planstead before I have a will or trust?
Yes. You can begin with the information and conversations that are useful now. Planstead can help you see areas to discuss with an appropriate professional when you are ready.
Getting StartedWhat does recorded in Planstead mean?
It means Planstead holds an organizational record of the people, references, dates, and planning context you entered. It does not change an institution's records, create legal authority, execute a document, or confirm legal effect.
Getting StartedHow do I make a planning item official?
The next step depends on the item. It may involve an institution form, a properly executed document, filing or recording, a court process, or qualified professional review. Requirements can vary by state, institution, document, and circumstance.
Plan BookWhat does readiness mean?
Readiness reflects the planning information your household has organized in applicable areas. It is not a score of wealth, legal completeness, or financial health.
Plan BookCan I complete chapters in any order?
Yes. Every household begins somewhere different. You can use the chapters in the order that feels most useful to you.
Plan BookWhat is Executor Handbook?
Executor Handbook is an organizational workspace for practical information and next steps that may help the person handling an estate or household transition.
Executor & ContinuityWhat is Continuity?
Continuity helps organize practical household information so a trusted person has a clearer starting point during a serious change or transition.
Executor & ContinuityWhat is Survivor Support?
Survivor Support is educational and organizational guidance for navigating practical tasks after a loss. It does not replace professional advice.
People & FamilyAre adult children considered dependents?
No. Having children and having current dependents are separate questions. Adult children do not automatically create dependent or guardianship assumptions.
People & FamilyCan I add extended family?
Yes. You can add people such as siblings, relatives, former partners, or trusted non-family contacts when they matter to your household plan. Planstead does not infer relationships that you have not recorded.
Estate PlanningCan I add beneficiaries?
Yes. Beneficiary organization is available for planning context. Confirm official designations with the relevant institution or professional when needed.
Estate PlanningCan Planstead replace an attorney or financial planner?
No. Planstead is educational and organizational. It does not replace legal, tax, financial, insurance, medical, or investment advice.
Account & SecurityIs this legal advice?
No. Planstead provides educational and organizational information only.
Account & SecurityIs this financial or investment advice?
No. Planstead does not provide financial, tax, or investment advice or recommendations.
Account & SecurityIs this medical advice?
No. Planstead does not provide medical advice or replace care from a qualified clinician.
Data & PrivacyWhat should I never enter?
Never enter passwords, PINs, recovery codes, private keys, full account numbers, Social Security numbers, or confidential medical records.
Data & PrivacyIs my information visible to other households?
Authenticated household information is designed to be scoped to the household that owns it. It is not shared with other households.
Financial InformationIs Planstead a password manager?
No. Planstead should not be used to store credentials or secret access information.
Financial InformationDo I need to add full account numbers?
No. Use safe references and last-four style information where useful. Planstead is designed around practical planning context, not account access.
DocumentsCan I upload documents?
No. Current document features focus on safe metadata and planning references. Secure document storage is a future possibility, not a current feature.
DocumentsCan I export my information?
Planstead includes a basic data-export foundation. Export formats and richer exports may expand over time.
Account & SecurityWhat happens if I delete my household?
Planstead includes household lifecycle controls. Deleting a household removes that household’s planning context; confirm important details before taking a destructive action.
Account & SecurityWhat happens if I delete my account?
Planstead includes account lifecycle controls. Formal policy details will be finalized with appropriate counsel before broader launch.
Product AvailabilityCan family members collaborate?
Not yet. Collaboration and invitations are planned future features and are not currently live.
PricingWhat is included in Essentials?
Essentials is free and includes core planning and readiness, People & Family, Actions and Reviews, and the Learn library.
PricingWhat is included in Plus?
Plus is planned to include everything in Essentials plus future collaboration, reminders, richer exports, and expanded household workflows.
PricingWhat is included in Complete?
Complete is planned to include Essentials and Plus capabilities, along with future secure storage, delegated access, and advanced Executor and Survivor tools.
PricingAre paid plans live yet?
No. Paid pricing is an early launch concept. There is no checkout, billing, or paid-access enforcement today.