PlansteadSample
Fictional sampleLast reviewed July 19, 2026

Chapter 01 · Household foundation

People & Family

Build the household map that the rest of your Planstead plan depends on.

This chapter records people and relationships. It does not create legal authority, guardianship, beneficiary rights, estate appointments, or account access.

Chapter readiness73%

3 items remaining · about 11 minutes

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Shared readiness rules

What makes up 73% readiness?

Not Applicable items leave the denominator. Review Later remains applicable and incomplete.

7completed
10applicable
1excluded
3remaining
Top gapsReview guardian-related planning for minor children.Review one trusted person's contact-information status.Review whether support for an aging relative should be recorded.

Household map

The Maple Household

A simple planning view—not a genealogy tree or permissions directory.

Demonstration only

Household

JM
Jordan MapleHousehold owner · confirmed
CM
Casey MapleSpouse · confirmed
AM
Avery MapleChild · reviewed
RM
Riley MapleChild · reviewed

Trusted family & people

MH
Morgan HaleParent · reviewed
TS
Taylor StoneSibling · confirmed
SR
Sam RiverClose friend · reviewed

Applicability

Which family situations should be reviewed?

Choices are reversible. The entire chapter always remains part of the plan.

Local session only

Minor children

Included in readiness

Dependents outside the household

Excluded from readiness

Aging parent or relative I help

Applicable and still incomplete

Trusted non-family person

Included in readiness

Planning-relevant records

People directory

Household members and trusted people remain person records even if they never become Planstead users.

JM
Household member

Jordan Maple

Household owner · adult · not dependent

confirmed · reviewed 2026-07-19
CM
Household member

Casey Maple

Spouse · adult · not dependent

confirmed · reviewed 2026-07-19
AM
Household member

Avery Maple

Child · minor · dependent

reviewed · reviewed 2026-06-08
RM
Household member

Riley Maple

Child · minor · dependent

reviewed · reviewed 2026-06-08
MH
Trusted person

Morgan Hale

Parent · adult · unknown

reviewed · reviewed 2025-11-02
TS
Trusted person

Taylor Stone

Sibling · adult · not dependent

confirmed · reviewed 2026-05-14
SR
Trusted person

Sam River

Close friend · adult · not dependent

reviewed · reviewed 2026-02-22

Family connections

Family relationships

Record how people are related in familiar terms. Planstead keeps the corresponding direction in sync.

Jordan Maple and Casey Maple · Spouses
confirmed
Avery Maple · Child of Jordan Maple
reviewed
Avery Maple · Child of Casey Maple
reviewed
Riley Maple · Child of Jordan Maple
reviewed
Riley Maple · Child of Casey Maple
reviewed
Taylor Stone · Sibling of Jordan Maple
confirmed

Household dependents

Pets & care responsibilities

Pets remain separate household records and can reference existing caregivers, professionals, insurance, and instructions.

Dogreviewed

Milo

Primary caregiver
Casey Maple
Backup caregiver
Taylor Stone
Care instructions
Household continuity folder
Microchip
Safe reference ending 2048

Future role architecture

Planning roles remain separate

These fictional references demonstrate reusable role assignments. Recording a role does not make it legally effective or grant Planstead access.

executor

Taylor Stone

Fictional planning reference; recording does not create legal authority.

Status: reviewed
emergency contact

Sam River

Possible future role; not assigned or activated.

Status: unknown

Safe, traceable guidance

Recommendations

These prompts identify possible review work without choosing people or creating authority.

ImportantOpen

Minor child relationship needs review

Why this appeared
A minor child is recorded and guardian-related planning has not been reviewed here.
Trigger data
Avery and Riley Maple · minor status
Related chapter
Guardians & Decision Makers
ReviewOpen

Household relationship not confirmed

Why this appeared
One relationship has been reviewed but not fully confirmed.
Trigger data
Parent and child relationships · reviewed
Related chapter
People & Family
ReviewOpen

Aging parent support not recorded

Why this appeared
Support for an aging relative is marked Review Later.
Trigger data
Aging parent or relative · deferred
Related chapter
Long-Term Care
OptionalOpen

Trusted person's role details need review

Why this appeared
Sam River is recorded in Guardians & Decision Makers, while the household's contact-information status remains unknown.
Trigger data
Sam River · successor roles recorded · contact status unknown
Related chapter
Guardians & Decision Makers