PetsIncluded
Plan settings
Manage what belongs in this plan
Areas marked Not applicable do not count against readiness and can be enabled whenever circumstances change.
15included areas
2Review later
2not applicable
Household profile answers
Change a selection to immediately update the recommended plan.
Dependent childrenIncluded
Home ownershipIncluded
Retirement accountsIncluded
InsuranceIncluded
Charitable givingIncluded
Final arrangementsIncluded
Long-Term Care planningApplicable and incomplete
Business ownershipNot applicable
Digital assets / crypto referencesApplicable and incomplete
Customized Plan Book
Included, optional, and omitted areas remain visible without making unrelated work look overdue.
Dependent and guardian planningIncluded from the household onboarding profile.
IncludedPet continuityIncluded from the household onboarding profile.
IncludedReal EstateIncluded from the household onboarding profile.
IncludedBankingIncluded from the household onboarding profile.
IncludedRetirement & PensionsIncluded from the household onboarding profile.
IncludedPension planningIncluded from the household onboarding profile.
IncludedAssets & DebtsIncluded from the household onboarding profile.
IncludedInsuranceIncluded from the household onboarding profile.
IncludedBeneficiariesIncluded from the household onboarding profile.
IncludedEstate DocumentsIncluded from the household onboarding profile.
IncludedGuardians & Decision MakersIncluded from the household onboarding profile.
IncludedCharity & DonationsIncluded from the household onboarding profile.
IncludedDigital EstateIncluded from the household onboarding profile.
IncludedSubscription continuityIncluded from the household onboarding profile.
IncludedFinal arrangementsIncluded from the household onboarding profile.
IncludedLong-Term CareMarked Review Later and still incomplete.
Long-Term Care transitionNot currently relevant; it can be enabled later.
Business continuityNot currently relevant; it can be enabled later.
Digital asset continuityMarked Review Later and still incomplete.