immediate stability
Confirm immediate household stability
Review safe cash-access references, housing, dependents, urgent bills, and important contacts without assuming access rights.
Guided support · fictional demonstration
Survivor Support
A calm sequence of organizational next steps. There is no pressure to finish everything now.
0of 13 applicable tasks completeExecution progress · separate from readiness
Today / immediate
A small, manageable group of next steps.
fraud protection
Protect time and attention from pressure or scams
Verify unexpected contacts, urgent money requests, and impersonation attempts through trusted channels. This app does not monitor accounts.
immediate stability
Confirm pet care
Use the existing pet record for caregivers, veterinary reference, feeding or medication notes, insurance, and care instructions.
First few days
A small, manageable group of next steps.
estate legal
Locate estate documents and recorded authority
Review the will, trust, executor role, and attorney. A Planstead record does not grant authority.
banking cash flow
Review account ownership and recurring cash flow
The checking account is recorded as joint. Confirm current ownership and institution requirements before relying on access.
benefits claims
Review life-insurance claim information
Locate the recorded insurer, safe policy reference, beneficiary record, and contact. A claim is not guaranteed.
First few weeks
A small, manageable group of next steps.
benefits claims
Review possible Social Security survivor benefits
Learn about survivor benefits through the canonical guidance article; Planstead does not calculate eligibility, amount, or claiming strategy.
digital subscriptions
Review digital accounts and subscriptions
Use recorded preferences and safe instruction locations; do not store credentials or assume authority.
benefits claims
Review pension survivor benefit information
Review the recorded survivor option and plan-administrator information without choosing an election or estimating present value.
home property
Review home and property continuity
Review title, mortgage, insurance, utilities, and estate-document relationships. Do not infer ownership or direct a transfer.
First few months
A small, manageable group of next steps.
tax financial review
Schedule a qualified tax and inherited-asset review
Tax treatment can depend on account type, ownership, relationship, jurisdiction, and timing. Consider professional review before irreversible decisions.
When ready
A small, manageable group of next steps.
emotional practical support
Choose practical and emotional support
Trusted people, grief resources, meals, childcare, and pet help may be useful. Use only what feels helpful.
tax financial review
Pause major irreversible financial decisions when practical
This may not need to be decided immediately. Use trusted professionals for decisions involving inherited assets, property, or major account changes.