Give the people you love clarity when they need it most.
Organize what matters, where things are, and what you want—all in one place.
My Plan Companion helps you organize important information, wishes, documents, contacts, and preparedness details so the people you trust aren't left searching for answers.
"The best gift you can give your family is the peace of knowing your wishes."
Your plan. At a glance.
My Plan Companion doesn't just store information. It helps you understand what's handled and what may still need your attention.
Take a short preparedness checkup and get a clear roadmap of the areas in your life—legal, insurance, financial, property, people, and wishes—with a simple picture of what's ready and what may need a closer look.
Example preparedness view
IllustrativeThis is a sample illustration only and is not connected to your plan.
What My Plan Companion helps with
Bring the important areas of your life together in one organized, secure plan.
People & Family
Legal
Insurance
Financial
Home & Property
Wishes
Organization
Trusted Contacts
How it works
See where you stand
Complete a guided preparedness checkup.
Build your plan
Organize the important information your family may someday need.
Keep it current
Return when life changes and update your plan over time.
You decide who sees what.
Trusted Contacts can be given access only to the parts of your plan you choose to share. Preview their view before sharing so you know exactly what they'll see.
Choose the person
Add someone important to your plan.
Choose what to share
Pick the areas of your plan they can access.
Preview their view
See exactly what they’ll see before you share.
Person in your plan = someone important to your preparedness. Trusted Contact = someone you've explicitly invited and granted access to My Plan Companion. Naming someone in your plan does not automatically give them access.
If something happened tomorrow, would they know where to start?
Your family shouldn't have to piece together important information from filing cabinets, phones, emails, and old conversations.
My Plan Companion gives them a roadmap—created by you.
Plans
Start free. Upgrade when you're ready. One-time purchase — no subscription.
Free
$0
Free forever
Know what you need.
- Preparedness Checkup & Snapshot
- Living Dashboard and Best Next Step
- Begin organizing the essentials
- 1 Trusted Contact
Prepared
$39.99
One-time purchase
Get organized.
- Everything in Free
- Build a more complete household plan
- Personalized Will Readiness roadmap
- Greater capacity across planning areas
Premium
$89.99
One-time purchase
Prepare your family.
- Everything in Prepared
- Highest capacity across planning areas
- More Trusted Contacts and People in My Plan
- Access to deeper family-preparedness capabilities
Display prices are the intended one-time prices. Final pricing is confirmed at checkout.
Legacy Key
A secure access code so trusted people can reach your plan when it matters most.
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Search a directory of funeral homes, attorneys, and support services in your area.
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