Frequently Asked Questions

Common questions about how My Plan Companion works

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About My Plan Companion

Getting Started

Your Planning Path & Guidance

Frequently Asked Questions

About My Plan Companion

Getting Started

Your Planning Path & Guidance

Plans and Purchases

Trusted Contacts

Legacy Access

Documents

Family, Children, and Pets

Legal and Wishes

Privacy and Security

Frequently Asked Questions

About My Plan Companion

What is My Plan Companion?

Who is My Plan Companion for?

Is My Plan Companion only for end-of-life planning?

Does My Plan Companion create a Will or other legal documents?

Does My Plan Companion provide legal, financial, medical, or insurance advice?

Getting Started

Do I need to have everything figured out before I start?

Can I update my plan later?

What does "Handled" mean?

What if something does not apply to me?

Your Planning Path & Guidance

What is Your Planning Path?

Do I have to follow the path in order?

What is the difference between People & Family and Trusted Contacts?

What does Organize, Protect & Share mean?

Should I upload every original document?

Should I store passwords or PINs in My Plan Companion?

What does Planning in Your State provide?

Is My Plan Companion giving me legal advice?

Plans and Purchases

What is included with Free?

What is the difference between Free, Prepared, and Premium?

Are Prepared and Premium subscriptions?

Can I upgrade later?

How do refunds work?

Trusted Contacts

What is a Trusted Contact?

Is someone in "People in My Plan" automatically a Trusted Contact?

What can a Trusted Contact see?

Can I control which parts of my plan they see?

Can I revoke a Trusted Contact's access?

What is the difference between Summary and Detailed Access?

Legacy Access

What is the Legacy Key?

Who should receive my Legacy Key?

What happens if a Trusted Contact loses access to their account?

What is a Recovery Code?

Can someone access my entire account just because they have my Legacy Key?

Documents

Do I have to upload documents?

Which plans include secure document storage?

Does uploading my Will make it legally valid?

Can Trusted Contacts see my uploaded documents?

What information should I NOT upload?

Family, Children, and Pets

Can I organize information for my minor children or dependents?

Does naming a guardian in My Plan Companion legally appoint them?

Can I organize care information for pets or animals?

Can I change guardian or caregiver information later?

Legal and Wishes

What happens if my family disagrees with something I entered?

Does My Plan Companion override Ohio law or other applicable law?

Can information in My Plan Companion be used in court?

Are my final wishes legally binding?

What should I do if I want my wishes to be legally enforceable?

Privacy and Security

Is my plan public?

Who can see my information?

Can My Plan Companion employees see everything in my plan?

How are documents protected?

What happens if I change or revoke sharing permissions?