Free private planning tool
Start your My Family Plan
Begin with one manageable step. You only need an account when you are ready to save your progress and come back later.
What would you like to organize first?
Choose a starting point. Nothing is shared with providers by starting a plan.
Contact the appropriate authority or care teamFor an unexpected death call 911 or the appropriate authority; if hospice was involved, contact the hospice team.Choose funeral or cremation careCompare appropriate local care and confirm authorization, pricing, and timing directly.Request death certificatesEstimate how many certified copies may be needed and learn who can order them.Notify family and key contactsUse a simple calling plan and delegate notifications where possible.Secure home, property, and dependentsAddress pets, mail, vehicles, utilities, and urgent property responsibilities.Review benefits and required noticesIdentify employer, insurance, veteran, Social Security, and pension contacts that may apply.Begin estate and legal stepsLocate the will or trust and determine whether qualified legal guidance is needed.Address financial and tax accountsCreate a controlled list of institutions and deadlines without entering account credentials here.Manage the digital estateFollow lawful procedures for email, social, subscription, and device accounts.Find ongoing grief supportIdentify trusted personal, community, spiritual, or professional support.
Your plan has started
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We will remember that you started with “Review benefits and required notices” and carry it into your private roadmap.