How It Works

Build a complete end-of-life plan with guidance every step of the way.

Open an account as an individual or as a couple.

End-of-life decisions are a family affair. Are you married and want to manage a joint account? Or do you need a plan just for yourself with limited access for family? We have account options that fit your life.




Tell us who should have access to your plan – and what pieces of information they can view or edit.

We’ll walk you through the process of determining your authorized users – the people in your life who will get access to your account. Whether it’s a sibling, a child, or a legal professional, you decide who sees what information and who can add or edit information at all times.






Complete your comprehensive end-of-life plan. We’ll walk you through it, providing guidance along the way.

We make it simple to organize your affairs for your loved ones. Complete sections of your My Life & Wishes plan at your own pace, from financial accounts and insurance to your funeral and burial wishes.

Plus, get end-of-life decision-making guidance any time in our Planning Center.




couple with computerEnjoy the peace of mind of knowing your vital information will be accessible to those who need it.

We store your plan using the highest security standards. You can return anytime to update your information, add new details, and change your authorized users. Be confident that your information is up to date, secure, and only visible to the most important people in your life.