Features

features WhenIDie.com

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How can a landing page be a feature? When you base it on empathy and understanding that people might be going through one of the most traumatic experiences of their lives and how the first words they read convey – “It will be OK, there is a process in place, and you have been taken care of – here are the next steps”.

For Plan Creators the checklist functions as a scorecard reflecting those items yet to be completed or reviewed by each user. For Trusted Individuals the checklist functions as a dashboard to reflect those items in various states of completion or in some cases greyed-out to reflect they are of no concern to this particular Plan Creator. Sometimes simple items like this greyed-out feature can reduce stress because people are less confused if this is an item of importance or of no concern.

as mentioned in audio/video messages (feature step 2) the Plan Creator can choose to leave a custom message to one or more groups and to have that message delivered via email or SMS text. The program designers included the ability for all users to see how many emails are sent, rejected and details like when opened. These added abilities should help reduce wasted time with follow-ups and potentially more phone calls. This is another reason to make sure you allow emails from Asset Planet to go into your inbox not junk/spam.

The designers of this software solution have decades of experience in financial wealth management and helping people, and they believe it was critical for a Plan Creator to create and possibly amend personal notes. These notes are the types of items that might not be in a Will or Trust and can highly personal, secretive, or simple instructions. That favorite collectible item you didn’t mention in a Will or Trust but feel the need to use a Personal Note for added clarity, this small note might help reduce bickering amongst those in conflict over such items. Personal notes might range from added care of a pet, or something salacious such as having a secret family. Personal Instructions is another tool to help Plan Creators communicate their wishes and their intent to those they leave behind when they die.

This web-based program does not worry about operating system or device types so that you may access anywhere and retrieve contacts relevant to the Plan Creator. This is a simple, yet complicated, functionality of our program as each contact added can be assigned a certain permission group or role by the Plan Creator. Each contact also can have fields to denote their profession and if they are part of a Trusted Team. Example one group might be pickleball friends, another group college buddies, or a contact can be listed as a lawyer-cpa-financial expert, and more. By creating this contact list feature Trusted Individuals can quickly and easily assess who are those people on the “Trusted Team” and what notes did they leave, or interactions have they posted. Care and Collaboration help reduce chaos and lead to better outcomes for a difficult situation.
 

This is another simple but critical feature to have in a program to maximize collaboration. There are variety of ways to store data and the idea was to simplify by allowing our global server farm to house and back-up the data, thereby making it accessible with anyone authorized by Plan Creator as a Trusted Individual. Except for Advanced Health Care Directive important documents are not accessible to anybody other than those with certain permissions and still must be authenticated using 2FA SMS text. Early access is not available for Trusted Individuals to insure the secrecy of its contents and intent by Plan Creator. Only once the plan has been fully activated will this area and its contents be viewable by Trusted Individuals. Document examples include insurance policies, wills, trusts with birth certificate, deeds, divorce or civil settlement, misc. legal papers, scanned copies of personal letters, receipts, and much more.

We live in a digital age and accessing information often requires passwords. The Plan Creator might leave nothing on this subject, maybe a few handwritten items, or very detailed listings. Plan Creators might choose to link to a third-party password manager or leave a password protected PDF. The myriad of choices is many and this program feature allows for an easy repository or gateway for password accessibility after death. The Passwords module is only accessible via 2FA code sent to phone via SMS, and only upon plan activation so that privacy is insured while the Plan Creators are alive.

this program feature is pulling information found in Asset Planet the software for Organizing Planning and Protecting. The death module is part of the 4 D’s of the Asset Planet program- the others being disability, disaster and divorce. The death module is retrieving information found in Assets and Liabilities and that information was either hand entered and updated manually by Plan Creators or automated depending on features chosen by Plan Creator. If a third-party program was utilized to retrieve banking information from various financial institutions is needed for automation.
 

Is not applicable to each person that dies but having the ability to convey details of pending litigation might be very beneficial to those the Plan Creator leaves behind. If the person that died spent years fighting for their day in court, then they would want those left behind to gain access to the maximum amount of information, so that they can pursue the case to benefit those chosen by the Plan Creator. Knowing that a Plan Creator is not losing a litigation case because they didn’t share notes and details is an honest comfort for many people as it addresses the need to not feel like a victim. The opposite can also be true if the Plan Creator is in litigation against them, and they would want the maximum information available to the Trusted Individuals so that they can find ways to protect the estate in civil court.

The Plan Creator can specify a timer delay allowing them the ability to override anyone of the Trusted Individuals that might have triggered program. This delay can be anywhere from several hours to 1 day. Why did we create this feature? Because we tried to think of all the details and possibilities sometimes include a friend with a poor sense of humor who thought it might be funny to tell everyone you died (probably not the person you want as a rusted Individual). What happens if someone received incorrect information and you are not dead but were missing unreachable in an area with no phone or internet service. Our goal is to reduce stress and we believe this small, but important, feature helps Plan Creators sleep easier.

depending on the features chosen and paid for in the Plan Creators subscription this information may be hand entered by Plan Creator or ported in using a third-party service to log-in and retrieve banking information. Often, one of the most pressing concerns for friends and loved ones is how to pay bills for the deceased and which ones are coming up. Added features might also denote which bills are paid auto-pay from a bank account or credit card, along with other details that may prove to be helpful.
if the Plan Creator has chosen to pay or earmark certain instructions relevant to their burial or ceremony it can be found in this feature. Details include; Name of facility, location, items paid for, when paid, how much total, name of funeral home director, and personal notes. If The Creator has populated these fields, then address and name of funeral home can be auto-populated into email details for notification of groups

OK, we are not talking about buried treasure! — – or are we? The point of this program feature is for the Plan Creator to be given an opportunity to list personal items that might not be found on a balance sheet. Comic books, gold bullion, heirloom jewelry, collectible car stored in friends garage, are all potential candidates for secrecy and a desire to list separately.

URL might have been populated by Plan Creator to reflect the county in which they currently reside. There is no automation to this process and the program cannot order death certificates on behalf of anyone.

A digital wall of positive legacy being shared amongst those people important to the decedent. A simple and easy online tool for people to embrace with words, and pictures the positive memories they have experienced with this person they cared about and recently died. Contributions are extremely simple for everyone because it is free, accessible from any internet connected device, requires no passwords or confirmations to login. Users are given a private link and can leave their thoughts using their full name or abbreviated name.
 

Plan Creators can leave one or more custom messages in audio or video format, and they will be attached to emails to each custom group chosen by the Plan Creator.

Lighthearted

Messages don’t need to be serious they can also be fun and silly including the use of third-party provider http://Cameo.com where celebrities and other people of interest leave custom messages for the departed and their target group. Can you imagine the sendoff message for a KISS superfan to have Gene Simmons say your last words.

 

Serious

These can be highly serious and deeply confidential messages and the people who created this program realized the importance of potential grief counseling and other emotional support. Third-party professional services that are skilled in such important, yet delicate matters are available as part of our expanding service network. Plan Creators can also record these messages from any location they appreciate and can be uploaded at their convenience.

Plan Creator

Messages can be easily updated by Plan Creator and only viewable by others upon plan activation. The Trusted Individuals cannot alter the Plan Creators messages after death so that their wishes and intentions are protected. The messages are locked and ready to be sent as attachments or web URL posting for those individuals assigned by a group by the Plan Creator.

 

Subscriber Community – each subscriber will actually be part of a community where they can find resources, they might need to help improve their financial lives.  Thes benefits might consist of discount coupons for using a 3rd party service chosen by the client.  Articles that are curated for a need is appreciated to make each persons life easier to find the information they want.  Examples might include tips for estate planning.

Features + – All subscribers to the Legacy module from Asset Planet will be entitled to special benefits for new programs being developed by Asset Planet. Think of this as early adopter and thanks from the Founder. Thes benefits might include price lock guarantees, free programs, or reduced special pricing. Other benefits might include access to our mobile apps premium features for no cost, (programs and benefits subject to change)