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

My People & MPC Access

My Legacy Key

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 You, People & Relationships and MPC Access?

What does Wishes, 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?

My People & MPC Access

What is MPC Access?

Does someone in My People automatically have access to my plan?

What can someone with MPC Access see?

Can I control which parts of my plan they see?

Can I revoke someone's MPC Access?

What is the difference between Summary and Detailed Access?

What is Companion Guidance?

Does someone with MPC Access need Premium to use Companion Guidance?

My Legacy Key

What is My Legacy Key?

Who should have my My Legacy Key?

What can someone see with my My Legacy Key?

Does My Legacy Key give someone legal authority?

Can I change or deactivate my My Legacy Key?

Does someone need an MPC account to use my My Legacy Key?

How long does Emergency Access last?

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 applicable state 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?

What happens if I change or revoke sharing permissions?