Plandled | How It Works
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How It Works
Upload Documents and Notify Key Contacts

Empowering Families Through Technology.

From signing up to securely sharing your documents, Plandled guides you every step of the way. Our platform makes it easy to manage estate plans, final wishes, and more, ensuring they are executed exactly as you intend.

Gentleman relieved to share documents easily with loved ones via Plandled.
Effortless, Secure Document Uploads

Seamless Document Upload Experience.

Versatile document uploads, anywhere, anytime. Seamlessly upload vital legal documents like trusts and wills or everyday essentials like social media passwords. Directly from your computer or connect with OneDrive, Google Drive, or Dropbox for added convenience.

Quick Tutorials

Learn all about the Plandled System in under 6 minutes total. Each tutorial is about 2 minutes and designed to get you up and running in no time. Get started today.

System Overview image

System Overview

Plandled Alert System and Key Contacts image

Plandled Alert System and Key Contacts

Plandled Alert Settings and Reports image

Plandled Alert Settings and Reports

Organize, Categorize and Upload with Ease.

Effortlessly upload crucial documents and key personal information, streamlining your life in just a few clicks. Whether it's records or contacts like your lawyer or accountant, our user-friendly platform ensures seamless organization and accessibility.

Man loads digital assets to Plandled's site using phone and laptop.

Comprehensive end-of-life directives, wills, and funeral plans for a seamless transition.

Membership certificates, renewal details, and exclusive club affiliations organized in one place.

Academic transcripts, job contracts, and professional certifications for a consolidated career and educational history.

Bank statements, property deeds, and legal documents ensuring a centralized hub for financial and legal affairs.

Personal documents such as passports, birth certificates, and medical records for easy access and management.

Identify your Key Contacts

Invite trusted Key Contacts.

Easily add crucial Key Contacts to the platform, ensuring a secure transfer of your end-of-life documents in case of unforeseen circumstances. Provide peace of mind by designating recipients for your important information, so they can access it when needed.

Key Contacts on Plandled receive your documents and assets on your terms.
Plandled Alert controls when assets are shared with Key Contacts.
On Your Time

Plandled Alert: Personalized Timing Notifications

Set your preferred time and effortlessly notify Key Contacts, predetermined by you, ensuring timely updates. Our automated system seamlessly shares important documents with them, providing convenience and peace of mind.

Frequently asked questions

A web platform and digital vault designed to revolutionize the way families approach wills, trusts, and essential documents. We envisioned a world where people could effortlessly communicate the whereabouts of their crucial papers, digital assets, papers, and more, ensuring that their loved ones aren't left scrambling in times of need.

Plandled provides a centralized platform for individuals to store all critical and end-of-life documents in our digital vault. With our automatic notifications, you don’t have to worry about getting the documents, assets, wills and trusts to your loved ones at the time you select. You can’t communicate, we’ve got you covered.

At Plandled, we prioritize the security of your data above all else. Understanding your concerns about data protection, we have implemented comprehensive security measures to safeguard your information both in transit and at rest, alongside enforcing strict zero trust policies for all administrative and operational procedures.

Security of Data in Transit:

Plandled enforces a strict policy that all data transmitted to and from our servers must use SSL encryption and HTTPS. This dual-layer of security ensures that every piece of data is encrypted at the connection and transmission levels, safeguarding your sensitive information from unauthorized interception. We further secure this data with RSA 2048-bit certificates, adhering to the highest standards of encryption to keep your information safe.

Security of Data at Rest:

At Plandled, we secure your stored data using the most advanced encryption algorithms available today. By implementing multiple layers of encryption, we ensure that your documents and personal information are protected according to best practices in cybersecurity. This multi-tiered approach ensures that even if one layer is compromised, additional layers of security maintain the protection of your data.

Administrative and Operational Procedures:

Plandled’s operational protocols are designed to safeguard your privacy, adhering to a strict Zero Trust Security Model that limits internal access to personal data. Our team members only have access to general account information required to assist you effectively, ensuring that no sensitive personal details are exposed to anyone. This restriction is enforced through rigorous administrative procedures and complemented by frequent security audits that assess compliance and reinforce our data protection measures.

Plandled offers flexible pricing plans with both monthly and annual subscription options available. You can visit our pricing page for more details.

Yes, Plandled offers a free trial period for new users to explore the platform and evaluate its suitability. Simply sign up for a trial account on our website to get started.

Yes, Plandled provides customer support to assist users with any questions, issues, or technical difficulties they may encounter. Our support team is available via email during business hours to ensure a smooth experience for our users.

Getting started with Plandled is easy! Simply sign up for an account on our website, and you'll be guided through the setup process. Once your account is set up, you can start adding documents, inviting Key Contacts and maximizing your peace of mind.

No, Plandled does not offer a mobile app at this time. However, the website is mobile friendly and looks great on all screen sizes. For any feedback and ideas please contact us.