Planning Ahead
One of the Greatest Gifts You Can Give Your Family Is Clarity.
Your family shouldn't have to search through drawers, emails and paperwork trying to figure out what you wanted or who they should call.
Heaven Concierge can help you organize the practical information your family may eventually need.
Why Plan Ahead?
Many families don't realize how much practical information one person carries until that person is no longer able to provide it.
- Important documents may be in different places — or no one knows where they are.
- Family members may not know who the attorney or CPA is.
- Nobody may know where property information is located.
- Pets may need immediate care and no one knows the routine.
- Family members may not know someone's funeral or memorial preferences.
- Planning ahead can make these responsibilities easier to understand — and easier for the people you love.
The Heaven Concierge Family Plan
A personalized organizer that brings together the practical information your family may eventually need — all in one place.
Important People
- Immediate family
- Emergency contacts
- Executor or trustee information
- Attorney
- CPA
- Financial professional
- Insurance professional
- Physician or care contacts
- Clergy or faith contact, if desired
Funeral & Memorial Preferences
- Preferred funeral or cremation provider, if selected
- Burial or cremation preferences
- Memorial preferences
- Celebration-of-life preferences
- People who should be contacted
- Religious or spiritual preferences
- Music, readings or personal wishes
Important Documents
- Will
- Trust documents
- Powers of attorney
- Advance healthcare documents
- Insurance information
- Property records
- Vehicle information
- Tax records
- Military records, when applicable
- Other important family documents
Do not upload sensitive documents through a general website form. Heaven Concierge will advise on appropriate secure methods for document storage.
Home & Property
- Primary residence
- Investment properties
- Mortgages
- Property-management contacts
- HOA information
- Home insurance
- Utilities
- Security systems
- Maintenance providers
- Keys and access information
Security credentials, alarm codes and passwords should be stored using an appropriate secure method — not submitted through a public website.
Personal Property
- Vehicles
- Jewelry
- Artwork
- Collectibles
- Family heirlooms
- Items intended for specific family members
- Items intended for donation
- Potential estate-sale items
Pets
- Pet names
- Veterinarian
- Medication information
- Preferred caregiver
- Food and routine
- Long-term care wishes
Digital Life
- Email accounts
- Social media accounts
- Financial and banking accounts
- Subscription services
- Cloud storage and photo libraries
- Domain names or websites
- Digital assets or cryptocurrency
Do not store passwords through the Heaven Concierge website. Passwords and authentication credentials should be kept using an appropriate secure method selected by you.
This organizer does not replace legally required documents or professional estate planning. When legal, tax, medical or financial advice is needed, consult the appropriate licensed professional.
Your "Who to Call" List
A one-page family contact sheet so loved ones can quickly identify the right person to reach in any situation.
Annual Family Plan Review
Circumstances change. People move, relationships evolve, professionals retire and personal wishes shift over time.
Heaven Concierge offers an optional annual review to help keep your Family Plan current, including:
- Contacts and professional advisors
- Property information
- Family circumstances
- Personal wishes
- Service providers
- Important-document locations
This Does Not Replace Estate Planning
Heaven Concierge provides organization and concierge assistance. We do not prepare wills, trusts or other legal documents unless those services are separately provided through an appropriately licensed professional. When legal, tax, medical, financial or other professional advice is needed, families should consult the appropriate licensed professional.
Make Things Easier for the People You Love.
You don't have to organize everything in one day. Start with one conversation.