Plan Builder

Lets begin your plan

Building your plan documents requires two roles:

  1. A Coverage Attorney –  the lawyer who steps in to help run your practice in the event of an emergency.
  2. Gatekeeper – the person responsible for holding the pre-signed documents granting authorizations to your Coverage Attorney to take over your practice and accounts.
    They also have the responsibility of deciding when to trigger your plan and get the required documents to your Coverage Attorney. Often this person is a spouse, close friend, or a Personal Power of Attorney should you have one.

How It Works

Your Coverage Attorney and Gatekeeper roles can be filled by the same person, if the relationship supports it.

Click the button below to start building your agreements. It’ll only take about 10 minutes, and all you need are basic contact details on hand for your Coverage Attorney and your Gatekeeper.