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Simplicity Plan<small><sup>®</sup></small> FAQs

Simplicity Plan® FAQs

 

What is the purpose of this site?
How do I create an account?
What does my membership include?
What type of security does this site have?
Is this a will?
What information do you collect in My Plan?
What if my preferences change or I move?
Can I add my spouse's wishes to My Plan?
What if there's no Simplicity Plan provider in my area, can I still become a member?
What happens if my membership card is lost or stolen?
What if I forget my password or username?

 

What is the purpose of this site?
Simplicity Plan is one of the most complete end-of-life planning programs that can help you document, organize and store all the important information your family will need after you are gone. Simplicity Plan assists members with final-needs issues, offers valuable financial and health information, and provides the tools and guidance needed to make the best choices for you and your family today. Back to Top

 

How do I create an account?
Click 'Join Today', and follow the steps. Back to Top

 

What does my membership include?
Your membership includes:

  • Immediate access to the Simplicity Plan planning and storage portal.
  • A single, private and secure location to document, organize and store everything your family will need after you are gone.
  • Confirmation of your Simplicity Plan membership with two personalized identification cards–one to keep and one to give to a trusted loved one to ensure there is no confusion about your wishes.
  • Your Simplicity Plan membership card also offers opportunities to save up to 20% and more every time you visit participating merchants including restaurants, retail and travel establishments, home and auto services, national attractions, and sports and leisure activities.
  • Easily update and add to your registry from anywhere in the world via the Internet at any time should your circumstances change.
  • Complete portability of your membership should you move.
  • A complimentary consultation with a Simplicity Plan consultant to assist you in tailoring your registry to meet your personal and financial priorities.

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What type of security does this site have?
This site is password protected and secured using SSL (Secure Sockets Layer). Personal information that you enter onto the site is encrypted in our database for your protection. Back to Top

 

Is this a will?
Simplicity Plan is not a will and is not legally binding. However, it is an invaluable tool to let your loved ones know your wishes and where to locate important documents. Back to Top

 

What information do you collect in My Plan?
The information your family will need to carry out your final wishes and settle your estate is collected in your secured plan and stored in one place. This includes funeral, cemetery or cremation preferences, memorialization choices, and estate planning and medical treatment information. Back to Top

 

What if my preferences change or I move?
Your plan is accessible at any time and from anywhere via the internet. You can log in to your plan to view, update or change your information as often as you like. Simplicity Plan also has over 350 local providers across the United States and Puerto Rico, so if you move, your membership benefits move with you. Back to Top

 

How will my family know where to find My Plan?
It's important when you join Simplicity Plan to designate a trusted family member or friend to have access to your plan in the event that you become ill or pass away. If its difficult to share your wishes with those you love, just make sure you provide them with the second membership card to keep in a safe place. Back to Top

 

Can I add my spouse's wishes to My Plan?
Simplicity Plan is designed to record your own wishes so that they reflect your individual life and personality. Please encourage your spouse to join in order to record his or her wishes and important information. Back to Top

 

What if there's no Simplicity Plan provider in my area, can I still become a member?
Yes! Even if theres no Simplicity Plan provider in your area, we believe you'll still find it very beneficial to become a Simplicity Plan member. You and your family will have peace of mind that all your information and personal wishes are documented and securely stored in a convenient location.

In addition, you'll also be able to take advantage of these valuable member benefits:

  • Two personalized ID cards–one to keep and one to give to a trusted loved one to ensure there is no confusion about your wishes.
  • Immediate access to the Simplicity Plan planning and records storage portal.
  • Your Simplicity Plan membership card also offers opportunities to save up to 20% and more every time you visit participating merchants including restaurants, retail and travel establishments, home and auto services, coming attractions, and sports and leisure activities.

Back to Top

 

What happens if my membership card is lost or stolen?
Click here to contact us and we'll be glad to send you new cards in the mail. Back to Top

 

What if I forget my password or username?
Your username is your e-mail address. If you forgot your password, click here.


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