MC

Incapacity Planning

Set up temporary access provisions for illness or emergencies

What is Incapacity Planning?

Unlike legacy planning (which activates after death), incapacity planning provides temporary access during periods of illness, hospitalization, or other situations where you can't manage your digital life. All access can be revoked once you recover.

4

Active Plans

4

Plan Types Available

30 days

Inactivity Trigger

Your Incapacity Plans
Active provisions for temporary access during emergencies

Essential Bills Autopay

active

Authorize David to access bill payment accounts if incapacitated for 30+ days

Assigned to: David Chen
30 days without loginMedical emergency notification

Social Media Management

active

Lisa authorized to post updates on social accounts during extended illness

Assigned to: Lisa Chen
Hospital admissionMedical emergency

Medical Information Access

active

Emergency access to medical records and pharmacy accounts

Assigned to: David Chen
Emergency room visitHospital admission

Recovery Protocol

active

Steps to revoke emergency access once capacity is restored

Assigned to: David Chen
Medical clearancePersonal request
Available Plan Types
Different types of incapacity provisions you can set up

Bill Payment

Authorize someone to pay essential bills during incapacity

Communication Management

Allow updates on social media and responding to messages

Medical Information

Emergency access to health records and pharmacy accounts

Recovery Protocol

Steps to revoke access once capacity is restored

Create New Incapacity Plan
Set up a new temporary access provision
Emergency Information Access
Critical information accessible in medical emergencies