The System
PlanGuardian turns planning into something you can hold and use.
PlanGuardian is a complete planning system made up of four integrated components: the Personal Continuity Binder, POA Guidebooks, Documentation & Communication Tools, and a Digital Dashboard. Together, these components help turn Personal Continuity Planning into a practical, organized record that can grow through the Preparing, Supporting, and Leading phases.
The system includes:
Personal Continuity Binder — a living planning record that grows throughout the Preparing, Supporting, and Leading planning phases.
POA Guidebooks — practical guides generated to support each phase of Attorney involvement so responsibilities, expectations, and support actions remain clear.
Documentation & Communication Tools — tools that support organization, record keeping, communication, accountability, and continuity.
Digital Dashboard — a digital version of the planning system available to the client and authorized users.
Clients decide in advance who may access information, customize access by person, and give different people different levels of access.
What’s inside the system
Physical form
Personal Continuity Binder
A living planning record that grows throughout the planning process and evolves as life circumstances change.
Practical guidance
POA Guidebooks
Practical guidance generated for each phase of Attorney involvement so support responsibilities remain clear.
Digital form
Digital Dashboard
Secure digital access to planning information, communication records, and approved shared content.
Digital form
Documentation & Communication Tools
Tools that support organization, communication, accountability, and continuity throughout the planning journey.
Bring structure to what matters most.