Welcome to Helen's Plan

Our mission is to provide a tool for you to change the way you plan for your family, that allows you to focus on meaningful conversations, a healthy grieving process and a safe, simple and secure way to navigate the logistics of grief.

Life is complex, and when unexpected events or loss happen the last thing we want to do is be burdened by complexity.

Helen’s Plan is for anyone who wants their affairs to be in order for themselves and for their loved ones. It’s for people in excellent health and those in the end stages of medical struggles.

It’s for new couples, families with young children, single people with pets, and everyone in between. It’s for people.

Meet Helen

Helen Claire Edwards Portz was my mother. She was born in April of 1944 in Wheatland, Wyoming. She was a selfless wife and mother of two, a quality friendship maker, an avid quilter and gardener, and a lover of all brightly colored clothing. And she was an organizer of everything.

Meet Helen

Helen Claire Edwards Portz was my mother. She was born in April of 1944 in Wheatland, Wyoming. She was a selfless wife and mother of two, a quality friendship maker, an avid quilter and gardener, and a lover of all brightly colored clothing. And she was an organizer of everything.

Meet Walter

In April of 2017 we lost my mother Helen unexpectedly. She had prepared as best she could, but I was overwhelmed by the responsibilities involved. There seemed to be no clarity on what I should be doing, where I should be going and who I needed to meet with. I realized that we get a lot wrong about the way we handle, and plan for the logistics of loss, and grief. In 2018, I founded Helen’s Plan.

Meet Walter

In April of 2017 we lost my mother Helen unexpectedly. She had prepared as best she could, but I was overwhelmed by the responsibilities involved. There seemed to be no clarity on what I should be doing, where I should be going and who I needed to meet with. I realized that we get a lot wrong about the way we handle, and plan for the logistics of loss, and grief. In 2018, I founded Helen’s Plan.

Helen’s Plan Features

Comprehensive Planning

Helen’s Plan allows you to put together a truly comprehensive plan, and put all the information you, your loved ones, family, friends and key figures need.
Beyond just a list of phone numbers and key contacts, you’ll be able to store important information on insurance, healthcare, medications, device and storage access (even instructions for physical storage like safes or deposit boxes).

Multi-User Access

Additionally, our plan is designed to be able to share access with different figures so you can utilize our confidential and secure process to share information with people who are watching your children, pets, loved ones, etc., who may need limited access to key information.

Encryption and Security

The security measures we deploy goes above and beyond. We have PEN tested our site, which is a cybersecurity penetrative test that rates our security, and have outscored several of the nation’s largest financial institutions.

Helen’s Plan Support

Because we built Helen’s Plan out of a heartfelt belief that there is a better way to help people plan and handle a loss of a loved one – we also wanted to make sure our team is able to support you along the way. Any of our users can get one on one support by contacting us through their app, or by reaching out directly.

Multi-View Platform

Helen’s plan is built with two convenient and intuitive viewing formats that you can view and enter your information.

Story View

Our Story View allows you to visit and complete each section at a time, and skip any sections you don’t need. If you want to focus on one area and complete one section at a time, this is a perfect view to allow you the focus you need to be as thorough as possible.

Book View

The book view allows you to see the big picture of what is entered across all of your plan, and what still needs to get added.

Check List View

The Checklist takes some of the guess work out of your priorities, and allows you to follow a simple, and thorough process so you can spend less time working through all the “to-do” items and spend more time where it counts – with those who matter the most, doing what’s most important, remembering, grieving, and celebrating life.

Multi-View Platform

Helen’s plan is built with two convenient and intuitive viewing formats that you can view and enter your information.

Story View

Our Story View allows you to visit and complete each section at a time, and skip any sections you don’t need. If you want to focus on one area and complete one section at a time, this is a perfect view to allow you the focus you need to be as thorough as possible.

Book View

The book view allows you to see the big picture of what is entered across all of your plan, and what still needs to get added.

Check List View

The Checklist takes some of the guess work out of your priorities, and allows you to follow a simple, and thorough process so you can spend less time working through all the “to-do” items and spend more time where it counts – with those who matter the most, doing what’s most important, remembering, grieving, and celebrating life.

Security

This is the biggest priority of Helen’s Plan. You have a lot of personal information that needs to be gathered for your self or your loved one. Our platform has been built out to the same level of encryption and security that your bank uses. Every single piece of data is individually encrypted which gives our platform a higher security rating than almost any other password protector you might use.

FAQs

Who is Helen's Plan for?

Helen’s Plan is for anyone who wants their affairs to be in order for themselves and for their loved ones. It’s for people in excellent health and those in the end stages of medical struggles. It’s for new couples, families with young children, single people with pets, and everyone in between. It’s for people.

Why should I sign up for Helen's Plan?

Signing up for Helen’s Plan will give you peace of mind. The last gift you give your family will be providing them with the tools they need to handle your affairs. It allows them to move forward unencumbered by the typical pressure of those matters.

How do I know my data is secure?

Helen’s Plan is PEN tested and uses all best practices to ensure data security. Your data is encrypted to ensure you’re the only one who determines who has access to the information.

How do I talk to my parents about this?

Conversations about end of life responsibilities are always difficult. One option is to be direct. This does not have to be a conversation about end of life. Instead, it can be a conversation about personal responsibilities. Approaching these conversations with the understanding that our lives are complicated can be helpful, and a resource that pulls all of that information together can provide solutions.

If, however, your family is reluctant to get started, having someone they trust—such as a doctor or family friend—initiate the conversation is an alternative.