Helen's Plan

What is Helen's Plan?

Helen's Plan is a comprehensive tool for assisting your loved ones, giving them access to your specific information in order to help close your affairs and streamline end of life responsibilities. Helen's Plan is a loving gift to your family, freeing them to grieve and find closure in healthy ways.

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.

Who is 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.

How do I know my data is secure?

Helen's Plan is PEN tested and uses all best practices to ensure data security. Check out our Privacy Policy for more information. Your data is encrypted to ensure you're the only one who determines who has access to the information.

How do I reset my password?

You can reset your password by going to the login page and clicking “I forgot my Password.” You will be prompted to enter the email address you used when you signed up for Helen's Plan.

Once you enter your email address, you will receive a verification code by text message or phone call to make sure you are who you say you are—we don't want just anyone resetting your password! If the code checks out, an email will be on its way with a link to reset your new password for Helen's Plan.

How do I add additional authorized users to my account?

If you are the primary user of a Helen's Plan account (meaning the details of the account are all about YOU), then when you are logged into Helen's Plan, click on the name at the top right of the screen to access your account page. On the account page, at the top of the right side of the screen, you should see the section titled “Authorized Users.” Click the “Add Authorized User +” button to add a new user to your account.

How do I talk to my parents about the importance of Helen's Plan?

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.

How do I make a suggestion about changes or additions to Helen's Plan?

If you have a suggestion for an edit or an addition to Helen's Plan click here. We will respond as quickly as we can.

How do I log out?

On the top right hand corner of the browser you will see an option to logout of your account.

How do I make the text bigger?

On the top right hand corner of this website you will see an A+/A- symbol. Those can be used to change the size of the text.