Feature · Planning Mode
Planning Mode is the AfterLoss workspace for getting your affairs in order before a death, with one nominated person who inherits the case when the time comes.
Two things, one workspace. Build the case in your own time, and nominate the one person who inherits it when the time comes.
Start a case →You know how much work falls on a family after a death. Where the will is, who the solicitor is, which bank holds the savings, what the password is for the email account. You'd rather your own family didn't spend their first weeks of grief looking through filing cabinets for things you could have written down. Most planning tools, though, assume you're ready to think about funeral arrangements, registrar forms and statutory deadlines. You're not. You want to put a few sensible things in place, calmly, when you have an hour to spare.
Planning Mode is the same AfterLoss workspace as bereavement mode, with the urgency stripped out. Statutory deadlines and death paperwork stay hidden until they apply. You work through Key Information, Documents, Whereabouts and Funeral Wishes at your own pace, in any order, leaving as much or as little for later as you want. Nothing on the page presses you to do anything today. The wiki has a full estate planning checklist for context.
Together they make AfterLoss something you can use before a death has happened, not only after.
The same building blocks as a bereavement case, with the urgency taken out. Key Information, Documents, Whereabouts, Contacts and Funeral Wishes all behave the same; death paperwork and statutory deadlines stay hidden until they apply. You fill things in when you want to, in any order. Pair with making a will and an advance decision if you want full coverage.
Nominate one person, usually an executor or close family member, who inherits the case when the time comes. They get an email explaining their role. When the death is recorded, statutory deadlines kick in and every piece of preparation you have done carries forward. They walk into a case that is already part-prepared.
Planning Mode shares its plumbing with the rest of an AfterLoss case: the same information and documents, the same funeral wishes, the same people you have invited in (see collaboration). Planning while you have capacity is part of a wider picture: the Mental Capacity Act 2005 sets the legal frame, and the wiki covers the broader end of life planning tools that sit alongside the AfterLoss case. Once a death is recorded the case continues in bereavement mode and the communications scripts become available.
No urgency. No deadlines. Pick it up when you can.
