AfterPlan

Primary Trusted Person Access Request

This page is only for the Primary Trusted Person (PTP) of an AfterPlan account whose owner has passed away or become incapacitated — and who cannot sign in through the normal flow (no invitation email arrived, or it was lost).

If you are the account owner and forgot your password, use Forgot your password? instead.

To grant you access as the designated PTP, we need to verify your identity and the owner's passing. Submit the documents below — we review every request personally and respond within 1–3 business days.

Your Email Address

Enter the email address registered with your AfterPlan access.

If you're not sure which email address was used, you'll need to contact us directly at [email protected] — please include a copy of the death certificate and a selfie holding your government-issued ID so we can verify your identity.

Your Full Name

Enter your full name as the account holder would recognize it.

AfterPlan Account Holder's Full Name

Enter the full name of the person whose AfterPlan account you need access to.

Death Certificate

Tap to upload a photo or scan of the death certificate

JPEG, PNG, WEBP, HEIC, or PDF — max 10 MB

Photo ID Selfie

Take a selfie holding your government-issued ID under your chin

Your photo must clearly show:

Your face
Your ID held under your chin in the same photo
The name and photo on the ID are readable

Accepted IDs: state ID, driver's license, or passport.
You may redact the ID number if you wish.

JPEG, PNG, WEBP, or HEIC — max 10 MB

Your documents are stored securely and used only to verify your identity.