FinallyPeace TEMP DEV

FINALLYPEACE • TEMP DEV

Plan clearly now. Leave less stress later.

FinallyPeace is a community and planning platform for organizing end-of-life preferences, family instructions, trusted contacts and partner-supported services. It is not an insurance company, insurance advisor, funeral home or legal practice.

Member plan
1 • MY WISHES
Service, location, flowers, clergy, cemetery, family notes
2 • MY PEOPLE
Executor, family, trusted contacts and professionals
3 • MY CONTINUITY
Assets, accounts, properties, companies and next-step guidance
Planning workspace

Everything important, organized without pretending to replace licensed professionals.

FUNERAL PREFERENCES
Record choices clearly

Service type, location, casket, flowers, clergy and cemetery preferences.

FAMILY & EXECUTOR
Share what matters

Identify the people who should know, act or receive access when appropriate.

ASSET CONTINUITY
Create a structured map

Keep organized references to accounts, homes, properties, businesses and important documents.

PROFESSIONAL CONNECTIONS
Connect directly

Find legal, paralegal, funeral and financial professionals where permitted and engage them directly.

Family handoff

Make the next step obvious.

The goal is to reduce confusion by giving the executor and family a structured plan, while the funeral home, insurer, lawyer or other licensed professional performs the regulated work.

Prototype flow

Member saves preferences → Trusted contacts receive authorized access → Family reviews plan → Licensed providers are contacted directly → Choices are implemented

Future releases will add consent, audit trail, document vault, family permissions and partner handoff workflows.

Consent & access • v0.2.0

Share the right information with the right person at the right time.

Member-controlled access

Choose who can see planning preferences, contacts or continuity references.

Role-based visibility

Family, executor and professional roles should receive only the information relevant to their responsibility.

Access history

Future production design should show when authorized information was viewed or changed.

Emergency boundary

No automatic disclosure is implied; activation rules require legal, privacy and partner validation before production use.

Activation checklist • v0.3.0

When the plan is needed, make the handoff deliberate—not automatic.

This prototype defines the checks that should happen before family or professionals rely on stored instructions. It does not trigger legal authority, insurance claims, funeral arrangements or asset transfers by itself.

1 · Verify the event

Confirm the member’s death, incapacity or other authorized activation condition through the appropriate real-world process.

2 · Verify the person

Confirm that the executor, family member or professional requesting access has the correct role.

3 · Release only what applies

Share the minimum relevant planning information for that role and situation.

4 · Record the handoff

Keep a future audit record of who received what information, when, and under which authorization.

Document locator • v0.4.0

Know what exists and where to find it without storing the secret itself.

This DEV module records references to important documents and institutions while avoiding passwords, account credentials or unnecessary sensitive data.

Identity & legal

Record that a will, power of attorney, identification or other document exists and where the authorized person can locate it.

Property & business

Reference deeds, leases, corporate records and key professional contacts without publishing private credentials.

Financial institutions

Keep institution names and authorized contact paths separate from passwords, PINs and full account details.

Review status

Track whether a reference is current, needs review or should be removed before a future handoff.

Plan review cycle • v0.5.0

A plan is only useful if it is still current.

Annual review

Prompt the member to confirm that preferences, trusted contacts and document locations are still accurate.

Life-event review

Flag a review after a move, marriage, separation, new child, major property change or business change.

Stale-contact warning

Show when a trusted contact or professional reference has not been reconfirmed for a defined period.

Version history

Future production design should preserve a dated record of meaningful plan changes without implying legal-document versioning.

Trusted-contact readiness • v0.6.0

A trusted contact is only useful if the contact is still reachable and understands the role.

Confirm contact details

Track whether phone, email and relationship information have been reviewed recently.

Role acknowledgement

Record that the person understands whether they are a family contact, executor reference or professional contact without granting legal authority.

Backup contact

Identify an alternate person when the primary trusted contact cannot be reached.

Review reminder

Prompt a reconfirmation when a contact has not been reviewed for a defined period or after a major life change.

Partner model

Platform first. Licensed partner where required.

FinallyPeace may support member applications or referrals to approved insurance, legal or end-of-life service partners where permitted. Policies, advice and regulated services remain with the licensed provider.

TEMP DEV RULE
No real member data yet

Use synthetic/demo data only until privacy, consent, security, retention and partner agreements are production-ready.

FinallyPeace TEMP DEV • v0.6.0
Temporary 4BR development environment. Production deployment remains separate.
4BR / FP • SYNTHETIC DATA ONLY