Your Life Map

The Life Map is the easiest place to start in KinWell. You answer a few short questions, and it shows you where you are, what to do next, and what can wait. You do not need to know anything about estate planning to use it.

How to start

Open Life Map in the dashboard sidebar, or use the Life Map card on your dashboard. Sage, your guide, asks you:

• What is going on in your life right now, such as caring for a sick spouse, becoming a parent, helping aging parents, planning for retirement, or a recent loss. If none fit, choose "I'm not sure".
• Your birth year.
• Who is in your household.
• Who you are caring for.
• Whether you own a home or a business.

It takes a few minutes. You can choose Skip for now and come back later. Your answers are saved when you finish, so if you skip partway through, the questions start again next time.

If you add family members during the questions, they are saved to Roundtable, your Family page, so you do not have to enter them twice.

Reading your map

Your map is a path of stops. Each stop is a moment in life, such as buying a home or a partner becoming seriously ill. Stops are grouped into five stages: Starting out, Building a life, Midlife, Later life, and When it matters.

• Your pin shows where you are right now. It is marked "You are here".
• Behind you are stops you have already passed.
• Next and Ahead are stops still to come.
• Not on your path means a stop does not apply to you because of a decision you made.

You can view your stops as a map or as a list. Both show the same stops.

What is inside a stop

Select any stop to open it. You will see:

• Why this stop matters for you.
• A key term, explained in plain words, when there is one worth knowing.
• A short list of to-dos.
• Sometimes a decision, such as whether you want a will or a trust. Your choice can add or remove stops on your path.

How to-dos work

Select a to-do to go to the place in KinWell where that work is done.

• Most to-dos check themselves off. When you add a healthcare directive in Roundtable or name a guardian in Cornerstone, your map notices and marks the to-do as done.
• A few to-dos happen outside KinWell, such as getting a document signed. Use Mark as done when you have finished one, or Skip if it does not apply. You can undo either.
• A to-do that says "Add this person to your family first" needs that family member added in Roundtable before it can be completed.
• A to-do marked Locked leads to a feature that is part of a paid plan.

Moving your pin

If your pin is not where you feel you are, open the right stop and choose Set as where I am.

Updating your answers

Life changes. Choose Update my answers on your map to answer the questions again. If your new answers point to a different stop, your map suggests moving your pin and lets you decide.

Asking Sage

You can ask Sage things like "What should I do next?" or "Where am I on my map?". Sage can see your pin and your open to-dos and point you to the next step. Sage cannot change your map for you.

A note on advice

The Life Map helps you get organized. It is not legal, tax, or financial advice. Rules differ by state, so check with a professional before you sign anything.