Order of Service Planner
The Order of Service Planner is the separate product for a family member arranging a service after a death. Its own sign-in, its own sessions, and how it relates to an It's Simple Will account.
Articles
Adding photos and speakers
How to add a photograph for the printed keepsakes, how long uploaded photos are kept, and how to set the speaking order for the service.
Comparing funeral-home quotes
How the quote comparison page works — adding each home, entering the figures from their own quote, and reading the side-by-side total.
Keeping track of who has been told
How the Who has been told list works, that the planner contacts nobody on your behalf, and how to work from paper instead if you would rather.
Sharing the checklist with your family
How the shared family checklist link is created, who can open it, how long it lasts, and how to replace it with a new one.
Starting an Order of Service session
What the Order of Service Planner is, that it is bought separately from the will bundle, what one purchase includes, and how a session begins.
The writing helpers: obituary, eulogy and welcome remarks
How the obituary, eulogy and welcome-remarks drafting works in the Order of Service Planner, what the AI does and does not do, and what you are expected to change.
What you end up with
Every document the Order of Service Planner produces, described by what it is and what it is for, and how to download each one.
Working through the planner
How the Order of Service questions work — the two depths, how answers are saved, going back to change something, and the review screen before you generate.