CAP Plan | Comfortactionplan

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Comfort Action Plan

TM

Comfort

It's not just a Life Planning Tool. Comfort is at the center of everything.

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We Start with
What Feels Good.

Our captivating picturesque background, empowers your life planning journey with ease, inspiration, and confidence.

Don't Think.
Just Click.

We make it easy for you to quickly answer vital questions to provide immediate action.

Save Time.
Make a Selection.

Pre-populated fields to help save you time. Customizable title replacement.

Plan with Simplicity in Mind.

EASY MENU NAVIGATION

DICTATE

TEXT USING MAC

OR MICROSOFT ACCESSIBILITY TOOLS.

ELEMINATE

REDUNDANCIES TO HELP YOU QUICKLY COMPLETE YOUR LIFE PLAN.

CALCULATE YOUR

NET WORTH .

What's Included:

EMEGENCY I.D.

Input Name, Address, Date of Birth, Phone Number, Employer and Emergency Contact information.

MEDICAL

Primary Doctor, Other Doctor Information, Medical Insurance, Medications and more.

DOC. LOCATION

& BILL PAY METHOD

Check or choose vital documents you have and/or their location. Add bill payment method as well.

ACCOUNTS

Enter important account and policy information like Checking, Saving, Trade Accounts & Insurances.

PASSWORDS

Enter important passwords to Computer, Phone, Personal Email to Bills. Use financial power of attorney to have love one's access accounts.

CONTACTS

Add vital contacts like power of attorney, beneficiaries, executor of living trust and more.

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DEFINED WISHES

Avoid the family feud and easily provide the type of funeral arrangements you wish to have.

NET WORTH CALCULATOR

Use the Net Worth Calculator to enter your assets and liability to determine your net worth.

Make It Simpler…Use Dictate Feature

Dictate your important info and watch it appear into your Comfort Action Plan PDF using Mac or Microsoft accessibility tool.

Best Used With...

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LAPTOP AND DESKTOP COMPUTERS

Squinting over a small screen is uncomfortable. Give yourself some room.

Tablet Picture of Life Plans

PORTABLE
TABLET

Sometimes you just need to fold yourself over a chair, relax and handle it.

CAP Desktop Picture

USE FREE
ADOBE READER

Free Adobe Reader is most compatible when using our product.

CAP PDF Screens

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