Frequently Asked Questions

Online Will Maker

Yes, you can add a pet in your will by listing them in the specific gifts section of your will.

Our online will maker is available to residents in Arizona, California, Florida, Georgia, Illinois, New York, North Carolina, Ohio, Pennsylvania, and Texas.

To download a copy of your will, log in to your account, go to my plans, and head over to the will and testament section of your account.

Depending on the state and county you reside in, you may need to file your will with the county clerk. Some states may not require it, but it’s recommended.

Yes, under the “About Them” section of our online will maker, you have the option to name guardians for your children.

We currently do not offer joint wills, but our family plan includes a will for you and your spouse.

After creating your will, you will need to sign it to make it legally valid. We include specific instructions that are required to make your will valid in your state. Most states require that your will be signed by you, two witnesses, and be notarized for it to be considered valid. Some other requirements may need to be met depending on the state you plan on filing your will in.

We currently do not offer trusts, but plan to in the near future.

Yes, under the “About Your Assets” section of our online will maker, you have the option to distribute your assets to beneficiaries under the “General Gifts” section and specific items to charities or individuals under the “Specific Gift” section.

Most states require that your will be notarized for it to be considered valid.

Many businesses and organizations offer notary services. Some examples include banks, public libraries, and local court offices.

You can make changes to your will by logging in to your account, going to the “My Plans” section, heading over to the will and testament section of your account, and clicking “Edit”. Once you complete the entire flow of the online will maker, it will generate your new will.

An attorney does not need to sign your will, but it will need to be signed by a notary.

Account Set Up

We’re kind of both, although we pronounce it as The Postage! Our company is dedicated to helping you plan for “post-age,” or after your death. Additionally, we deliver all your important details, preferences, and messages to your loved ones after your passing.

Setting up an account is easy! Visit www.thepostage.com and click the orange “Sign Up” button in the upper right of the home screen to create your account. Once you set up your profile and start using the platform, you’re on your way to planning for your future.

Resetting your password is easy to do. Simply click the “Forgot Your Password” link on the login page. You will receive an email at the address associated with your account containing the next steps for resetting your password.

The Postage is for anyone who wants to create and organize their estate plans, safely store their information, and plan for their future — no matter what stage of life you are in. Here are a few life events and circumstances that can make opening an account with the postage the right decision for you:

  • Marriage
  • Birth or adoption of a child
  • New medical diagnosis
  • Aging parents

No, you don’t have to fill out every section. You should complete the sections that are most relevant to your personal situation. Even completing just a couple of sections of your account will save hours for yourself and your loved ones in case of an emergency.

Yes, the information that you share within your Postage account is protected with bank-level security and fraud protection, ensuring your privacy and peace of mind. We provide the following guarantees about our platform:

  • No one will know you have an account on The Postage unless you invite or refer someone specifically.
  • Any recommendations for products and services you see come from behavioral data, not third parties accessing your information.
  • You are in charge of your documents, planning, messaging, and affairs. No one at the Postage can see them, much less interact with them.
  • Only delegates you approve can see your profile – and even then, only what you approve. No one can talk to The Postage about you without your express permission.

Read more about our security features.

Subscription Options

We currently offer 3 Plans:

Will & Legacy Planner

  • Will For Yourself
  • Unlimited Will Updates
  • Document Storage
  • Password Management

Family Will & Legacy Planner

  • Will For Yourself
  • Will For Your Spouse
  • Unlimited Will Updates
  • Document Storage
  • Password Management

Legacy Planner only

  • Document Storage
  • Password Management

Head over to our plans page to learn more about our packages.

The Postage strives to provide you with the best experience when creating your will. We make it easy to fill out all your important information, complete and preview your will in less than 20 minutes, and all BEFORE providing any payment information.

If you are not 100% satisfied with your completed documents and your overall experience, please contact us to request a refund within 30 days of your purchase. The money-back guarantee does not apply if you have downloaded and/or shared the documents.

To request a refund, please contact us at help@thepostage.com, with the following information:

  • Your name
  • Email address
  • Date of purchase
  • A detailed reason for requesting your return

No, we do not help with probate.

Password Management

Our secure password management system allows you to store all of your online account passwords. It provides peace of mind that you are protected by top-level security measures.

Your Delegates will have access to your passwords once they have reported passing and it has been verified by The Postage.

My Plans

The health preferences feature in your account allows you to add details about how you want to be cared for during the end of life. This is an important planning step so that you get the care that you want and your family can focus on supporting you.

Yes! At the Postage, we understand that planning your funeral is a difficult task. Proper planning now puts you in control of what happens to your body and saves your loved ones precious time that they can dedicate to fulfilling your final wishings and celebrating your life. Plus, it’s a great way to display your unique personality and communicate what’s important to you after you’re gone.

With our safe and secure online platform, you can record your last wishes and funeral preferences as part of your estate plan and then schedule to release the necessary details to your delegates upon your passing.

The last wishes feature in your account allows you to inform your loved ones about any preferences or wishes you have.

Here you can document details that you want to be included in your obituary, or, if you choose, you can upload one that you have written yourself. For your convenience, the text boxes automatically save.

Document Management

We recommend that you include any items that may be useful to your family in case of an emergency. Some items you may start with, but are not limited to, are:

  • Financial records
  • Bank statements
  • Insurance paperwork
  • Deeds
  • Mortgages
  • Auto leases/payments
  • Social Security documents
  • Marriage license
  • Vehicle registrations
  • Last will and testament
  • Medical records

You should upload any information relevant to your personal situation.

Shared files represent the information you have uploaded to your account that you have decided to either share now or after your passing.

  • If you select to share them now, the files will be sent to the assigned contact(s).
  • If you select to share them later, they will be sent after death.

In either situation, an email will be sent to the assigned delegate letting them know you have shared a file with them. They will have to create an account to be granted access if they do not have one already.

Delegates

You should assign at least two (2) trustworthy individuals to be your delegates. With your approval, these individuals will have access to sensitive material such as your passwords, medical records, and legal documents. They must be people who will keep your best interests at heart. Talk to your potential delegates so they understand the importance of their role and are ready to accept the responsibility.

You will personally assign delegates via your digital address book. Click on the contact’s name to see a button that says “Add Delegates.”

To revoke delegate access, go through the same process, and click the ”Remove Delegate” button near that contact’s name.

Before you pass, delegates only see specific documents that you authorize. After your passing is confirmed, delegates will have read-only access to all details inside of your account. Therefore, you should be sure you are assigning trustworthy individuals to be the delegates to your account.

After delegates report your passing and the verification process is complete, delegates are granted read-only access to your account.

Your delegate is the individual that you appoint to receive special read-only access to your Postage account once you have passed away.
The executor of your will is the person that you appoint to legally handle the matters of your estate.

If you and your spouse die at the same time, the delegation of your will would go to your backup executor(s).

Posthumous Messaging

Here at the Postage, we understand how death can create lots of unresolved feelings and emotions for your loved ones as they grieve.

Our Message Planning feature allows you to leave no stone unturned, if, and when something should happen to you. This tool allows you to curate your own messaging streams, so you never leave anything left unsaid.

After choosing the preferred message type, you’ll need to choose the recipient of this message. You can send a message to any of your loved ones in your life. Some people to think about are your parents, children, siblings, friends, family members, and spouses

After selecting the recipient of the message, start typing the body of your message. There is no word limit, so feel free to express your sentiment with as many words as you need.

Reporting a Passing

To report the passing of an account holder, log into your Postage account, select Shared With Me, and press the “Report a Passing” button in the top right corner.

Verification of documents should take between 1-2 business days. If you have not heard back within that time frame, please feel free to contact Customer Support.

To verify the passing of an account owner, we will accept:

  • Death registration form
  • Burial permit form
  • Obituary
  • Death certificate

Any other forms will be subject to review.

Contacting Us?

If you have questions or need assistance, please contact help@thepostage.com.

Our team would be happy to walk you through the process. You can contact us at help@thepostage.com for assistance.