Your Roadmap User Guide

1What the Roadmap is

The Life In Order Roadmap is your personal, private workbook for getting your affairs in order. It walks you through 35 short sections: your family, the people you trust, your Will and Lasting Powers of Attorney, your money and property, your digital life, and your wishes.

You don't need to finish it in one go. Fill in what you know, skip what you don't, and come back whenever you like. Alongside it, 30 Days to A Life In Order sends you one short email a day with one small task, starting the day after you buy.

2Getting started

1. Check your email. A few minutes after you buy, you'll receive "Your Life In Order Roadmap access code" from support@alifeinorder.co.uk. If you can't see it, check your spam or junk folder.
2. Press Open my Roadmap in that email. It works on a computer, tablet or phone; a laptop or desktop is easiest for longer answers.
3. Type your access code and press Open my Roadmap. This device will remember you for 90 days.

1. Read the welcome screen. It appears the first time you sign in and explains how saving works.
2. Decide about the tick box for health, religious and personal wishes (see section 6). It's your choice, and you can change your mind later.
3. Press Start my Roadmap.

3Your access code

Your code looks like ROAD-XXXX-XXXX and is in your access-code email. You can type it in capitals or small letters, with or without the dashes.

• Lost it? Search your inbox for "Your Life In Order Roadmap access code". If it isn't there, email support@alifeinorder.co.uk from the address you bought with, and we'll send it to you.
• Your Roadmap reference (it looks like LIFE-1A2B3C4D) is shown on the welcome screen and in Your Data. You don't need it to sign in, but please quote it if you contact us.

4Finding your way around

• The menu on the left lists every section, grouped into the seven areas of your Roadmap. Click any section to jump to it.
• A gold dot next to a section means you've started it, so you can see your progress at a glance.
• On a phone, tap the ☰ button at the top left to open the menu.
• The top bar shows whether your answers are saved online, and has Your Data (your access, downloads, sign out and consent) and Save (your PDF and backup file).

5Filling it in

• Type into any box. Boxes grow as you write.
• Tick boxes where several answers can apply; round buttons where you choose one.
• Tables work like a simple form: type in each cell, and some cells have a short drop-down list. On a phone, slide a table sideways to see every column.
• Skip anything that doesn't apply. Every question is optional.
• If you don't know an answer, put a question mark, so you know to come back to it.

Your 30-Day Action Plan

Each action has a Status. Choosing Done also ticks the Done box, and ticking the box sets the status to Done.

6Health, religious and personal wishes

Four sections are for health details and religious or other personal wishes:

• Health Information Someone May Need
• Care, Home & Daily Life Preferences
• Funeral & Memorial Wishes
• Health & Welfare Decisions

The law treats this information with extra care, so we only store it if you agree. You'll see this statement with a tick box:

"I agree that Life & Legacy Matters may store any health, religious or other personal wishes I choose to save, so my workbook is kept for me. I can delete them at any time."

• If you don't tick it, the rest of your Roadmap works as normal. The four sections stay locked, and nothing from them is saved online. You can tick it later at the top of any of the four sections.
• If you tick it, you can fill them in like any other section.
• Clear this section (at the top of each of the four) deletes what you wrote there, on your device and online.
• Withdraw my consent (in Your Data) clears all four sections everywhere and locks them again.

Please keep health and religious details in these four sections, so your choice covers them.

7Saving

You don't need to do anything. As you type, your answers save on this device straight away and, a few seconds after you stop, to your secure online copy. The top bar tells you where things are:

If you try to close the page in the second or two before a save finishes, your browser will ask whether you want to leave. Choosing to stay lets it finish.

The Save button

Press Save (top right) whenever you want copies to keep. A panel shows each step:

1. Saved on this device
2. Backup file downloaded: a small file with all your answers.
3. Saved to your secure online copy
4. Your PDF is ready: press Download my PDF. Preparing it can take up to a minute, so please keep the page open.

8Your PDF and backup file

Both files land in your device's Downloads folder with the date in the name, so the newest is easy to find. You can also get them from Your Data → Download Copies.

9Other devices and signing out

On another device, open the Roadmap and sign in with your access code. Your answers load by themselves.

On a shared or borrowed computer, open Your Data and press Sign out of this device when you've finished. It saves your answers online, then removes them from that computer. If someone else signs in on the same browser, your answers are cleared from it before theirs load.

10Sharing your Roadmap

In Your Data, press Share my roadmap PDF. On a phone or tablet your share menu opens, so you can send it by email or message. On a computer the PDF downloads, ready to attach.

Only the PDF is shared, never your code or a link, so nobody else can see or change your answers.

11Your year of access

Your access lasts one year from the day you buy, until the end of your end date (UK time). You'll find the date in your access-code email and in Your Data.

• About a month before it ends, we'll email you that it's time for your Annual Check-in: a chance to update your Roadmap, download your latest copy and decide whether to renew.
• A week before it ends, we'll send a short reminder.
• In the last 31 days, a reminder bar at the top of your Roadmap shows the end date, with Download your copy and Renew my access. Press × to hide it until your next visit.

Renewing

Press Renew my access in the reminder bar or either email. Renewing adds a year to your current end date, so renewing early doesn't lose you any time. Your code and everything you've saved stay exactly as they are.

If you don't renew

When your access ends, signing in shows a page saying so. For 60 days we keep your saved Roadmap in case you change your mind: renew in that time and everything is still there. After 60 days it's permanently deleted. Any PDF or backup file you downloaded is yours to keep.

12Asking Kal for help

If your Roadmap uncovers things you'd like help with, you can request a Life & Legacy Review with Kal. Press Request a Life & Legacy Review in Know When To Get Help or My Commitment, or in the Day 21 and Day 30 emails. It opens an email to us: tell us what you'd like help with, what's prompting it now, and how far you've got with your Roadmap. We'll come back to you within three working days.

No email app? Email support@alifeinorder.co.uk with the subject "Life & Legacy Review request". Please don't send your Roadmap itself.

13Keeping it secure

• Your online copy is stored on a secure server in the European Union, encrypted, and only ever reachable when you sign in with your code.
• Your code is personal: please don't share it.
• Your downloaded files contain everything you've written. Store them safely and protect your devices with a passcode.
• On a shared computer, use Sign out of this device when you finish.

14Questions & help