Family Information – Software as a Service

LifePlan

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Personal Details

Family Information

Health

Housing

Finance

Legal

Family

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Family Information

Build your family tree. Add children, their spouses, and grandchildren as needed.

Add Child

Add Extended Family / Friends

View Family Summary

Add Child

Personal Information

Prefix / Suffix First name* Middle name Last name* Nickname / Also known as Gender Date of birth Citizenship* Place of Birth

Relationship & Status

Relationship with Jeo (Primary member)* Relationship with Jeo – Partner (Partner)* Child’s marital status

This person is:

Living Deceased

Is this child disabled / with special needs?

Yes No

Is this child still employed?

Yes No

Does this child require help or protection in managing money or property?

Yes No

Which notifications should this person receive?

Illness End of Life Death Mental Health

Make this child an emergency contact?

Yes No

Describe…

Address Details

Address Type Street Apt/Suite City State Zip Country

×

Edit Address

Address Type Street Apt/Suite City State Zip Country

Contact Information

Contact Type Phone Email

×

Edit Contact

Contact Type Phone Email

Child Details

Prefix / Suffix * Prefix / Suffix

First name

Middle name

Last name

Nickname / Also known as(Optional)

Gender

Date of Birth

Citizenship

Place of Birth

Relationship with Primary

Relationship with Partner

Child’s marital status

This person is

Living

Deceased

Paragraph

Is this child disabled/with special needs?

Yes

No

Paragraph

Is this child still employed?

Yes

No

Occupation

Professional background

Does this child require help or protection in managing money or property?

Yes

No

Which of the below notifications, would you’d you like this person to receive?

Illness

End of Life

Death

Mental health

Make this child an emergency contact?

Yes

No

Does your child live with you?

Does your child live with you?

Address

Please log in to see your child’s address details.

Add Child’s Address

Phone & Email

Please log in to see your child’s contact information.

Add Child’s Contact

If you are human, leave this field blank.

Add Extended Family / Friends

Extended Family-Friends Details

Prefix / Suffix * Prefix / Suffix

First name

Middle name

Last name

Nickname / Also known as(Optional)

Gender

Date of Birth

Citizenship

Place of Birth

Relationship with Primary

Other

Relationship with Spouse

Other

Relationship with Partner

Other

This person is

Living

Deceased

Paragraph

Is this extended family/friend disabled/with special needs?

Yes

No

Paragraph

Is this extended family/friend still employed?

Yes

No

Occupation

Professional background

Which of the below notifications, would you’d you like this person to receive?

Illness

End of Life

Death

Mental health

Make this child an emergency contact?

Yes

No

Address

Please log in to see your extended family’s address details.

Add Extended Family Address

Phone & Email

Please log in to see your extended family contact information.

Add Extended Family Contact

If you are human, leave this field blank.

View Family Summary

Add Address Information

Child Address

Address Type

Other

Search address

Street number and name

Apt/Suite

City

State

Zip code

Country

If you are human, leave this field blank.

Add Contact Information

Child Contact information

Contact Type

Text

Phone Number

Email

If you are human, leave this field blank.