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Create your account
First, check your email for a Planning Center invitation.
Your Planning Center invitation will be sent automatically once your contract is processed.
Click on the Create account button in the invitation email.
This will take you to the Create your account page.
Type your email address and create your password here, then click Continue.
Next, type the policyholder’s Social security number and Date of birth.
Click Sign in.
Navigating Planning Center
In the Planning Center, you can view policy details, make payments, and more!
Policy details
To view policy details, click Contract in the left menu.
Scroll through this page to view the Effective Date, Premium Amount, relevant Documents, etc.
Payments & Billing
Click Payments in the side menu to make a payment, view billing history, or set up auto-draft.
Learn more about making payments and updating billing information HERE!
Account Settings
Click Account to view your account settings or change your password.
Change your password and update your preferred document delivery method here.
Learn how to change your password HERE!
Additional funeral planning options
Depending on the funeral home, you may see additional options in Planning Center.
Please disregard if you do not see the Arrangements and Resources sections in the sidebar menu. Seen below.
The Arrangements and Resources sections are available to help you pre-plan even further.
You can begin planning service details, adding family & friends, writing an obituary, and more!
Planning Center will automatically send this information to your funeral director. Meaning, your loved ones will have less to worry about and arrange when you die.
If you have any questions about adding additional information in Planning Center, please reach out to your funeral home.
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Need help? Reach out to Customer Care at (800) 234-8031 or email customerservice@funeraldirectorslife.com.