CONNECTIONS
Everyone who matters in your plan, in one place.
Connections is where Immortalize keeps a record of every person who plays a role in your life — your beneficiaries, caregivers, executors, and trusted advisors. As your plan takes shape, Connections builds itself around it.
What Is Connctions?
A centralised record of everyone involved in your plan.
As you work through your planning with YEPPA, the people you mention are added automatically. By the time your plan is complete, Connections holds a clear picture of who they are, what role they play, and what access they have.
You don't build Connections separately. It grows naturally as your plan does.
Why It Matters
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Everyone in One Place
Your beneficiaries, caregivers, executors, deputies, and other key people are organised in one secure place.
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Clear Roles, No Confusion
When something happens, everyone in your Connections knows their role and has access to what they need.
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You Control Access
Choose who sees what. Give full, limited, or reference-only access based on each person's role.
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Always Up to Date
As your plan evolves, Connections evolves with it. Update your plan in YEPPA, and everything stays in sync automatically.
Who Ends Up in Connections?
Connections covers every kind of role — not just who handles things, but who benefits too. Anyone who plays a role in your plan, that might include:
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Beneficiary
The person who inherits from you.
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LPA Donee
The person who handles your personal welfare, property, and affairs.
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Caregiver
The person who looks after you, an elderly parent, or a special needs dependent
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Executor
The person who manages your estate.
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Emergency Contact
The person to be called
when you're hospitalised or critically ill
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Professional
An insurance agent, financial advisor, or lawyer — so the people handling your affairs know exactly who to call.
Guardian
The person who cares for your children or dependents.
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Deputy
The person appointed by the court to make decisions if you cannot.
Guest
Even the person you'd want present as a guest at your final farewell.
How It Works?
Two paths to one perfectly connected record
Option 1
Through YEPPA
As you work through your Letter of Wishes and Elderhood personalisation, YEPPA asks you questions. As you answer — naming who you'd want as guardian, who your beneficiaries are, who should be contacted in a crisis — those people are added to Connections automatically.
You can also add people to Connections manually at any time — useful if you want to get someone in the picture before you've worked through the full planning flow.
Option 2
Add directly
Either way, Connections becomes the central record that ties your whole plan together.
When Should You Start?
"The best way into Connections is through your plan."
Start your elderhood journey with YEPPA and your Connections will take shape naturally as you go. By the time you've worked through your plan, you'll have a complete picture of everyone involved — without having to think about it separately.
Who Is Connections for?
1
Parents and caregivers
Keep track of guardians, caregivers, emergency contacts, and the people who support your family.
2
Those supporting ageing parents or dependents
Keep everyone involved organised and visible in one place.
3
People planning their estate
Record beneficiaries, executors, and the people responsible for carrying out your wishes.
4
Anyone with professional advisors
Ensure your family knows exactly who to contact when guidance is needed.
Your Schedule of Assets shows what you own. Your Letter of Wishes explains what you want. Your Elderhood Checklist helps ensure nothing important is overlooked.
YEPPA ties everything together — guiding you through each part of your plan, building your Connections as you go, and making sure the right people have access to the right things.
Connections doesn't stand alone. It's the part of your plan that makes everything else actionable.
Connections Is the People Layer of Your Plan
Start with What You Know. Let YEPPA Help with the Rest.
Your Connections will take shape as your plan does, automatically bringing your key people into the picture. Creating a free account takes minutes.
OR
Ready to go deeper?
Adding people to your Connections is free. Giving them access to view or edit your plan is part of a YEPPA Premium Subscription. Not sure yet?
Try it free for 7 days — no commitment needed.
