Beneficiary Plan

In need of important estate planning documents? The Beneficiary Plan app helps families create customizable estate planning documents in minutes. Avoid expensive legal fees and lengthy paperwork while getting access to attorney built legal documents whenever you need them.

Create a free Last Will & Testament in minutes, preview and share them with whomever you choose.

Beneficiaries
Manage a list of all your potential beneficiaries and assign them to any assets you choose. You can even customize their allocation percentages.

Assets
Easily manage all of your assets in the app and choose your beneficiaries for each by percentage allocation.

Catastrophic Monitoring
Enable Catastrophic Monitoring to have peace of mind knowing that your beneficiaries will be privately notified about any assets they were assigned to if you were to pass away.

Documents
Download or share your estate planning documents when you are ready. Customize and update your documents quickly and easily whenever your circumstances change. Preview, download or share, then print and sign at any time from the convenience of an app.

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