Introducing the all-new MyFamilyPlan EstateHub™
Introducing our easy-to-use family organization platform.
Organize estate and financial information, assess readiness, and make smarter life decisions with EstateHub and AI-powered Life Planning Guides, all in one secure platform.
Request early access and receive founding member pricing!
Our College Planning Bundle covers every parent’s questions and concerns surrounding getting their student into the best fit school for their personality, career, lifestyle, and more. Included is our College Selection Research Guide, College Admissions Probability & Strategy Guide, and our College Scholarship Discovery & Strategy.
Stop making your biggest financial decisions without a real framework. This bundle covers life insurance, investments, household spending, and major life events — guided step by step with AI-powered analysis so you know exactly where you stand and what to do next.
Our Vehicle Research & Buying Advisor takes the guesswork out of your next car purchase. Share your priorities and budget, then get vehicles ranked and matched to today's market so you can buy the right car, at the right price, with confidence.
Our Life Insurance Planning Engine takes the guesswork out of one of the most important financial decisions your family will make. Answer guided questions, understand your options, and walk away with a personalized framework for how much coverage you actually need and why.
Our Retirement Readiness & Strategy Guide helps you move beyond the question of "do I have enough" and into a clear picture of where you actually stand. Assess your readiness, identify gaps in your plan, and build a strategy for the retirement you've been working toward.
Our Estate Planning Readiness Guide helps you find out exactly how prepared your estate really is — and what still needs to happen. Walk through the key areas of estate planning, identify what's missing, and leave with a clear set of next steps before it becomes someone else's problem to sort out.
This AI evaluates your current home and a prospective property side-by-side—analyzing true costs, neighborhood fit, layout, condition, and lifestyle impact. Get a clear, objective view of affordability, livability, and long-term tradeoffs—so you move forward feeling informed, empowered, and fully prepared to buy with confidence.
Our Investment Readiness & Allocation Guide helps you assess whether you're truly ready to invest — and if so, where. Understand your risk tolerance, evaluate your options, and build an allocation strategy that fits your life stage and financial goals.
Analyze your retirement lifestyle priorities and compare top U.S. metro areas to show where your money and lifestyle align best. Instantly view personalized destination rankings, true cost-of-living impacts, and side-by-side comparisons—so you feel confident, prepared, and in control of your retirement decisions.
Our Estate & Asset Transfer Strategy Guide walks you through how to structure your assets so your family receives what you've built — with as little lost to taxes, legal fees, and delays as possible. A will is just the beginning. This guide covers the rest.
Our Household Spending Optimizer gives you a clear picture of where your money is actually going and a smarter plan for what to do with it. Identify inefficiencies, reallocate with intention, and build a household spending strategy that works for your family's real life.
Our Job Offer Comparison & Decision Guide helps you evaluate a new opportunity the right way — beyond just the salary. Compare total compensation, benefits, growth trajectory, and lifestyle impact side by side so you can say yes to the right offer with confidence.
Our Estate Transition Playbook gives families a clear, step-by-step framework for what to do when a loved one passes. From immediate priorities to legal obligations to financial decisions, this guide walks you through what needs to happen, in what order, and who needs to be involved.
Our Probate Guidance & Executor Playbook is built for anyone who has been named executor of an estate and isn't sure where to start. Walk through the probate process, understand your legal responsibilities, and manage the process with clarity instead of overwhelm.
One Secure Place To
Keeping Track of Financial Accounts
Provide us with your name and email to get your personalized early adopter access code.
After helping friends and families organize their financial lives for many years, we decided to commercialize our learnings and now we are taking it to another level – introducing MyFamilyPlan EstateHub, a secure AI-powered platform designed for the future.
EstateHub combines family organization, estate planning, retirement planning, and intelligent Life Planning Guides into one living system that evolves with you.
MyFamilyPlan AI Life Planning Guides help individuals and families make clearer, more informed decisions across major life events.
Each guide combines structured planning frameworks with AI-powered analysis to help users better understand trade-offs, evaluate options, and prepare for next steps before making important financial or personal decisions.
Rather than generic calculators or fragmented research, the guides provide personalized, easy-to-understand direction built around real-life decision-making.
Request Early AccessEstateHub and every AI Life Planning Guide includes access to the MyFamilyPlan AI Agent — an intelligent planning assistant designed to help users better understand recommendations, ask follow-up questions, and explore planning considerations in real time.
The AI Agent transforms static planning into an interactive experience, helping users move from confusion to clarity faster and with greater confidence. Instead of searching across disconnected articles, calculators, and forums, users can engage directly with guided planning insights tailored to their specific situation.
