Financial & Estate Planning Worksheet

Your Family’s Security Tomorrow Begins with Planning Today

MyFamilyPlan is an estate planning worksheet and checklist that organizes all the details of your life in one place from finances to end-of-life planning.

What Is An Estate Planning Checklist?

The MyFamilyPlan estate planning workbook and checklist is a comprehensive collection of worksheets that help you organize and document essential details about your finances and end-of-life items. It accomplishes this by combining your financials, estate documents, bills, contacts, funeral instructions and postmortem details in one convenient place. By using MyFamilyPlan, you can simplify the process of organizing your estate, avoiding confusion for your loved ones and securing peace of mind.

Personal, Digital, & Security Information

Document your personal and dependent details along with digital password and home security details

Personal Information for you and partner
Dependent Information
Emergency Contacts
Attorney Information
Passwords

Home alarm codes
Deed and Title documents
Backup keys
Safe details

Money, Assets, Liabilities, & Revenue/Income

Manage your financial landscape by documenting all assets and liabilities. The workbook allows you to include details such as:

Life Insurance
Revenue
Income
W2s
1099s

Tax Returns
Social Security Information
Bill Payment Sources
Expenses
Retirement Savings Plans.

Legal Estate Documents

Attach important legal documents, track their status, and include any ancillary or miscellaneous estate documents. You can also depict the status or disposition of these documents and add special comments for each one.

Last Will & Testament
Living Will
Health Care Proxy
Assignment of Tangible Property

HIPPA Authorization
Advanced Guardianship
Power of Attorney

Funeral Instructions, End-of-Life Wishes, & Post Loss Checklist

Document funeral pre-planning items, post loss and time-of-death checklists, and end-of-life wishes.

Funeral Budget and Source of Funding
Funeral Service Details
Who Should Be Invited
Obituary Considerations

Doctor/Nurse Documents
Notification List of Friends and Family
Death Certificates
Funeral Home Transportation

Estate Planning Worksheets included with MyFamilyPlan

Personal Information & Security

Who has your passwords and are they documented in a secure place?

Where is your home deed and car titles and are they secure?

Who has your back up home keys and security codes?

Money & Estate Financials

Where are all your checking, savings, and investment accounts?

What is the status of home, auto, and personal loans?

What are your income sources including future income sources such as social security and pensions?

What are your life insurance details?

Expenses & Bill Payments

Identify recurring bills for you, family and estate?

Determine your annual cash burn/expenses?

How are your bills paid?

Estate Activities & Responsibilities

Who handles home chores? When and how are they done?

Who handles critical child-care, pet-care, family-care activities? When and how are they performed?

In the event of an emergency or end-of-life event, what are the immediate to-dos?

Estate Contact Details

Who are your critical home contractors and what do they do?

Who are your emergency/professional contacts?

Which family members and friends should be contacted in the event of an emergency?

Funeral Pre-Planning & Post Loss Checklist

What is your family checklist in the event of an emergency or passing?

What kind of funeral do you want?

What do you want to share with your family, executor, or trustee in the event of your passing?

Estate Documents

Do you have all the critical estate documents needed to protect your family?

Where are your Will and Trust documents?

Where are your legal Estate documents - i.e. healthcare proxies, advanced guardianship agreement, limited power of attorney agreement?

Probate Information

What do you need to understand about probate?

What does your family and Executor need to understand about your State’s probate process?

Retirement Planning

How much money do you need to save before you can retire?

When can you retire?

What is your retirement budget?

Customizable Worksheets

What does your family need to understand about your business?

Do you have unique assets, items, responsibilities that need to be documented and communicated in the event of an emergency?

MyFamilyPlan donates a portion of proceeds to charity!

This is part of our ongoing commitment to help families avoid the pain and confusion that can arise when a loved one passes away or is affected by an emergency but does not constitute an endorsement or partnership with MyFamilyPlan and any charitable organization. Learn more about our charitable mission and examples of the organizations we support below.

MyFamilyPlan Helps Those You Leave Behind

Your Partner

Provide your partner with the clarity and guidance they’ll need during a difficult time. MyFamilyPlan ensures everything is organized in one place, serving as a transition playbook that simplifies daily routines and responsibilities.

Your Executor/Trustee

This person will have everything they need to probate the estate or administer the Trust in a timely and efficient manner. MyFamilyPlan will make it easy for this person to assume (or support) day-to-day management of estate affairs.

Your Children

Give your children the confidence and support they’ll need. MyFamilyPlan provides clear instructions and access to essential information, easing the burden and helping them focus on what matters most—family and healing.

Your Financial Advisor

Everything that is documented in MyFamilyPlan is needed at some time or another by your financial professionals. Having this information organized ahead of time will save you money since it will compress cycle times.

Explore
Our Plans

Find the perfect planning package to organize every essential detail of your life. Choose from flexible options tailored to fit your needs—each offering is a secure and customizable solution providing peace of mind.

For Individuals

The Personal Workbook provides MyFamilyPlan on up to 3 devices—ideal for organizing and simplifying your life without ongoing fees.

$95.00

For Families

The Family Workbook provides MyFamilyPlan on up to 6 devices - ideal for organizing and simplifying estates for extended family members.

$145.00

For Professionals

The Professional Workbook provides MyFamilyPlan on up to 9 devices with full access to formulas and worksheets - ideal for facilitating financial and estate planning for a client and family.

$350.00

“As a busy professional with a demanding work and travel schedule, I previously relied on others to handle my family’s financial and estate planning. After my divorce, I realized how important it was to take control of these responsibilities, not just for myself but for my two daughters, who mean everything to me. Through the help of a Financial Advisor, I discovered MyFamilyPlan. The structured and efficient framework allows me to organize my personal details in one place and share them easily with those who need them. This has saved me countless hours of back-and-forth with professionals, giving me more time to focus on creating a secure and bright future for my girls. Most importantly, MyFamilyPlan provides a roadmap for end-of-life planning that is centered around my life and the people I love most. Knowing that, if anything happens to me, my daughters will have everything they need to navigate their future and this gives me an incredible sense of peace and confidence

Corporate CEO – New York, NY

“As a wife, mother, office manager, and caretaker to my family; financial and estate management is a responsibility that rests with me. I have always been reluctant to take more assertive professional steps involving the investment of our money and organizing our estate because I did not know where to begin and was too busy to sort it out myself. I was introduced to MyFamilyPlan by a close friend and Financial Advisor. Collectively, they provided me with the discipline I needed to document all things financially including our family cash-burn and overhead.

Entrepreneur with Family Business – Westchester, NY

“All our new and existing clients struggle to inventory and maintain their assets, liabilities, income sources, and related elements necessary to support our financial planning discussions and partnerships. We use MyFamilyPlan to onboard our new clients and document all financial artifacts pertinent to their financial situation and estate. The MyFamilyPlan deliverable allows our clients to track changes to their financial situation throughout the year and ultimately, this allows us to spend less time on financial administration and more time building our client’s lasting financial legacy.

100-Year Investment Management Firm – Greenwich, CT

“Estate organization and end-of-life planning is something that all my clients need help with - whether they have a $100M or $100k estate. There is a technology and services void in the market today so they have nowhere to turn nor are they aware that they have a problem until it is too late. MyFamilyPlan does a great job addressing the technology - organizing all essential estate information in one place. I use MyFamilyPlan to facilitate an estate organization engagement with my clients - whether they decide to work with me on all planning elements or just subset, MyFamilyPlan gives them everything they need.

Wall Street Financial Services Executive – New York, NY

“We have been eager to revisit our family Trust documents and find a new Financial Advisor; however, we have been putting this off for years because we don't know where to start. We learned about MyFamilyPlan from a friend and it gives us everything we need to prepare for financial and estate advisory meetings. MyFamilyPlan allowed us to organize all our financial and estate details in a manner easily consumable by our advisors allowing us to focus on strategic discussion items. The best part of MyFamilyPlan is that it gives us control over our future relative to retirement planning and legacy consideration - we are armed with financial insights that allow us to better collaborate with our financial and estate advisors.

Corporate Executive Family – Westchester, NY

“MyFamilyPlan does a great job in helping my clients prepare for emergencies and generational wealth-transfer / end-of-life planning. As Accountant's, we are often contacted by individuals entrusted to sort out a client's financials when they pass. These individuals are almost always scrambling to identify all estate assets that need to be addressed as part of any wealth transfer process involving a Will or Trust agreement. As Accountants, we are not the gatekeepers of all thing’s financial - the financial documents we maintain on behalf of our clients provide a very good financial blueprint; however, MyFamilyPlan provides the financial autopsy that is necessary to address all things necessary in any generational wealth transfer. We have been sharing MyFamilyPlan with our clients and using it as service delivery anchor to our estate organization discussions.

Accounting Firm – Westchester, NY

“I had the honor of testing and using MyFamilyPlan in the development and beta stages. The product is remarkable - it solves the problem of estate organization in a simple to use tool. As a named Executor in several wills, I intend to use this tool to ensure that all the information required to administer these wills are organized in MyFamilyPlan.

Gary, New York

“I’m so grateful for MyFamilyPlan, I knew I had to get organized for my family as I got older and was just not getting it done until I found MyFamilyPlan. I was well organized with my financial accounts and documents, but my wife and children just don’t have an interest in them. MyFamilyPlan allowed me to organize all my documents, accounts and after life instructions in one spot, so I could be comfortable that my loved ones would be ok should anything happen to me. Monthly expenses, our assets and accounts, our Will, healthcare proxies, POAs all neatly organized and in my computer. As an added benefit, by using MyFamilyPlan, it helped me see things I had been missing, such as directions for after we pass, and updating of my living will. It even helped me get more organized with my budgeting.

Mike, New Jersey

“MyFamilyPlan finally brings everything together in one place that we needed to have for our family finances – giving us peace of mind. This is what we will use to prevent the chaos and confusion if one of us becomes incapacitated or worse. We have both experienced the issues of trying to find key financial information when we had to work through the estate of a loved one, and we both swore we would never leave that mess with each other or our kids.