About MyFamilyPlan Estate Planning Solutions
MyFamilyPlan is a comprehensive estate and financial planning tool designed to organize all aspects of family planning and after-death instructions into a single, accessible digital resource. Created as a customizable Excel workbook, MyFamilyPlan combines essential elements like financial records, estate documents, bills, contact information, funeral and end-of-life arrangements, and more—all in one place.
With this all-in-one approach, MyFamilyPlan ensures that loved ones can easily locate every important document, eliminating the stress of searching through paper files or digital records.
Developed by experienced professionals, MyFamilyPlan offers a secure, user-friendly solution that can be personalized to suit each family’s unique needs, creating a lasting sense of preparedness and peace of mind.
Our Story
MyFamilyPlan was founded by Frank Greco, a corporate technology executive with over three decades of experience in HR, finance, and client management solutions at companies like Adobe, Oracle, and KPMG. As Frank and his wife began planning for retirement, he recognized the need for a simplified, unified tool to organize their family’s finances and future plans. Finding existing solutions either too limited or overly complex, Frank set out to create a tool that addressed these issues, making comprehensive family planning accessible and effective for every household.
Frank’s inspiration grew after a conversation with his teenage daughter, Julia, who highlighted the importance of having an organized plan in place, “… should something happen to my Dad, my Mom and I would not know what to do or where to begin…” This moment underscored the importance of family planning for everyone, from seasoned investors to young families just beginning their journey.
After receiving enthusiastic feedback from friends and colleagues, Frank launched MyFamilyPlan to help families everywhere prepare, organize, and create a secure roadmap for the future.
Frequently Asked Questions (FAQ’s)
At MyFamilyPlan, we’re committed to making estate and family planning as simple and stress-free as possible. Our FAQ section is designed to address your questions with clear, detailed answers, ensuring you feel confident and supported every step of the way. Whether you need help getting started or guidance on specific worksheets, we’re here to make the process easy and accessible for everyone.
Can I share MyFamilyPlan online?
Yes. It is suggested that you use cloud storage tools such as DropBox, OneDrive, or Google Drive so that you can share your MyFamilyPlan workbook or PDF report with those that need access to it. For example, if you use DropBox, you will create a shared folder and include a copy of your MyFamilyPlan workbook in this folder. You then create a link to the file and share this link with those that need it and/or include it in your post-mortem letter. It is suggested that you share a read-only version of your workbook unless you require those with access to edit your plan. MyFamilyPlan provides a read-only save feature.
How do Licensing controls work for MyFamilyPlan?
The Personal version of MyFamilyPlan provides for using MyFamilyPlan on 3 computers – same serial number. The ability to increase this limit is available through the purchase of Additional Licenses on this website– you can add up to 9 computer devices in increments of 3. It is suggested that you limit computer access to those who need to maintain MyFamilyPlan. If an individual needs access to the data only, you can share a PDF report with these individuals or a read-only version of the workbook. The Professional version of MyFamilyPlan provides access on up to 9 computer devices – same serial number.
Can I customize MyFamilyPlan?
The Personal version of MyFamilyPlan provides for limited customization capabilities. As with all Excel workbooks, MyFamilyPlan is sensitive to changes so the personal version worksheets restrict customizations. We introduced three additional worksheets tabs that have no restrictions (protections).
What can I customize/change in the personal plan?
- You can add and change your drop-down lists located in the C-List tab.
- You can introduce a personalized report title.
- You have access to three custom worksheet tabs with no restrictions.
- We included placeholders for comments, other information, notes, and personalized references.
How do I gain access to new versions of MyFamilyPlan?
MyFamilyPlan is not a subscription-based service rendering free updates. That said, we will introduce a new version of MyFamilyPlan as appropriate and will note this on the website.
The MyFamilyPlan Commitment
Take estate planning into your own hands with MyFamilyPlan and be
proactive in protecting and helping your loved ones when you are gone.
Private & Secure
Your data stays on your device, private and protected—never in the cloud.
Easy to Follow
Simple worksheet outlines guide you through each section for a stress-free experience.
