Background

MyFamilyPlan is an estate and financial planning software tool that allows you to organize the multiple details of family planning and after-death instructions into a single accessible digital resource. Simply stated, should something happen to you, everything your family will need is documented in MyFamilyPlan. MyFamilyPlan accomplishes this by combining your financials, estate documents, bills, contacts, funeral instructions, postmortem planning, and more in a single Excel workbook. By combining these critical financial and estate documents, MyFamilyPlan helps foster peace of mind by creating a clear roadmap for loved ones after death. This means no more sifting through shoeboxes, paper files (if they exist!), wondering about bank accounts, savings accounts, bills to pay, and guessing passwords to on-line accounts. MyFamilyPlan has been developed in collaboration by experienced professionals as a comprehensive Excel workbook that can be easily modified or expanded to suit any requirement.

My Family Plan

Inspiration

I, Frank Greco, was inspired to create MyFamilyPlan in 2023. I am a happily married professional with one child who embarked on a career in 1988 as a corporate technology executive. My corporate professional journey has been focused on enterprise technologies that innovate Human Resources, Finance, Professional Services, and Client Relationship Management. I had the privilege of working at some of the most innovative companies in the world – Reader’s Digest, Ciba-Geigy, Northwell Health, PeopleSoft, Oracle, Willis Towers Watson, Adobe, and KPMG.

Leading up to 2020, my wife and I had very successful corporate careers, and we did a good job growing and managing our wealth. This success prompted us to begin discussions around retirement, and I was charged with determining the When and How relative to our retirement strategy. We had a comprehensive estate plan in place and I personally managed our investments and retirement goals efficiently through various online tools, Excel worksheets, and reports from my investment advisor. While handling everything alone was manageable, I recognized the need to organize and standardize our family's financial affairs for the future. I sought a unified application like MyFamilyPlan to organize our estate and finances, but found most options either limited or overly complex, lacking personalized elements crucial for families.

Realizing the absence of a comprehensive, customizable tool for financial, retirement, and end-of-life planning, I recognized a broader need after assisting friends and family with their estate and postmortem family affairs.

My daughter Julia, at the age of 13, further inspired me by calling attention to the technology void one night while we were watching Shark Tank. She stated in her Shark Tank pitch ”…should something happen to my Dad, my Mom and I would not know what to do or where to begin in taking over the things he does for our familyI would sleep much better knowing that we have an App in place with this information."Although the sleeping part was a bit dramatic, it was still one of those moments that I wished I recorded…incredibly inspiring to hear my daughter articulate what I found to be a problem with most households.

After dozens of friends and technology colleagues enthusiastically confirmed their urgent need for such a program, I dove into building and launching MyFamilyPlan.

I hope you enjoy using MyFamilyPlan as much as I enjoyed building it for you.

Everything is in One Place. Organized!

My Family Plan

Peace of Mind

My Family Plan

Alleviate Stress

My Family Plan

Eliminate Confusion & Guessing