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Organize Your Estate with MyFamilyPlan

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Don’t burden your family and loved ones – by having everything in one place organized you will eliminate confusion and guessing, alleviate stress, and provide everyone with peace of mind.

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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.

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Latest Posts

Have Elderly Parents?

06/22/2024

Are you worried about your elderly parents? Do you understand their assets, liabilities, and expenses? Do they have life insurance? Do they require a DNR? How will you take care of their home when they can’t? Do you understand their funeral preferences? MyFamilyPlan Personal will help you answer these questions! Knowing what to do now […]

How Do I Help My Clients Prepare for Financial Planning?

How can you help your clients inventory assets, liabilities, income, and expenses? How can you provide a value-added deliverable that will help them with continued organization of their estate-related financials? MyFamilyPlan Professional is the answer! Our tool makes it easy to collect & document estate & financial planning details. Helping you help your clients – […]

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MyFamilyPlan is proud to donate a portion of all proceeds to charity! Read More

Category: Videos

MyFamilyPlan Demo

Revolutionize Your Financial Planning Business

Supercharge Your Estate Planning Services

Estate Planning Checklist Overview

Estate Planning Organization

Planning for Retirement

Planning & Organizing Your Legacy

Organizing Family Finances & Responsibilities

Organize Your Estate with MyFamilyPlan

Secure Your Future With Ease

Should something happen to you, who will know what to do?

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