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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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 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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