See MyFamilyPlan in Action
Your DIY Estate and Financial Planning Solution
Get an inside look at the power of MyFamilyPlan with our video demo. With 10 comprehensive worksheets and 3 customizable worksheets, you can organize everything from bill payments to estate documents in one secure, easy-to-access resources. Learn how to personalize your estate plan, navigate the comprehensive worksheets, and create a tool that provides clarity and peace of mind for you and your loved ones.
Start Your Family
Plan Today
Take control of your estate and financial planning with MyFamilyPlan, the all-in-one solution designed to simplify your life and secure your family’s future. With 13 data collection and document storage worksheets, you can organize everything from bill payments to estate documents in one secure, easy-to-access resource.
Easily customize and personalize your plan
Tailor each section to your unique needs, ensuring your plan is personalized for your family.
Streamline bill payments, estate planning, and daily responsibilities
Discover how to consolidate vital information into one organized, easy-to-access tool.
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.
