MyFamilyPlan is a comprehensive Microsoft Excel workbook designed to support all your financial and estate planning needs. The workbook includes various worksheet tabs that cover essential items, providing templates, drop-down lists, dashboards, summaries, guidelines, instructions, checklists, reference articles, calculators, and easy navigation.

Personal, Digital, & Security Information

Within the workbook, you can document vital personal, digital, and security information. This includes partner/spouse details, dependent information, and emergency contacts. It also covers attorney information, safe contents, and security details such as passwords and home alarm codes. Additionally, you can record the locations of important titles and deeds.

Money, Assets, Liabilities, & Revenue/Income

Manage your financial landscape by documenting all assets and liabilities. The workbook allows you to include details of life insurance, revenue, and income from various sources. You can also record W2s, 1099s, tax returns, and social security information. Furthermore, it provides space to track bill payment sources, expenses, and retirement savings plans.

Legal Estate Documents

Organize your legal estate documents efficiently with MyFamilyPlan. Attach important legal documents, track their status, and include any ancillary or miscellaneous estate documents. You can also depict the status or disposition of these documents and add special comments for each one.

Funeral Instructions & Checklists

For funeral planning, the workbook helps you document pre-planning items, time-of-death checklists, and postmortem checklists. You can also record contracts, pre-payment receipts, and maintenance activities or events involving family, home, and business. Additionally, it allows you to document vendor and contractor activities relevant to these areas.

Key Contacts

The workbook also includes sections for key contacts, where you can document details about contractors, friends and family, work associates, neighbors, doctors, and other professionals. You can provide comments and additional information for each contact, ensuring that all essential details are readily accessible.