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Estate Planning Worksheet | Professional

Estate Planning Worksheet | Professional

$350.00

MyFamilyPlan Excel Workbook

  • Professional Plan comes with 9 computer licenses
  • Access to all worksheet tables and formulas
  • Contains 2 custom worksheet tabs
  • Full customization capabilities
  • No access to VBA code
  • Includes Retirement Calculator

Please note that this listing is for digital files only. This is a digital download - no physical product will be shipped.

Looking to upgrade your MyFamilyPlan workbook?Existing users can Add Licenses or Upgrade to Professional.
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Estate Planning Worksheet | Professional
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Simplify Your Family’s Future

Watch the demo and explore how MyFamilyPlan makes organizing your family’s important details easy and intuitive. Discover how each feature is designed to save you time and reduce stress.

“As a busy professional with a demanding work and travel schedule, I previously relied on others to handle my family’s financial and estate planning. After my divorce, I realized how important it was to take control of these responsibilities, not just for myself but for my two daughters, who mean everything to me. Through the help of a Financial Advisor, I discovered MyFamilyPlan. The structured and efficient framework allows me to organize my personal details in one place and share them easily with those who need them. This has saved me countless hours of back-and-forth with professionals, giving me more time to focus on creating a secure and bright future for my girls. Most importantly, MyFamilyPlan provides a roadmap for end-of-life planning that is centered around my life and the people I love most. Knowing that, if anything happens to me, my daughters will have everything they need to navigate their future and this gives me an incredible sense of peace and confidence

Corporate CEO – New York, NY

“As a wife, mother, office manager, and caretaker to my family; financial and estate management is a responsibility that rests with me. I have always been reluctant to take more assertive professional steps involving the investment of our money and organizing our estate because I did not know where to begin and was too busy to sort it out myself. I was introduced to MyFamilyPlan by a close friend and Financial Advisor. Collectively, they provided me with the discipline I needed to document all things financially including our family cash-burn and overhead.

Entrepreneur with Family Business – Westchester, NY

“All our new and existing clients struggle to inventory and maintain their assets, liabilities, income sources, and related elements necessary to support our financial planning discussions and partnerships. We use MyFamilyPlan to onboard our new clients and document all financial artifacts pertinent to their financial situation and estate. The MyFamilyPlan deliverable allows our clients to track changes to their financial situation throughout the year and ultimately, this allows us to spend less time on financial administration and more time building our client’s lasting financial legacy.

100-Year Investment Management Firm – Greenwich, CT

“Estate organization and end-of-life planning is something that all my clients need help with - whether they have a $100M or $100k estate. There is a technology and services void in the market today so they have nowhere to turn nor are they aware that they have a problem until it is too late. MyFamilyPlan does a great job addressing the technology - organizing all essential estate information in one place. I use MyFamilyPlan to facilitate an estate organization engagement with my clients - whether they decide to work with me on all planning elements or just subset, MyFamilyPlan gives them everything they need.

Wall Street Financial Services Executive – New York, NY

“We have been eager to revisit our family Trust documents and find a new Financial Advisor; however, we have been putting this off for years because we don't know where to start. We learned about MyFamilyPlan from a friend and it gives us everything we need to prepare for financial and estate advisory meetings. MyFamilyPlan allowed us to organize all our financial and estate details in a manner easily consumable by our advisors allowing us to focus on strategic discussion items. The best part of MyFamilyPlan is that it gives us control over our future relative to retirement planning and legacy consideration - we are armed with financial insights that allow us to better collaborate with our financial and estate advisors.

Corporate Executive Family – Westchester, NY

“MyFamilyPlan does a great job in helping my clients prepare for emergencies and generational wealth-transfer / end-of-life planning. As Accountant's, we are often contacted by individuals entrusted to sort out a client's financials when they pass. These individuals are almost always scrambling to identify all estate assets that need to be addressed as part of any wealth transfer process involving a Will or Trust agreement. As Accountants, we are not the gatekeepers of all thing’s financial - the financial documents we maintain on behalf of our clients provide a very good financial blueprint; however, MyFamilyPlan provides the financial autopsy that is necessary to address all things necessary in any generational wealth transfer. We have been sharing MyFamilyPlan with our clients and using it as service delivery anchor to our estate organization discussions.

Accounting Firm – Westchester, NY

“I had the honor of testing and using MyFamilyPlan in the development and beta stages. The product is remarkable - it solves the problem of estate organization in a simple to use tool. As a named Executor in several wills, I intend to use this tool to ensure that all the information required to administer these wills are organized in MyFamilyPlan.

Gary, New York

“I’m so grateful for MyFamilyPlan, I knew I had to get organized for my family as I got older and was just not getting it done until I found MyFamilyPlan. I was well organized with my financial accounts and documents, but my wife and children just don’t have an interest in them. MyFamilyPlan allowed me to organize all my documents, accounts and after life instructions in one spot, so I could be comfortable that my loved ones would be ok should anything happen to me. Monthly expenses, our assets and accounts, our Will, healthcare proxies, POAs all neatly organized and in my computer. As an added benefit, by using MyFamilyPlan, it helped me see things I had been missing, such as directions for after we pass, and updating of my living will. It even helped me get more organized with my budgeting.

Mike, New Jersey

“MyFamilyPlan finally brings everything together in one place that we needed to have for our family finances – giving us peace of mind. This is what we will use to prevent the chaos and confusion if one of us becomes incapacitated or worse. We have both experienced the issues of trying to find key financial information when we had to work through the estate of a loved one, and we both swore we would never leave that mess with each other or our kids.

Richard, Chicago

COPYRIGHT NOTICE

PROFESSIONAL VERSION

This Excel Workbook is the property of MyFamilyPlan and is licensed for limited use commercial purposes. Limited use commercial rights include using and modifying MyFamilyPlan for client services such as financial planning deliverables. Re-selling MyFamilyPlan in any shape or form is strictly prohibited. Please refrain from sharing or uploading to publicly available websites. You or your clients may print the workbook and individual worksheets as many times as you like.

By checking the box below and purchasing MyFamilyPlan, you are acknowledging that you will uphold this copyright notice and abide by Terms of Use associated with MyFamilyPlan.

Frequently Asked Questions (FAQ’s)

Can I share MyFamilyPlan online?


Yes. It is suggested that you use cloud storage tools such as DropBox, OneDrive, or Google Drive so that you can share your MyFamilyPlan workbook or PDF report with those that need access to it.  For example, if you use DropBox, you will create a shared folder and include a copy of your MyFamilyPlan workbook in this folder.  You then create a link to the file and share this link with those that need it and/or include it in your post-mortem letter.  It is suggested that you share a read-only version of your workbook unless you require those with access to edit your plan.  MyFamilyPlan provides a read-only save feature.

The Personal version of MyFamilyPlan provides for using MyFamilyPlan on 3 computers – same serial number. The ability to increase this limit is available through the purchase of Additional Licenses on this website– you can add up to 9 computer devices in increments of 3. It is suggested that you limit computer access to those who need to maintain MyFamilyPlan. If an individual needs access to the data only, you can share a PDF report with these individuals or a read-only version of the workbook. The Professional version of MyFamilyPlan provides access on up to 9 computer devices – same serial number.  

The Personal version of MyFamilyPlan provides for limited customization capabilities. As with all Excel workbooks, MyFamilyPlan is sensitive to changes so the personal version worksheets restrict customizations. We introduced three additional worksheets tabs that have no restrictions (protections).

More FAQ

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

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.

Get Organized with MyFamilyPlan
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