Beneficiary Plan

Beneficiary Plan makes estate planning easy and accessible — no lawyer required to get started.

Whether you're just beginning to think about your family's future or looking to organize an existing plan, Beneficiary Plan gives you the tools to manage everything in one place.

TRACK YOUR ASSETS Add and organize all your assets including bank accounts, real estate, stocks and bonds, retirement plans, life insurance, business interests, vehicles, and more. Connect your bank accounts through Plaid to automatically sync balances and stay up to date.

DESIGNATE YOUR BENEFICIARIES Add the people who matter most and assign them to your assets. Manage primary and alternate beneficiaries to make sure nothing is left to chance.

GENERATE LEGAL DOCUMENTS Create essential estate planning documents directly from the app:
Last Will and Testament
Revocable Living Trust
Power of Attorney
Medical Power of Attorney
Limited Power of Attorney
Living Will
Lady Bird Deed

MONITOR YOUR NET WORTH Track your net worth over time with visual charts and dashboards. See your asset allocation at a glance and monitor your estate planning progress with a completion checklist.

AI ESTATE PLANNING ASSISTANT Get guidance on estate planning topics through our built-in AI companion. Ask questions like "How do I protect my family's future?" and get helpful, personalized direction.

CATASTROPHIC MONITORING When a death is reported to us, we verify it against government records before notifying each beneficiary by email about the assets you've left for them, along with contact information for your designated Personal Representative.
*Available in the USA only.

SECURE AND PRIVATE Your data is protected with biometric authentication (Face ID and Touch ID), encrypted connections, and secure cloud storage. Your information stays yours.

FLEXIBLE PLANS Start free and upgrade when you're ready:
Free: Create your Will and add up to 2 beneficiaries
Personal Plan: Unlimited beneficiaries plus Powers of Attorney and Living Will
Legacy Plan: Full access including Revocable Living Trust, Lady Bird Deed, AI companion, and priority support

ONE-TIME UNLOCKS Need more beneficiaries without committing to a subscription? Unlock unlimited beneficiaries for a one-time $19 purchase and keep building your Will on your own terms.

Beneficiary Plan is built by Lightware Media Inc. We believe everyone deserves a simple way to protect what they've built and the people they love.

Terms of Use (EULA): https://beneficiaryplan.com/terms-of-service/

Privacy Policy: https://app.beneficiaryplan.com/page/privacy

Questions? Contact us through the app or visit beneficiaryplan.com.