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 Stay informed about events and changes that could affect your estate plan, so you can act quickly when it matters. 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 with a free account and upgrade when you're ready: - Personal Plan: Full access to asset tracking, beneficiary management, and core legal documents - Estate Plan: Everything in Personal plus advanced documents, AI companion, and priority support 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. Questions? Contact us at support through the app or visit beneficiaryplan.com.