People
Keep beneficiaries, fiduciaries, advisors, family members, and other important people organized.
PRIVATE · ORGANIZED · LOCAL
Plan for what matters.
Keep it together.
My Estate Plan is a private, guided workspace for understanding, organizing, and maintaining your estate plan — all on your device.
No account required for the core app. No subscription.Good evening
Your estate plan
$1,240,000Estimated total asset value♙ People8 people ›
◆ Assets14 assets ›
✓ Open actions3 to review ›
Private by designYour plan stays on your device.
Guided, not complicatedTurn estate planning into manageable steps.
Built for maintenanceKeep your plan organized as life changes.
THE WORKSPACE
Everything in one private place.
Estate planning involves more than a document. Organize the people, assets, decisions, records, and actions surrounding your plan.
Assets
Record property, accounts, investments, insurance, businesses, digital assets, and other holdings.
Decisions
Capture important intentions and planning choices in clear, understandable language.
Documents & records
Keep track of important estate-planning records and locally attached files.
Trust funding
Track practical steps involved in funding and maintaining a trust.
Action Center
Turn open planning tasks into a clear list of actions and keep implementation moving.
PRIVACY FIRST
Your estate plan is personal. Treat it that way.
My Estate Plan is designed around local-first use. The core app does not require an account, and your planning information is intended to remain on your device rather than being stored in a central account.
Read the Privacy Policy →A BETTER WAY TO STAY ORGANIZED
From scattered information to a maintained plan.
01UnderstandLearn the fundamentals.
02OrganizePeople, assets & records.
03DecideCapture your intentions.
04ActWork through open tasks.
05ReviewKeep everything current.
MY ESTATE PLAN
Organize what matters.
Maintain what you've built.
Important: My Estate Plan provides general educational and organizational tools. It does not provide legal, tax, financial, investment, or other professional advice, and it does not create legal documents or an attorney-client relationship.