Beneficiary Plan

Estate Planning

Free · In‑App Purchases · Designed for iPad

Effortlessly create legal Wills, Powers of Attorney and estate plans with Beneficiary Plan. No expensive lawyer fees, ensure privacy and ease. Secure your legacy today! In need of important estate planning documents? The Beneficiary Plan app helps families create customizable estate planning documents in minutes. Avoid expensive legal fees and lengthy paperwork while getting access to attorney built legal documents whenever you need them. Create a free Last Will & Testament in minutes, preview and share them with whomever you choose. Beneficiaries Manage a list of all your potential beneficiaries and assign them to any assets you choose. You can even customize their allocation percentages. Assets Easily manage all of your assets in the app and choose your beneficiaries for each by percentage allocation. Catastrophic Monitoring Enable Catastrophic Monitoring to have peace of mind knowing that your beneficiaries will be privately notified about any assets they were assigned to if you were to pass away. Documents Download or share your estate planning documents when you are ready. Customize and update your documents quickly and easily whenever your circumstances change. Preview, download or share, then print and sign at any time from the convenience of an app. Terms of Service https://app.beneficiaryplan.com/page/terms Privacy Policy https://app.beneficiaryplan.com/page/privacy

  • 5.0
    out of 5
    7 Ratings

What’s New We’ve made several improvements to keep your experience smooth and reliable: * Improved Form Completion Submitting required information in the beneficiaries form now shows a clear completion check mark so you’ll always know your details were successfully saved. * Smoother Login Experience Fixed an issue that caused the login button to require multiple taps on some devices. * Facebook Login Restored Facebook login is working again after updating to meet new platform requirements. * Push Notifications Re-enabled Push notifications are now back up and running following necessary updates to our notification service.

The developer, lightwaremedia.com, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Financial Info
    • Contact Info
    • User Content
    • Identifiers

Privacy practices may vary, for example, based on the features you use or your age. Learn More

The developer has not yet indicated which accessibility features this app supports. Learn More

  • Seller
    • Lightware Media Inc.
  • Size
    • 64.5 MB
  • Category
    • Finance
  • Compatibility
    Requires iOS 13.0 or later.
    • iPhone
      Requires iOS 13.0 or later.
    • iPad
      Requires iPadOS 13.0 or later.
    • iPod touch
      Requires iOS 13.0 or later.
    • Mac
      Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
    • Apple Vision
      Requires visionOS 1.0 or later.
  • Languages
    • English
  • Age Rating
    4+
  • In-App Purchases
    Yes
    • Personal Plan (Monthly) $11.99
    • Legacy Plan (Monthly) $39.99
    • Personal Plan (Yearly) $100.00
    • Legacy Plan (Yearly) $339.00
  • Copyright
    • © 2025 Lightware Media Inc.