Beneficiary Plan 4+

Estate Planning

lightwaremedia.com

Designed for iPad

    • 5.0 • 7 Ratings
    • Free
    • Offers In-App Purchases

Screenshots

Description

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

What’s New

Version 6.3.0

New Features:
* Introducing Briefs: Dive into our new collection of Briefs – concise, informative clips designed to streamline your estate planning process. Whether you’re starting fresh or looking to refine your existing plan, Briefs offer the essential knowledge you need, right at your fingertips.
* Promotion Details at a Glance: Stay in the loop with your latest promotion details! We’ve updated the subscriptions page to include all the details about your current promotion.

Improvements:
* Minor UI enhancements for a smoother experience.

Ratings and Reviews

5.0 out of 5
7 Ratings

7 Ratings

theromulo ,

Got the job done!

Although I am still pretty young, I wanted to make sure I had a last Will and testament done just In case. The app pretty much walks you through the process, I had my Will done in less than an hour and I was able to tweak it later that week before printing it. One more thing I can check of my 2024 list for only $12.

EPphilly ,

Great App

Great app! Very Easy to use and I was quickly able to create Will.

LiCi876 ,

Great App

This app is so easy to use and convenient.

App Privacy

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

You Might Also Like

Vidadata
Finance
CashFlow Finance Manager
Finance
Bullion Pro: Gold & Silver
Finance
Withholding Calc
Finance
Passive Income Education
Finance
MCFCU Visa
Finance