Easily create essential legal documents like wills and trusts without a lawyer. Organize your assets, designate beneficiaries, and monitor your net worth. An AI assistant provides guidance, and catastrophic monitoring keeps you informed of potential impacts to your plan.
8.4.1
July 21, 2026
• Updated redeem offer codes button, which takes you directly through Apple's redemption sheet • Improved reliability of subscription purchases and plan activation • Bug fixes and stability improvements
MorePersonal Plan (Monthly)
$19.00
Unlimited Beneficiaries
Unlock unlimited beneficiaries. One-time purchase.
Beneficiary Plan does not contain advertisements. The app is free to start with optional in-app purchases for premium features and plans.
Beneficiary Plan offers a Personal Plan and a Legacy Plan, available on a monthly or yearly basis. Monthly subscriptions range from $11.99 to $39.99, while yearly plans cost $100.00 to $339.00.
Beneficiary Plan prioritizes security with biometric authentication (Face ID and Touch ID), encrypted connections, and secure cloud storage to protect your data.
Beneficiary Plan allows you to generate essential estate planning documents including a Last Will and Testament, Revocable Living Trust, Power of Attorney, Medical Power of Attorney, Limited Power of Attorney, Living Will, and Lady Bird Deed.
The latest version of Beneficiary Plan is 8.2.1, last updated on February 18, 2026. Updates ensure the app remains current with features and security.
Yes, you can connect your bank accounts through Plaid to automatically sync balances and keep your asset tracking up to date within Beneficiary Plan.
Beneficiary Plan has an age rating of 4+, making it suitable for a wide range of users looking to manage their estate planning.
Users appreciate the app's ease of use in creating legal documents without a lawyer, its comprehensive asset tracking, and the helpful AI assistant for estate planning guidance. The high rating of 5.0 stars from 7 ratings indicates positive user sentiment.
