# Beneficiary Plan — Estate Planning > Digital estate planning tool for asset management, beneficiary designation, and legal document generation. (iPhone/iPad app by Lightware Media Inc..) - Source: https://appshunter.io/ios/app/beneficiary-plan/id6443579751 (this page in markdown: same URL + `.md`) - Developer: [Lightware Media Inc.](https://appshunter.io/developer/1647155744) - Category: Finance, Productivity - Price: Free with in-app purchases - Rating: 5.00/5 from 7 App Store ratings · 3 written reviews indexed - Age rating: 4+ - Requires: iOS 13.0 · 62 MB - Languages: English - Released: 2023-07-18 - Data updated: 2026-07-24 - Monetization: free with in-app purchases - User reviews in markdown: https://appshunter.io/ios/app/beneficiary-plan/id6443579751/reviews.md ## What is 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 When a death is reported to us, we verify it against government records before notifying each beneficiary by email about the assets you've left for them, along with contact information for your designated Personal Representative. *Available in the USA only. 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 free and upgrade when you're ready: Free: Create your Will and add up to 2 beneficiaries Personal Plan: Unlimited beneficiaries plus Powers of Attorney and Living Will Legacy Plan: Full access including Revocable Living Trust, Lady Bird Deed, AI companion, and priority support ONE-TIME UNLOCKS Need more beneficiaries without committing to a subscription? Unlock unlimited beneficiaries for a one-time $19 purchase and keep building your Will on your own terms. 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. Terms of Use (EULA): https://beneficiaryplan.com/terms-of-service/ Privacy Policy: https://app.beneficiaryplan.com/page/privacy Questions? Contact us through the app or visit beneficiaryplan.com. ## Key features - Asset tracking and organization - Beneficiary designation - Legal document generation - Net worth monitoring - AI estate planning assistant - Catastrophic event monitoring ## Pricing and in-app purchases Base price: Free. **Subscriptions** | Subscription | Price | Period | | --- | --- | --- | | Personal Plan (Monthly) | $11.99 | per month | | Personal Plan (Yearly) | $100.00 | per year | | Legacy Plan (Monthly) | $39.99 | per month | | Legacy Plan (Yearly) | $339.00 | per year | **One-time purchases** | Purchase | Price | Type | | --- | --- | --- | | Unlimited Beneficiaries | $19.00 | one-time | ## Recent user reviews (3 of 3) All indexed reviews: https://appshunter.io/ios/app/beneficiary-plan/id6443579751/reviews.md ### 5/5 — Got the job done! *2024-02-28* 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. ### 5/5 — Great App *2023-07-22* This app is so easy to use and convenient. ### 5/5 — Great App *2023-07-20* Great app! Very Easy to use and I was quickly able to create Will. ## Frequently asked questions about Beneficiary Plan ### Does Beneficiary Plan have ads? Beneficiary Plan does not contain advertisements. The app is free to start with optional in-app purchases for premium features and plans. ### What are the subscription options for Beneficiary Plan? 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. ### How secure is my financial information with Beneficiary Plan? Beneficiary Plan prioritizes security with biometric authentication (Face ID and Touch ID), encrypted connections, and secure cloud storage to protect your data. ### What legal documents can I generate with Beneficiary Plan? 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. ### How often is Beneficiary Plan updated? 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. ### Can I connect my bank accounts to Beneficiary Plan? Yes, you can connect your bank accounts through Plaid to automatically sync balances and keep your asset tracking up to date within Beneficiary Plan. ### What is the age rating for 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. ### What do users like about Beneficiary Plan? 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. ## Version history (last 5 releases) ### 8.4.1 — 2026-07-21 • 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 ### 8.4.0 — 2026-04-21 New: Unlimited Beneficiaries Unlock Need to name more than 2 beneficiaries on the free plan? You can now unlock unlimited beneficiaries with a one-time $19 purchase -- no subscription required. Smarter Upgrade Prompts When you reach a limit, the app now shows exactly what you need -- whether that's a one-time unlock or a plan upgrade. Polish & Improvements Typo fixes, improved phone input, and clearer notification labels. Stability iOS safe area fixes on modals and dialogs, plus in-app purchase stability improvements. ### 8.2.1 — 2026-02-18 Bug fixes and stability improvements: - Fixed an issue where the app could get stuck on a loading screen after logging in - Fixed an issue where Face ID could trigger unexpectedly after logging out - Improved error handling when services are temporarily unavailable ### 8.2.0 — 2025-12-15 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. ### 8.1.0 — 2025-01-19 Improvements: * You can now specify what age minors should be before receiving items from your Living Trust. Bug Fixes: * Minor bug fixes for Living Trust document creation. * Other minor bug fixes. ## Apps similar to Beneficiary Plan | App | Rating | Price | Category | | --- | --- | --- | --- | | [Alix Mobile](https://appshunter.io/ios/app/alix-mobile/id6476152795) | 5.0 (2) | Free | Finance | | [Vidadata](https://appshunter.io/ios/app/vidadata/id1481724362) | 4.9 (13) | Free | Finance | | [DGLegacy - Digital Inheritance](https://appshunter.io/ios/app/dglegacy-digital-inheritance/id6443605121) | 5.0 (1) | Free | Finance | | [SimplyTrust: Estate Planning](https://appshunter.io/ios/app/simplytrust-estate-planning/id6742158598) | 5.0 (10) | Free | Finance | | [Yellow, Will-making made easy](https://appshunter.io/ios/app/yellow-will-making-made-easy/id6444332157) | — | Free | Finance | | [WilliT: Make your will](https://appshunter.io/ios/app/willit-make-your-will/id6450900074) | 4.8 (20) | Free | Finance | ## Related topics [estate planning](https://appshunter.io/ios/topics/estate-planning) · [tandem estate planning](https://appshunter.io/ios/topics/tandem-estate-planning) --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-24.*