Best apps like Beneficiary Plan

9+ similar apps compared and reviewed

4.7 avg rating
9 free apps
Updated September 2026

Looking for something like Beneficiary Plan? We've analyzed 9+ similar apps to help you find the best alternative. Each app is compared by ratings, features, and real user reviews, so you can make the right choice.

Top Alternatives to Beneficiary Plan

More apps like Beneficiary Plan

4
DGLegacy - Digital Inheritance
DGLegacy - Digital Inheritance
DGLegacy - Digital Inheritance
Protect your digital assets
Free

Securely designate beneficiaries and catalog digital assets for inheritance. The app uses a proprietary engine to detect life events and ensures your digital legacy is passed on as intended. Protect bank accounts, crypto, passwords, and more.

Digital asset catalogingBeneficiary designationProprietary 'alive' event detection
💰 Finance
(1)
subscription
5
Alix Mobile
Alix Mobile
Alix Mobile
Expert Estate Settlement
Free

This app simplifies the complex process of settling a loved one's estate. It handles planning, organization, and tedious tasks, keeping you informed of progress. It also helps identify all potential inheritance and provides support for court oversight if needed.

Estate planning and organizationTask prioritization and completionProgress tracking for claims and transfers
💰 Finance
(4)
free
6
Trusty—The Estate Binder App
Trusty—The Estate Binder App
Trusty—The Estate Binder App
Share your wishes, securely.
Free

Securely record and share important estate information, including wishes, assets, and documents. Connect with trusted contacts for clarity and peace of mind in estate planning.

Build complete Estate BinderAdd Letters of WishesInvite trusted contacts
💰 Finance
(0)
free with in-app purchases
7
Trust & Will: Estate Planning
Trust & Will: Estate Planning
Trust & Will: Estate Planning
Start your trust or will today
Free

Create, organize, and update your estate plan from your phone. Protect your legacy and loved ones with state-specific legal documents like Wills and Trusts. Capture and track your assets easily.

Create Wills and TrustsOrganize and track assetsAccess legal documents anywhere
💰 Finance
(93)
free with in-app purchases
8
Trustworthy - The Family OS®
Trustworthy - The Family OS®
Trustworthy - The Family OS®
Secure your family documents
Free

This app provides a secure, centralized platform to organize and protect all your important family information, from financial and legal documents to passwords and IDs. It facilitates collaboration among family members and offers expert assistance for digital organization.

Centralized family information hubSecure document storageFamily collaboration and sharing
💰 Finance
(120)
subscription
9
Fabric by Gerber Life
Fabric by Gerber Life
Fabric by Gerber Life
Life insurance, wills & more
Free

Secure your family's financial future with accessible term life insurance, investment options for children, and free legal will creation. This app offers a convenient, all-in-one platform for essential financial planning and protection.

Term life insuranceInvesting for kidsFree legal wills
💰 Finance
(500)
free with in-app purchases