MyFamilyPlan

MyFamilyPlan EstateHub helps individuals and families organize the financial, estate, household, and end-of-life information they need throughout life—and especially when circumstances suddenly change. EstateHub helps answer a simple but important question: If something happened to you tomorrow, would your family know what to do? EstateHub goes beyond organization and document storage. The platform combines family financial and estate organization with AI-powered planning and decision support, helping users assess their readiness, understand their options, and make more informed decisions involving retirement, investments, college planning, home purchases, estate and wealth transfer, and other important life events. MyFamilyPlan Mobile Access The MyFamilyPlan mobile app is a convenient companion to the full EstateHub experience, providing access to important information and planning tools when you're away from your computer. From your phone, you can: • View and share emergency and personal documents when you or your family need them • View and share important estate contacts • Manage your to-do list and view alerts • Run and view activated Life Planning Guides and reports • View EstateHub dashboards and insights • Access your other EstateHub information in view-only mode Whether you need to find an important document, share emergency information, check a planning report, review a contact, or simply see what's next on your to-do list, MyFamilyPlan helps keep important family information accessible while you're on the go. Life Planning Guides MyFamilyPlan's AI-powered Life Planning Guides provide structured guidance and decision support for important financial and life decisions, including retirement, investments, college planning, home purchases, estate and wealth transfer, and more. Activated Life Planning Guides can be accessed from the mobile app, allowing you to run and review reports and insights from your phone. Designed as a Companion to EstateHub The mobile app is intentionally designed for convenient phone access to the EstateHub information and tools you may need most while on the go. Certain EstateHub features are view-only on mobile. For full EstateHub functionality—including adding, editing, and managing your information—access EstateHub through your web browser on a desktop, laptop, or tablet. An active MyFamilyPlan EstateHub subscription or activated Life Planning Guide is required to access applicable features and information through the mobile app. EstateHub subscriptions and Life Planning Guides are purchased separately from MyFamilyPlan. With MyFamilyPlan EstateHub, your family's important information, planning resources, and insights can be there when and where you need them.