Beneficiary Plan vs DGLegacy

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.

Seamlessly create your digital inheritance in several easy steps: Set your ‘alive’ event detection Let our proprietary alive event detection engine know how to determine you’re alive and well. This includes connecting your social media accounts, choosing the time interval for your email check-ups and usage of biometric data from your mobile device. As a last resort, we’ll also call the phone number you’ve provided to make sure you’re OK. Add your beneficiaries Name the people or organizations that would be notified of the assets you’ve designated to them should we detect something happened to you. They will get all the information you left for them, so they have the awareness and transparency of your assets Easily protect your assets Catalog your most important assets. Those might include - bank accounts, insurance policies, pension funds, stocks, options, crypto, passwords, safety boxes. Add as much (or little) information as you like about each of them. Add personal notes and upload documents to support your beneficiaries in the process of claiming them. Effortlessly connect beneficiaries to assets Ensure all you’ve worked for goes to your loved ones; not to intermediaries. The final piece of the puzzle is to specify in the app which beneficiaries to be proactively notified if something happens to you. You control what information is shared. DGLegacy subscription plans & pricing: Gold Plan - $83.90 Annually - BE SURE that your loved ones and assets are protected Platinum Plan - $107.99 Annually - TOP PROTECTION for your assets and your loved ones Payments and Renewal: Payment will be charged to iTunes Account at confirmation of purchase. Subscription automatically renews unless auto-renew is turned off at least 24-hours before the end of the current period. Account will be charged for renewal within 24-hours prior to the end of the current period. Terms of use: https://www.dglegacy.com/terms-and-conditions/ Privacy policy: https://www.dglegacy.com/privacy-policy/ We offer state of the art security and 24/7 access - so you can freely and safely reach your most important information whenever you need to.