Beneficiary Plan vs Alix Mobile

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.

After a loss, it can be a heavy burden to settle a loved one’s estate, so let Alix do it. We honor your loved one’s wishes and give you peace of mind that it’s being done right. With Alix, you get: Help with big and little tasks. Alix will do all of the big-picture planning and organization to sunset your loved one’s affairs including recommending what’s needed, prioritizing next steps, and reviewing completed actions to ensure everything is done right. We’ll also take care of tedious tasks like finding forms and filling them out, contacting organizations on your behalf, searching for records, and more. See progress as it happens. Stay informed at every step as Alix does the work to help you claim life insurance, transfer bank accounts, and more — cancel memberships, transfer vehicles, notify credit agencies, file final taxes, and any other task that’s needed. Their estate, all in one place. See what’s in their estate at a glance, then tap into the card for any account, vehicle or home to see what’s happening with that item. No stone left unturned. Alix knows where to look to find all possible inheritance. From life insurance policies you didn’t know they purchased to unclaimed property in the name of a prior loved one who passed — Alix’s thorough approach has found thousands of dollars for families. Support with court oversight (“probate”). Some estate settlements must go through a court process known as “probate.” Alix can help you understand if it’s required for your loved one’s estate. If it is, Alix is not a law firm, but we will help you at every step, providing customized best practices, finding and filling out court forms and helping ensure you follow court requirements. When you experience an issue, ask Alix. Send us questions 24/7, and we’ll respond within 1 business day with advice based on our many years of settling estates. We promise, we’ve seen it all and can help you find the best path forward. Sign in with your existing Alix account or get in touch with our team to learn more.