Beneficiary Plan vs Trusty

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.

Most estate plans explain what. Very few explain why. Trusty is your family's Estate Binder, created with the guidance of your financial advisor. Organize your assets, keep important documents in one secure place, capture the people who matter, and preserve your wishes — all compiled into a personalized Estate Binder that grows with every conversation. The hardest moments aren't just about finding documents. They're about understanding the decisions behind them. When someone you love is gone, the questions aren't just "Where is the will?" They're "Why was this decided? What would they have wanted?" Trusty preserves those answers long before they're needed — so your family inherits more than documents. They inherit clarity. WISHES — THE WHY BEHIND EVERY DECISION (NEW) • Assign meaningful items to the right people • Explain the reasons behind your plans, in your own words • Leave guidance for your family • Preserve stories, photos, and memories • Record video wishes your family can return to ASSETS — EVERYTHING OF VALUE See it all in one place: financial accounts, real estate, jewelry, vehicles, and private investments — with the details, value, and meaning behind each one. PLANS — EVERY IMPORTANT DOCUMENT Keep your will, power of attorney, insurance policies, and other estate documents organized and ready. No more guessing what exists or where it lives. PEOPLE — EVERYONE WHO MATTERS Family, advisor, lawyer, accountant, close friends. Everyone's role is clear, so nothing is left to guesswork. YOUR ESTATE BINDER — ONE TRUSTED RECORD: Everything you capture is brought together in your personalized Estate Binder — available digitally and professionally printed — preserving not just your information, but the context your family will one day need. GUIDED, WITH YOUR ADVISOR Estate planning evolves as your life does. Trusty gives you and your advisor a shared place to build and evolve your Estate Binder over time: step by step, at your own pace, with guidance at every stage. AVAILABLE THROUGH YOUR ADVISOR Trusty is provided as part of your advisor relationship. Your advisor's invitation includes the full Trusty experience, including your professionally printed Estate Binder, at no additional cost to you. A will says what. Trusty helps your family understand why. Start with one thing. An account your family doesn't know about. A keepsake with a story worth preserving. Build your legacy, one conversation at a time.