Best Bowman Estate Planning Apps

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Free

Trust & Will: Estate Planning by Trust & Will

Start your trust or will today

Strong Contender

4.8(146 ratings)

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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.

Beneficiary Plan by lightwaremedia.com

Estate Planning

Worth Considering

5.0(7 ratings)

FreeIn-App Purchases

Easily create essential legal documents like wills and trusts without a lawyer. Organize your assets, designate beneficiaries, and monitor your net worth. An AI assistant provides guidance, and catastrophic monitoring keeps you informed of potential impacts to your plan.

More Bowman Estate Planning apps to explore

WealthCounsel

by WealthCounsel, LLC

Community posting and commentingState-centric and topic-based communitiesSearchable community content

This app connects estate planning professionals to a community for estate planning discussions. Users can post and read comments in state- or topic-based communities, and search for specific information. It facilitates networking and knowledge sharing among professionals.

(5)

Simple Will Planning: EasyWill

Estate Planning & Will Making

Intuitive 5-step questionnaireComprehensive asset listingSmart asset distribution guidance

Create a legally sound will in minutes with an intuitive questionnaire. Protect your legacy and ensure your loved ones know your wishes without expensive lawyer fees or confusing jargon.

Facet: Financial Planning

(7)

freemium

Flat fee, CFP®, investing

Personalized financial roadmapCFP® professional guidanceInvestment management

This app provides comprehensive financial planning and investment management services. Users can track goals, message financial advisors, view account balances, and access market insights. It offers a personalized roadmap to achieve financial objectives with expert guidance.

by Stampede Hosting LLC.

Video sessions on retirement and insuranceStreamable radio show episodesPlain-English financial articles

Access a free library of financial education content, including videos, articles, and radio episodes. Directly connect with a financial consultant to book a consultation or ask questions. Organize your finances with helpful forms and checklists.

(1)

Wealthfront: Save and Invest

Saving, investing, stocks.

High-yield cash account with competitive APYExpert-built, diversified ETF portfoliosCommission-free stock and ETF investing

Manage your savings and investments in one place. Earn competitive APY on your cash, invest in expertly built portfolios or individual stocks with zero commissions, and gain a clear view of your financial future.

Financial planning & advisory

Personalized financial adviceFlat-fee wealth managementAI-powered financial insights

This app offers personalized financial planning and wealth management. It combines AI-driven insights with expert advice to help users achieve goals like retirement, tax optimization, and legacy planning. Enjoy affordable, flat-fee services with full control over your investments.

SimplyTrust: Estate Planning

(90)

subscription

Create your plan in minutes.

Create living trust in 15 minutesRemote online notarizationNevada trust structure for asset protection

Easily create a living trust from your phone in minutes. Protect your assets and family by avoiding probate court. Includes remote online notarization and secure storage.

Trusty—The Estate Binder App

(11)

subscription

Share your wishes, securely.

Build complete Estate BinderAdd Letters of WishesInvite trusted contacts

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.

free with in-app purchases

(0)

Wealth Enhancement

Advisor CommunicationMeeting SchedulerSecure Document Upload

Connect with your dedicated wealth management team, including specialists in tax and estate planning. Communicate securely, schedule meetings, and access educational resources to manage your finances.

(4)

Posterity Estate Planning

by High Powered Help, Inc.

by Reston Wealth Management, LLC

by Cornerstone Planning Group, LLC

Life Organizer & Estate Plan

(0)

Your Estate Planning Workbook

Family succession planning guidanceSecure storage of important informationDocumentation of personal matters

This app guides users through family succession planning by securely storing important personal and financial information. It aims to simplify the process for loved ones during difficult times, ensuring all necessary data is accessible when needed. The goal is to make estate planning less stressful and provide a clear guide for family members.

🔧 Utilities

(4)

Everdays: Retirement Planning

Tandem Estate Planning

JCWT - Estate Planning

Senior planning & insurance

Retirement saving guidanceFuture healthcare planningLegacy and final wishes planning

This app helps seniors plan for their future by guiding them through saving, healthcare, and legacy planning. It offers personalized plans and connects users with insurance options to ensure their wishes are met and their loved ones are cared for.

(992)

Investing, Wealth Management

Titan: Your Wealth Team

Specialized wealth teams for tech employeesEquity compensation and tax strategyAI-powered financial technology

This app provides specialized wealth management for tech professionals, handling complex financial matters like equity compensation and taxes. It combines AI technology with dedicated advisory teams to offer personalized financial guidance and investment strategies.

(7K)