Best Bowman Estate Planning Apps

220+ iOS apps curated and reviewed

4.6 avg rating
20 free apps
Updated May 2026

Every iPhone needs a few good bowman estate planning apps. We benchmark 220+ of them on App Store rating, freshness, and pricing, then surface the standouts so you don't have to scroll the App Store yourself.

Top Picks for Bowman Estate Planning

Everdays: Retirement Planning#3

Everdays: Retirement Planning by Everdays, Inc.

Senior planning & insurance
Worth Considering
πŸ’° Finance
4.6😐(994 ratings)
Free
Everdays: Retirement Planning screenshot 1
Everdays: Retirement Planning screenshot 2
Everdays: Retirement Planning screenshot 3
Everdays: Retirement Planning screenshot 4
Everdays: Retirement Planning screenshot 5
Everdays: Retirement Planning screenshot 6

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.

What We Love

  • πŸ’• Memorable memorial services
  • πŸ‘ Helpful and caring staff
  • πŸ™ Meaningful way to honor loved ones
  • 🌟 Excellent customer service

Room to Improve

  • 🚫 Predatory data collection practices
  • πŸ› Technical issues and bugs
  • πŸ“± Not user-friendly for non-tech savvy

More Bowman Estate Planning apps to explore

4
Ameriprise Financial
Ameriprise Financial
Ameriprise Financial
by Ameriprise
Free

Manage your finances and connect with your advisor on the go. Track investments, view account balances, and securely share documents. Make payments, deposit checks, and stay informed with market news.

Track asset value and account summaryView portfolio allocation and performanceAdd external accounts for a complete financial picture
πŸ’° Finance
(37K)
free
5
Ethos - Insurance & Wills
Ethos - Insurance & Wills
Ethos - Insurance & Wills
An Ethos Technologies company
Free

Secure your family's future with an all-in-one platform for life insurance and estate planning. Apply for term life insurance in minutes with no medical exams and create legally solid Wills and Trusts with guided tools.

Instant life insurance decisionsNo medical exams requiredIntegrated Wills and Trusts
πŸ’° Finance
(6.7K)
free with in-app purchases
6
Beneficiary Plan
Beneficiary Plan
Beneficiary Plan
Estate Planning
Free

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.

Asset tracking and organizationBeneficiary designationLegal document generation
πŸ’° Finance
(7)
free with in-app purchases
7
Rocket Lawyer Legal & Law Help
Rocket Lawyer Legal & Law Help
Rocket Lawyer Legal & Law Help
Law Advice, Document Templates
Free

Access affordable legal services, create customized legal documents, and get advice from legal professionals. This app helps individuals and businesses protect their futures with easy-to-use tools and expert support.

Create legal documentsUpload and sign documentsAsk legal professionals questions
πŸ“Š Productivity
(16K)
free with in-app purchases
8
Wealthfront: Save and Invest
Wealthfront: Save and Invest
Wealthfront: Save and Invest
Saving, investing, stocks.
Free

This app offers a high-yield cash account, automated investing with expert-built portfolios, and commission-free stock trading. It provides a consolidated view of your finances to help you build wealth and plan for retirement.

High-yield cash account with APYAutomated ETF portfoliosCommission-free stock and ETF investing
πŸ’° Finance
(17K)
free with in-app purchases
9
Willow Wealth
Willow Wealth
Willow Wealth
Private markets investing
Free

Diversify your portfolio with private markets like real estate, private equity, and credit. Build your own investments or let an automated solution manage them for you. All opportunities are vetted by experienced professionals.

Diversify with private marketsReal estate, private equity, credit investmentsBuild custom portfolios
πŸ’° Finance
(1.6K)
free with in-app purchases
10
Schwab Workplace Retirement
Schwab Workplace Retirement
Schwab Workplace Retirement
by The Charles Schwab Corporation
Free

This application provides recordkeeping and related services for retirement plans. It is part of the services offered by a financial institution to manage your retirement accounts.

Retirement plan recordkeepingRelated administrative servicesAccount management
πŸ’° Finance
(63K)
free with in-app purchases
11
Alinea: Automated Investing
Alinea: Automated Investing
Alinea: Automated Investing
Expert Portfolios, AI Insights
Free

Invest with confidence using expert-built portfolios and AI-driven insights. Track performance, visualize growth, and receive personalized financial news to make informed investment decisions. Securely link bank accounts and explore curated investment strategies.

Expert-built investment portfoliosAI-powered performance insightsPersonalized financial news
πŸ’° Finance
(92K)
free
12
EFE
EFE
EFE
Your Investment Advisor
Free

Access your financial accounts and track progress toward your goals. View your portfolio, link external accounts, and connect with an advisor or planner. Review statements and plan updates for a comprehensive financial overview.

Track retirement goal progressView total portfolio and account detailsLink outside accounts
πŸ’° Finance
(7.4K)
ad-supported
13
Titan: Your Wealth Team
Titan: Your Wealth Team
Titan: Your Wealth Team
Investing, Wealth Management
Free

This app offers comprehensive wealth management services, combining a dedicated advisory team with professional investment management. It simplifies investing, tax planning, and cash management, providing personalized guidance and active portfolio management without high fees or minimums.

Dedicated advisory teamProfessional investment managementAutomated cash management
πŸ’° Finance
(7K)
freemium
14
Capital Group PlanPremier401k
Capital Group PlanPremier401k
Capital Group PlanPremier401k
Manage your 401k
Free

Manage your employer-sponsored retirement plan, view account details like income estimates and rates of return, and make changes to contributions, investments, and beneficiaries. Access plan forms and upload documents for account updates.

View retirement income estimatesCheck personal rate of returnManage contribution amounts
πŸ’° Finance
(11K)
ad-supported
15
Estate Sales Near Me
Estate Sales Near Me
Estate Sales Near Me
Discover Estate Sales Near You
Free

Find local estate sales and online auctions happening near you. Connect directly with professional estate sale companies to discover unique items and manage sales. The app streamlines the process for both buyers and sellers.

Discover estate sales and online auctionsFollow sales and mark favoritesView sale dates, times, and details
🌟 Lifestyle
(6)
free
16
Capital Group RKDirect 401k
Capital Group RKDirect 401k
Capital Group RKDirect 401k
Manage your 401k
Free

Manage your employer-sponsored retirement plan on the go. View account details like balances, rates of return, and transaction history. Make changes to your investments, contribution allocations, and personal information as permitted by your plan.

View account balancesCheck personal rate of returnReview transaction history
πŸ’° Finance
(10K)
free
17
Domain Money
Domain Money
Domain Money
Your finances, handled for you
Free

Receive personalized financial plans and expert guidance from certified professionals. This app offers custom strategies for every life stage, with clear, actionable steps and bank-level security.

Expert financial guidanceCustom financial plansActionable steps
πŸ’° Finance
(294)
free with in-app purchases
18
SimplyTrust: Estate Planning
SimplyTrust: Estate Planning
SimplyTrust: Estate Planning
Create your plan in minutes.
Free

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.

Create living trust in 15 minutesRemote online notarizationNevada trust structure for asset protection
πŸ’° Finance
(10)
subscription
19
WealthCounsel
WealthCounsel
WealthCounsel
by WealthCounsel, LLC
Free

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.

Community posting and commentingState-centric and topic-based communitiesSearchable community content
πŸ’° Finance
(5)
free
20
Corebridge
Corebridge
Corebridge
Action is everything.
Free

Manage your retirement savings and financial goals on the go. Track your progress, make adjustments to your contributions and investments, and access educational resources to improve your financial wellness.

Retirement readiness assessmentPersonalized financial dashboardEasy plan enrollment
πŸ’° Finance
(37)
free