Best Heartbeat Estate Planning Apps

Trust & Will: Estate Planning

Start your trust or will today

Free

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.

Contingency Zero

Safeguard Your Family's Future

Free

This app helps you organize and secure important family information for emergencies. It allows you to create digital 'binders' for assets and share them with trusted contacts, ensuring your loved ones have access when they need it most.

Legati: Legacy Vault

Files, wishes & trusted access

Free

Securely store important documents, wishes, and messages for your loved ones. Prepare essential plans like wills and medical directives, and grant controlled access to trusted delegates. Ensure your legacy is preserved and accessible when it matters most.

Legacy Lab: Estate Organizer

End of Life Plan & Will Vault

Free

Securely store and organize all your important estate documents, financial accounts, and personal wishes in one accessible place. This app ensures your loved ones can easily find critical information when you're gone, simplifying the process of settling your affairs.

Pyke, Presley & Associates App

Client App for DocuClub & AMP

Free

Manage your estate planning services, including annual maintenance programs and emergency healthcare document access. Schedule meetings, update personal information, and securely share critical documents with designated contacts.

LegacyPath

by LegacyPath LLC

Free

Securely organize and store vital life information, including finances, legal documents, and personal wishes. This tool provides peace of mind by ensuring loved ones have clear guidance and access to necessary details during difficult times.

Facet: Financial Planning

Flat fee, CFP®, investing

Free

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.

MyFinalKey

End-of-Life Planning Assistant

Free

Securely store all your important end-of-life documents and personal information in one encrypted vault. An AI assistant guides you through comprehensive planning, and you can designate trusted individuals to access specific information when needed.

Empower ®

Plan, save, invest, retire

Free

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

TheIfApp - Life & Legacy

Your Life, Continued!

Free

This app provides a secure platform to capture and organize your life's stories, memories, and important information. It helps you create a meaningful legacy by preserving your experiences and wishes for loved ones.

EXE Client Portal

Access valuation & documents

Free

Securely access and manage financial documents, personal records, and investment portfolio details on your mobile device. Communicate with advisors through a safer messaging system and store important files in the cloud.

LegacyApp: Digital Inheritance

Encrypt, Store & Transfer Data

Free

Securely store and manage sensitive digital information, including documents and financial details. This app offers encrypted cloud storage and a unique feature to grant access to a nominated beneficiary after your passing, ensuring your digital legacy is protected.

Beforehand: Care & Estate Plan

Incapacity & Power of Attorney

Free

This app helps you create a living plan for your loved ones, detailing what to do and who to contact in case of incapacity. It goes beyond a will to cover immediate needs like account access and medical decisions, ensuring your family has clear instructions during difficult times.