Best Heartbeat Estate Planning Apps

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.

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.

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.

Legacy Lab: Estate Organizer

End of Life Plan & Will Vault

Free

Organize financial, personal, and health information for end-of-life planning. Securely store documents, account details, and notes. Share access with loved ones when ready.

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.

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.

Legati: Legacy Vault

Files, wishes & trusted access

Free

Securely store and organize essential documents, personal files, and timed messages in an encrypted vault. Prepare for the future by creating wills, medical directives, and managing trusted access for loved ones.

Nemu

Split stuff, not relationships

Free

This app helps families catalog, appraise, and divide inherited items. It simplifies the process of managing estates, allowing for equitable distribution and confident selling of remaining valuables. Choose a package that suits your specific needs for a smoother experience.

LegacyApp: Safe Notes & Vault

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.

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.

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.

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.

DGLegacy - Digital Inheritance

Protect your digital assets

Free

Securely designate beneficiaries and catalog digital assets for inheritance. The app uses a proprietary engine to detect life events and ensures your digital legacy is passed on as intended. Protect bank accounts, crypto, passwords, and more.

Life Organizer & Estate Plan

Your Estate Planning Workbook

Free

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.

Legasee Vault

Manage your information better

Free

Securely store and organize your end-of-life information, granting access to trusted individuals upon your death or incapacity. Control who sees what and when, ensuring your important data is distributed effectively.