Best Horsepools Estate Planning Apps

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.

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.

Trusty—The Estate Binder App

Share your wishes, securely.

Free

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.

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.

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.

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.

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.

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.

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.

TrustSafe LLC

Digital Vault for Estate Plans

Free

Securely store and manage your estate planning documents in a private digital vault. Easily upload wills, trusts, powers of attorney, and more, ensuring they are accessible when needed by authorized individuals. Protect your important information from loss or unauthorized changes.

HeirList

After Death Closure of Affairs

Free

This app helps manage tasks and provides a knowledge base for affairs after a loved one passes away. It simplifies a complex process by offering a comprehensive to-do list and guidance for each step. Users can collaborate with others and access extensive resources to navigate this difficult time.

Meerath

Secure Digital Legacy

Free

Securely create and manage your estate plan, including wills, assets, and important documents. Organize beneficiaries and protect your legacy with advanced encryption and a user-friendly mobile interface.

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.