Best Tandem Estate Planning Apps

Everdays: Retirement Planning

Senior planning & insurance

Free

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.

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.

Flexmls For Real Estate Pros

by Financial Business Systems, Inc.

Free

Access the full power of the MLS on your mobile device. Manage listings, communicate with clients, and run your real estate business from anywhere. This app offers a seamless experience between desktop and mobile for agents on the go.

Land id®

Land Identity & Parcel Mapping

Free

Explore and understand any property with detailed data cards and 3D visualizations. Access ownership details, boundaries, terrain topography, and available services nationwide. Includes offline access for in-field use.

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.

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.

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.

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.

The Standard – My Retirement

by StanCorp Financial Group, Inc.

Free

Manage your retirement savings with this app. Track your balance, monitor progress toward goals, and adjust contributions. Review investment performance and access planning tools.

EverAfter – Free Will & Legacy

Legacy Planning & Final Wishes

Free

Easily create a will and document your final wishes for your loved ones. Securely store important documents and leave messages to be delivered after you're gone, ensuring peace of mind for your family.

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.

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.

EstateSail Estate Sale Manager

AlI-In-One Estate Sale Manager

Free

Streamline estate sale operations from inventory to settlement with an all-in-one platform. Utilize AI for item identification and pricing, print barcodes, and manage sales and customer check-ins efficiently. Track real-time sales data and generate comprehensive reports.

WilliT: Make your will

by WilliT (Apps)

Free

Easily create a legally valid Will or Power of Attorney in minutes. This platform simplifies estate planning, offering a secure and efficient way to organize and distribute your assets without the traditional costs and time commitment.

SkySlope

Fast-track your transactions

Free

Manage real estate transactions and documents on the go. Create and edit forms, upload files, and get digital signatures. Features MLS data syncing and voice assistance for California agents.

REPSLog

Real Estate Professional & STR

Free

This app helps real estate investors meticulously track hours spent on properties to qualify for tax benefits like REPS status or the STR loophole. It offers features like AI-assisted logging, built-in timers, and multi-property management to ensure accurate record-keeping for IRS audits.

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.