Best Tandem 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.

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.

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.

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.

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.

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.

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.

Ghostfile: Legacy Management

Be less annoying after you die

Free

Organize important digital information and personal wishes into secure vaults. Designate trusted individuals to receive access after your passing, ensuring clarity and peace of mind for your loved ones.

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.

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.

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.

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.

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.