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MyFamilyPlan EstateHub Logo

Estate Planning Platform for Families Who Want Clarity, Control, and Confidence

Life gets complex fast. Financial accounts live in one place. Estate documents in another. Retirement projections somewhere else. MyFamilyPlan EstateHub brings everything together.

EstateHub is a secure, web-based estate planning software and family financial organization platform designed to help families organize, assess, and protect every critical detail of their financial life.

Not a static worksheet.

Not a disconnected document vault.

A living, structured framework your family can rely on.

EstateHub dashboard preview
Retirement Plans1

#Plan Name

Age Range

Current Savings

1

2RY Hohn & Jane - Feb 24 2026

Created 2/24/2026

57 → 62 →

95

$6,050,000
Emergency docs section preview
Not Just Storage

From Static Files to a Living Plan

Most estate planning tools focus on documents. Most financial tools focus on accounts. EstateHub connects both and adds intelligence.

As a modern SaaS estate planning subscription, EstateHub replaces spreadsheets and fragmented systems with:

  • A secure, web-based dashboard
  • Structured organization across finances, estate, and end-of-life planning
  • Controlled surrogate access with automated notifications
  • Flexible document storage (AWS cloud or local)
  • Enterprise-grade encryption and two-factor authentication

Your information is not just stored. It’s organized within a clear, comprehensive framework.

Flexible Document Storage

Upload and organize estate documents, financial records, and supporting files in one secure location, with the option of AWS cloud hosting or local storage—based on your preference.

Controlled Access & Smart Notifications

Grant secure surrogate access to trusted individuals and enable automated notifications so the right people know where critical documents live.

Should Something Happen To You,
Who Will Know What To Do?

Financial Overview Dashboard
Surrogate Management Dashboard

InsurancePolicies

$3,750,000

2 policies • Click to view

17

Estate Contacts

Manage key contacts for estate planning

Know That
Your Family
is Prepared

Life doesn`t get simpler as responsibilities grow. Accounts, documents, retirement plans, instructions — scattered across folders, tools, and conversations. Most families believe they`re organized. Few have a complete, accessible plan.

EstateHub brings everything together. EstateHub helps you step back and assess readiness across your finances, estate documents, retirement projections, and responsibilities. You gain visibility into what`s complete, what`s outdated, and what still needs attention. That clarity reduces stress today and prevents chaos later.

Family members dashboard card

See What’s Covered.

Identify What’s Missing.

Many families believe they are prepared because they have a will or a folder of documents. EstateHub helps you assess readiness across:

  • Financial accounts and assets
  • Liabilities and recurring expenses
  • Estate documents and instructions
  • Executor guidance and probate plan
  • Retirement and income projections
  • End-of-life preferences
  • Key contacts and access instructions

Intelligent Guidance When You Need It

EstateHub also includes personalized AI-powered planning support across major life decisions — from Social Security timing and insurance coverage to college planning and executor preparation.

Easy to Set Up & Share As Needed

EstateHub is designed to be simple to set up and intuitive to use. You can begin organizing key information immediately, update it as life evolves, and securely share access with trusted family members when appropriate.

Secure. Private. Designed for Trust.

EstateHub is built on enterprise-grade AWS infrastructure with encryption, two-factor authentication, and SOC 2-ready security standards. Your financial and estate information remains protected, controlled, and accessible only when it needs to be.

Financial overview dashboardLiabilities and recurring expenses dashboardEstate documents and instructions dashboardRetirement planning overview dashboardEnd-of-life and funeral preferences dashboardSurrogate access and notifications dashboardSecure document storage dashboard