Introducing our easy-to-use family organization platform. Organize estate and financial information, assess readiness, and make smarter life decisions with EstateHub and AI-powered Life Planning Guides, all in one secure platform.
$120 | 12-Month Access
Our Home Decision & Fit Assessment gives families a clear, personalized framework for one of the biggest financial decisions they'll ever make. Whether you're deciding to buy or rent, move or stay, this guide accounts for your finances, lifestyle, and long-term goals so you can move forward with confidence.
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$165 | 12-Month Access
Our Vehicle Research & Buying Advisor takes the guesswork out of your next car purchase. Share your priorities and budget, then get vehicles ranked and matched to today's market so you can buy the right car, at the right price, with confidence.
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$165 | 12-Month Access
Our College Scholarship Discovery & Strategy Guide helps you uncover scholarships you actually qualify for and build a plan to win them. Get a personalized list of opportunities plus an application strategy designed around your student's strengths.
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$75 | 12-Month Access
Our Estate Planning Readiness Guide helps you find out exactly how prepared your estate really is — and what still needs to happen. Walk through the key areas of estate planning, identify what's missing, and leave with a clear set of next steps before it becomes someone else's problem to sort out.
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$120 | 12-Month Access
Our Estate & Asset Transfer Strategy Guide walks you through how to structure your assets so your family receives what you've built — with as little lost to taxes, legal fees, and delays as possible. A will is just the beginning. This guide covers the rest.
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$120 | 12-Month Access
Our Retirement Destination Optimizer helps you figure out not just when to retire, but where. Evaluate cost of living, tax implications, lifestyle fit, and long-term affordability across destinations so you can land in the right place for the right reasons.
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$165 | 12-Month Access
Our Job Offer Comparison & Decision Guide helps you evaluate a new opportunity the right way — beyond just the salary. Compare total compensation, benefits, growth trajectory, and lifestyle impact side by side so you can say yes to the right offer with confidence.
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$75 | 12-Month Access
Our Financial Foundations Playbook gives you a structured starting point for getting your financial life in order. From budgeting and spending to insurance and major financial decisions, this guide walks you through the building blocks of a solid financial plan — so nothing important gets overlooked.
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EstateHub is a secure, web-based estate and financial planning platform designed to help families organize, assess, and manage the details that are often scattered across documents, accounts, folders, and conversations.
More than a document vault, EstateHub provides a structured framework for organizing financial accounts, estate documents, retirement planning details, household responsibilities, end-of-life preferences, and important family information in one accessible system. Whether you are planning for retirement, preparing your family for the future, or simply trying to create more clarity around your finances and responsibilities, EstateHub helps ensure nothing important is overlooked.
MyFamilyPlan AI Life Planning Guides help individuals and families make clearer, more informed decisions across major life events.
Each guide combines structured planning frameworks with AI-powered analysis to help users better understand trade-offs, evaluate options, and prepare for next steps before making important financial or personal decisions.
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Rather than generic calculators or fragmented research, the guides provide personalized, easy-to-understand direction built around real-life decision-making. MyFamilyPlan releases new life planning guides as we grow with you for all future life events!
Explore Life Planning GuidesAI-powered planning tools designed to help users evaluate retirement readiness, investment strategy, insurance coverage, spending patterns, and other major financial decisions.
EstateHub and every AI Life Planning Guide includes access to the MyFamilyPlan AI Agent — an intelligent planning assistant designed to help users better understand recommendations, ask follow-up questions, and explore planning considerations in real time.
The AI Agent transforms static planning into an interactive experience, helping users move from confusion to clarity faster and with greater confidence. Instead of searching across disconnected articles, calculators, and forums, users can engage directly with guided planning insights tailored to their specific situation.
