EstateHub estate planning dashboard
EstateHub Life Planning Guides dashboard

One Secure Platform for Family Estate Planning, Financial Organization & Life Planning

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.

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Shop Our Best Selling Life Planning Guides

Financial Planning Guides Bundle
Finances

Financial Planning Guides Bundle

$175 | 12-Month Access

Our College Planning Bundle covers every parent's questions and concerns surrounding getting their student into the best fit school for their personality, career, lifestyle, and more. Included is our College Selection Research Guide, College Admissions Probability & Strategy Guide, and our College Scholarship Discovery & Strategy.

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College Planning Guides Bundle
Personal

College Planning Guides Bundle

$175 | 12-Month Access

Our College Planning Bundle covers every parent's questions and concerns surrounding getting their student into the best fit school for their personality, career, lifestyle, and more. Included is our College Selection Research Guide, College Admissions Probability & Strategy Guide, and our College Scholarship Discovery & Strategy.

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Home Decision & Fit Assessment
Personal

Home Decision & Fit Assessment

$175 | 12-Month Access

Our College Planning Bundle covers every parent's questions and concerns surrounding getting their student into the best fit school for their personality, career, lifestyle, and more. Included is our College Selection Research Guide, College Admissions Probability & Strategy Guide, and our College Scholarship Discovery & Strategy.

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Estate & Asset Transfer Strategy
Estate

Estate & Asset Transfer Strategy

$175 | 12-Month Access

Our College Planning Bundle covers every parent's questions and concerns surrounding getting their student into the best fit school for their personality, career, lifestyle, and more. Included is our College Selection Research Guide, College Admissions Probability & Strategy Guide, and our College Scholarship Discovery & Strategy.

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Retirement Destination Optimizer
Retirement

Retirement Destination Optimizer

$175 | 12-Month Access

Our College Planning Bundle covers every parent's questions and concerns surrounding getting their student into the best fit school for their personality, career, lifestyle, and more. Included is our College Selection Research Guide, College Admissions Probability & Strategy Guide, and our College Scholarship Discovery & Strategy.

Purchase Now
Household Spending Analysis
Finances

Household Spending Analysis

$175 | 12-Month Access

Our College Planning Bundle covers every parent's questions and concerns surrounding getting their student into the best fit school for their personality, career, lifestyle, and more. Included is our College Selection Research Guide, College Admissions Probability & Strategy Guide, and our College Scholarship Discovery & Strategy.

Purchase Now
MyFamilyPlan EstateHub logo

One Secure Place for Organizing Family Estate and Financial Information

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.

  • Financial & Estate Organization
  • Secure Document Storage
  • Digital & Password Organization
  • Retirement & Cash Flow Planning
  • AI-Powered Life Planning
  • Family & Surrogate Collaboration
  • Emergency Preparedness Planning

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

Family members overview
Estate contacts overview
Surrogate management dashboard

MyFamilyPlan Helps Families Feel Confident About All Estate Planning

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AI Life Planning Guidance for Major Financial and Family Decisions

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.

Topics include:

  • Retirement Planning
  • Social Security Optimization
  • College Planning & Scholarships
  • Investment Readiness
  • Life Insurance Planning
  • Job Offer Evaluation
  • Home Purchase Decisions
  • Estate Planning Readiness
  • Household Spending Analysis
  • Retirement Destination Planning

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 Guides

AI-powered planning tools designed to help users evaluate retirement readiness, investment strategy, insurance coverage, spending patterns, and other major financial decisions.

  • Retirement Readiness
  • Investment Readiness & Allocation
  • Household Spending
  • Family Financial Planning
See our Complete List of Guides
Financial Planning Guides preview

Built-In AI Guidance Across EstateHub & Every Planning Guides

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.

MyFamilyPlan investment advisor AI agent
Life insurance planning AI agent
Estate planning AI agent