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Estate Planning & Family Financial Organization Software Built for Clarity, Control, and Confidence

Your financial accounts, estate documents, retirement plans, and end-of-life instructions shouldn’t live in separate places. They should live in one secure, intelligent system your family can actually use.

MyFamilyPlan EstateHub is a web-based estate planning platform and family financial organization tool built to help families organize, protect, and share every critical detail of their financial life — from account information and estate documents to executor instructions and AI-powered life planning guidance.

Not a static estate planning worksheet. Not a disconnected document vault. A living estate plan your whole 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 Scattered Files to a Complete Family Estate Plan

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

As a modern estate planning subscription platform, EstateHub replaces spreadsheets, fragmented folders, and outdated estate planning worksheets with a single structured system:

  • Secure web-based estate planning dashboard
  • Structured family financial organization
  • Controlled surrogate access and smart notifications
  • Flexible secure document storage options
  • Enterprise-grade security and two-factor authentication
  • AI-powered life planning and financial guidance

Your estate information isn’t just stored. It’s organized within a comprehensive, living framework your family can access when it matters most.

Flexible Estate 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 family members and enable automated notifications so the right people always know where critical estate documents and financial instructions are located.

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 financial responsibilities grow. Bank accounts, estate documents, retirement projections, end-of-life instructions — scattered across folders, tools, and conversations. Most families believe they have an estate plan. Few have a complete, accessible one their family can actually use.

EstateHub is the family estate planning and financial organization platform that brings everything together. Assess your readiness across finances, estate documents, retirement income planning, and end-of-life preferences. See what’s complete, what’s missing, and what needs your attention. That clarity reduces stress today — and prevents chaos for your family later.

Family members dashboard card

See What’s Covered.

Identify What’s Missing.

Many families believe they’re prepared because they have a will or a folder of documents. EstateHub’s estate readiness assessment helps you evaluate your complete family financial picture across:

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

Simple Transparent Pricing

Start with a 7-day free trial. Cancel anytime.

Essential
$20/mo

or $200/year

  • Full EstateHub platform access
  • Financial, estate & personal planning
  • 15 monthly AI planning sessions
  • Access to free Life Planning Guides
Complete
$30/mo

or $280/year

  • Everything in Essential
  • Integrated retirement planning tools
  • 30 monthly AI planning sessions
  • Free Life Planning Guides + Retirement Guides
Everything Organized in One PlaceFinancial overview dashboardLiabilities and recurring expenses dashboardEstate documents and instructions dashboardRetirement planning overview dashboardEnd-of-life and funeral preferences dashboardExecutor guidance and probate planning dashboardSurrogate access and notifications dashboardSecure document storage dashboardAI-powered planning insights dashboard

AI-Powered Estate Planning & Financial Guidance

EstateHub includes personalized AI-powered planning support across the life decisions that matter most — from Social Security timing and life insurance coverage to college planning, executor preparation, and retirement readiness. Get clear, actionable guidance without the cost of a financial advisor.

Easy Estate Planning Set Up & Family Sharing

EstateHub is designed to be intuitive from day one. Start organizing your estate information immediately, update it as life changes, and securely share access with trusted family members whenever the time is right.

Secure Estate Planning Platform Built for Trust

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