Beneficiary Plan 6.3.0

In need of essential estate planning documents? The Beneficiary Plan application assists families in creating personalized estate planning documents swiftly. By utilizing this service, users can avoid costly legal fees and the cumbersome paperwork associated with such processes. Access attorney-developed legal documents conveniently whenever the need arises.

Generate a complimentary Last Will & Testament in a matter of minutes. Review and share these documents with selected individuals at your discretion.

• Beneficiaries: Maintain a list of potential beneficiaries and allocate them to specific assets. Customize the distribution percentages for each.
• Assets: Manage all assets within the application and designate beneficiaries for each with specified percentage allocations.
• Catastrophic Monitoring: Activate Catastrophic Monitoring for peace of mind, ensuring that beneficiaries receive private notifications regarding assigned assets in the event of your passing.
• Documents: Download or share your estate planning documents when ready. Quickly and easily customize and update them as needed due to changing circumstances. Preview, download, or share digitally, allowing for printing and signing at your convenience through the app.

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