Beneficiary Plan
lightwaremedia.com / Lightware Media Inc.
About this app
- Age 10
- Updated Jan 19, 2025
- OS IOS / Android
Editor reviews
Beneficiary Plan is a productivity-focused personal finance and estate planning app that centralizes your beneficiary designations and critical documents. Keep track of who is listed on bank, retirement, insurance, and investment accounts, plan clear distributions, and stay organized with timely reminders and secure cloud backup.
Core features include a unified beneficiary manager that captures primary and contingent designations across accounts and flags gaps or conflicts, a scenario planner to model allocation rules and contingencies before you submit changes to your institutions, and a secure document vault with encryption and permission-based sharing for family members and advisors. Simple workflows, cross-account visibility, and smart reminders help you keep plans current through life events. Ideal for users seeking a beneficiary management app for estate planning and high-efficiency personal finance.
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How to use:
1. Download the app and sign up, then complete your profile and add trusted contacts for emergency access.
2. Add your accounts by linking securely or entering them manually, and record current primary and contingent beneficiaries for each account.
3. Review the dashboard to spot missing or conflicting designations, set target allocations, add notes, and create follow-up tasks per institution.
4. Open the Scenario Planner to test distribution outcomes, set rules for minors, trusts, or charities, and export a share plan and checklist as a PDF.
5. Upload policies, statements, wills, and IDs to the vault, assign view permissions, enable review reminders after life events, and share a read-only plan link with beneficiaries or advisors.