OUR OWN PRODUCT SAAS
Beneficiary Plan
A DIY estate-planning SaaS product across web, iOS, and Android.
Record what you own, name who inherits it, and prepare the documents that go with that.
An estate plan a person keeps themselves.
Beneficiary Plan keeps an estate in one place: the accounts and property, the people who should receive them, and the paperwork that records those choices. It is a product people use themselves, at their own pace, on the web or on a phone.
Firms are served through a separate Enterprise plan, which the product routes to a sales conversation.
How it works
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01
Add the people who inherit
Name, relationship, how to reach them, and the share they should receive.
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02
Add what you own
Property, accounts, insurance, and the rest of the estate, with a share assigned to each person.
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03
Follow the plan on Home
Each document shows the steps still open and names the next one to do.
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04
Preview and share
When a document is ready, open it and share the PDF.
What the product includes
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Assets
Ten categories of property and accounts, each assignable to one or more people by percentage. The interface shows when an asset is fully assigned and when part of it is not.
- Bank accounts
- Real estate and automobiles
- Stocks, bonds, and retirement plans
- Cash and business interests
- Boats, life insurance, other property
BANK ACCOUNTS CAN BE LINKED SO BALANCES STAY CURRENT
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People
Beneficiaries are the people who inherit. A record holds who they are, how to reach them, and their share of each asset.
- Relationship and contact details
- Share per asset, by percentage
- Free accounts include up to two beneficiaries
THE PRODUCT TELLS THE ACCOUNT HOLDER THAT BENEFICIARIES CANNOT SEE THE PLAN
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Documents
The product prepares these documents from the information a person enters, in steps, with a preview and a shareable PDF at the end.
- Last will and testament
- Power of attorney, medical and limited
- Living will
- Lady bird deed
- Revocable living trust
SOME DOCUMENTS ARE JURISDICTION-SPECIFIC; A WILL NEEDS THE PERSON'S STATE ON FILE
The same plan on web, iOS, and Android.
One product, three surfaces. The assets, the people, and the documents are the same on each.
- SCREENSHOT PLACEHOLDER · WEB DASHBOARD
Web
A desktop browser dashboard with persistent side navigation and a wider view of the plan.
- SCREENSHOT PLACEHOLDER · IOS HOME
iOS
A native app with five tabs: Home, Assets, Beneficiaries, Documents, and Menu.
- SCREENSHOT PLACEHOLDER · ANDROID HOME
Android
The same product as iOS, with the same plan and the same documents.
WANT SOMETHING LIKE THIS BUILT?
We built this product, and we can build yours.
Beneficiary Plan is a product of Lightware Media Inc. If you are planning a multi-platform product of your own, a 15-minute conversation is the sensible first step.