Skip Months of Paperwork:
100+ After-Death Tasks Handled in One 3-Hour, $500 Consultation
We help individuals and families get their
Before a Loss
We help families lock down devices to keep everyone safe:
Protect against scams by scrubbing your personal data from the web and blocking unknown calls/texts
Monitor credit activities, alerting you to credit hits and suspicious purchase attempts
Manage passwords and secure online accounts with two-step authentication
Automate financial tasks and organize important identity, financial, healthcare and insurance documents
After a Loss
We help families lock down devices to keep everyone safe:
Protect against scams by scrubbing your personal data from the web and blocking unknown calls/texts
Monitor credit activities, alerting you to credit hits and suspicious purchase attempts
Manage passwords and secure online accounts with two-step authentication
Automate financial tasks and organize important identity, financial, healthcare and insurance documents
🔎
When someone dies, people need answers–not a scavenger hunt.
Handle it now or your family handles it later while crying and cussing you out.
Let’s make it easier — for everyone — in just a week. 📆
⏰ Done in 1 Week
Emergency-Ready Package
If something happens to you after this, your family won't be lost.
"If I died tomorrow, my family would be lost."
"I don't trust online security with my logins and personal IDs."
"I'm afraid family is going to argue if I don't spell out my wishes."
"I know I need to do this but just don't make the time."
Leave no stone unturned with our comprehensive Excel & Google Sheet that documents your key information
Give family or executors access to a documentation vault with passwords and key account info
Store your DocuPlan and important physical documents in our Legacy Lockbox fireproof case.
Emergency-Ready Package includes:
Data storage and task tracking spreadsheet
4 USB drives for securely sharing spreadsheets
Legacy Lockbox fireproof document storage case
"I had my legal docs done, I just needed accounts, logins and other wishes documented for my family. DocuPlan was exactly what I needed."
Michelle Jackson
Sacramento, CA
And lifetime access to these critical support tools:
Accountability Partner
ensures you finish tasks with texts from a real human!
"Ask an Estate Planner"
database of 500 commonly asked questions & answers
Crisis Response Playbook
checklist for your family customized to your situation
Legal & Financial Checklist
who needs what access
Family Conversations
a guide for how to have the tough family conversations
Discounts & Offers
on photo book and digital memory archiving tools
Accountability Partner
DocuPlan doesn't work unless you finish it! That's wy we provide text reminders and support for up to 30 days (from a real human) to ensure you finish what you start.
"Ask an Estate Planner"
Do I need a trust? Who should I choose as an executor? Get access to our database of 500+ commonly asked questions & answers.
Crisis Response Playbook
How should your family respond in case of crisis? Use this comprehensive playbook and customize it to you and your family's wishes.
Family Conversations
Who gets custody of the kids? What age should children get an inheritance? Use our interactive guide that will coach you on how to have the tough family conversations.
Legal & Financial Checklist
Give your loved ones a quick reference to understand the specifics of who has permissions and access to various online, banking and investment accounts.
Discounts & Offers
All DocuPlan customers get access to a variety of offers from our partners. Categories include: photobooks, password management, online security.
Emergency-Ready Package includes:
Spreadsheets in .xls and Google Sheet formats ($200 value)
4 USB drives with 2GB of storage each ($50 value)
1 Fireproof document storage case ($60 value)
Plus these support tools:
Ask an Estate Planner Q&A vault ($1,500 value)
Customized Crisis Response playbook ($100 value)
Get to the Finish Line accountability texts ($80 value)
Legal & Financial Access Checklist ($40 value)
Family Conversations Guide ($50 value)
Discounts & Offers ($300 value)
Total package value: $2,300
A One-Time Payment of
$197
includes free shipping and a 100% money back guarantee.
Yes you read right.
If for any reason you're dissatisfied with your purchase, we offer a no questions asked money back guarantee. Just email [email protected] and we'll get back to you with confirmation of your refund. We can offer this because we know the immense value DocuPlan provides and the care behind the service and customer support we provide.
Their money back guarantee made it a no brainer to try. I'm so glad I did.
Heather K., Birmingham, AL
Order Form
$197 includes free shipping within the continental US. All orders ship UPS Ground within 24 hours.
💳 Satisfaction Guarantee
If you're unsatisfied with your purchase for any reason, email us for a full refund.
🔐 Security & Privacy Policy
All personal information you submit is encrypted and secure. We will not share or trade online information that you provide us (including e-mail addresses).
💻 Customer Support
Team DocuPlan is here to support you every step of the way. Questions? Email us at [email protected].
3 Payments of
$179
A One-time payment of
$479
*One-time payment bonus is 1 hour of consulting to customize your spreadsheet in any way you may need.
Are you a GenX child of a Boomer?
Prevent financial loss with scam protection and daily money management
We help families lock down devices to keep everyone safe:
Protect against scams by scrubbing your personal data from the web and blocking unknown calls/texts
Monitor credit activities, alerting you to credit hits and suspicious purchase attempts
Manage passwords and secure online accounts with two-step authentication
Automate financial tasks and organize important identity, financial, healthcare and insurance documents
We implement online and offline tools to keep your personal and financial data safe
Additional layer of email, text and phone call filtering, beyond built in filters
All important documentation organized in case of incapacitation or death
Daily money management portal so you always have a high level view of your finances
Fireproof physical organizer of important documents
If something were to happen to you tomorrow, would your family be prepared to manage your home, possessions, online accounts, finances, and medical or end of life wishes? We prepare both online and offline document organization for families to have peace of mind during difficult times.
Digital executor services - organization of online assets
A digital executor is a trusted individual responsible for managing your digital life after you pass away or assisting with the digital affairs of a loved one who has already passed. We ensure a seamless and secure process to carry out your wishes for how these digital assets are preserved or destroyed.
Automate ACH deposits, bill pay & tax document prep
Managing finances can be a daunting task, especially for elders, busy individuals or families juggling multiple responsibilities. We automate ACH deposits, bill pay, and tax document preparation to significantly ease this burden and ensure timely payments and no transactions are missed.
Reduce worry of phone, text and email scammers
Scrub your personal information from online databases
Don't let companies exploit your personal information. Data brokers collect your personal information and profit off it at the expense of your privacy. Let us help you take back control of your data, reduce spam, and prevent scam attacks by opting you out of their databases automatically.
Opt-out of solicitation calls & filter unknown senders
Enter and regularly verify do not call/text registries and install apps that filter unknown senders so their texts are sent to a separate folder and you don't receive notifications from them. This is similar to the Junk folder in email.
Setup filters and monitor for email scams
Our system pre-filters email for scams, beyond what the typical Gmail, Outlook or Yahoo spam filters pick up. We manually review each spam report to verify it's legitimacy. Marking these senders as spam over time cleanses the inbox and makes the process go faster over time. Depending on your needs we can set up a variety of filters that keep the inbox just to messages from friends, family and healthcare related items.
Password management and documentation of online accounts
Complete listing of all accounts and logins
It may sound grim, but how easy would it be for your relatives to find all of your online assets when you pass? One of our most valuable services is creating an inventory of all your important online accounts: financial, healthcare, business-related, email, tax, etc., along with the setup of password management.
Setup of secure management of passwords
Keeping track of passwords can be difficult for all of us. We have a variety of ways to set up password management and will customize to your needs. Our most secure system that allows family sharing is completely online, but if you and your family member prefer a paper system, that can also be accomodated.
2-step authentication setup for family members
2-step authentication can be difficult when it's hitting devices where someone may not be available to provide login codes. We set up systems that allow secure transfer of codes without waiting for family members to respond.
Set up controls for online spending
Set up alerts for large purchase attempts
Don't let companies exploit your personal information. Data brokers collect your personal information and profit off it at the expense of your privacy. Let us help you take back control of your data, reduce spam, and prevent scam attacks by opting you out of their databases automatically.
App Store download approval required for mobile devices
Elders sometimes have difficulty tracking paid app downloads and the fees associated with them. We set up Family Sharing controls that sends an approval notice you when your family member attempts an app download. We also provide monthly reports of all paid app downloads.
Freeze and Monitor Credit Activity
Freezing credit is a great way to lock out scammers and prevent fraudulent activity on your accounts. We set up alerts when someone tries to open a new credit card and when there's been a large purchase on credit cards.
Who needs DocuPlan?
Seniors and Older Adults
Adult Children Managing Aging Parent’s Affairs
People in Life Transitions
Busy Professionals
High Net Worth Individuals
Small Businesses Owners
Frequent Travelers
People With Disabilities
Individuals Who Lack Time/Skills For Personal Paperwork
Get easy to use tips on keeping your money and data safe:
Set up controls for online purchasing
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Scrub your data from online databases
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Freeze and Monitor Credit
Get alerts when someone tries to open a new credit card. Get notified when there's been a large purchase on credit cards.