Loved ones deserve clarity, not chaos.
Organize your important estate documents now or your family handles it later while crying and cussing you out. Let’s make it easier — for everyone — in just a week. 📆
👆 See how simple it is to get all of your information documented and organized in one place.
⏰ Done in 1 Week
DocuPlan = Instant Peace
If something happens to you after DocuPlan, 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.
DocuPlan 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 why we provide text reminders and support for up to 30 days (from Jen - a real human!) to ensure you finish what you start.
"Ask an Estate Planner"
Do I need a trust? Who should be my 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.
DocuPlan includes:
Excel and Google Sheet formats ($200 value)
4 USB drives with 2GB of storage ($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 book ($100 value)
Get to the Finish Line 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
DocuPlan 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)
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 Priority Mail 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].