Frequently Asked Questions

What is MyFinalPlanner?

MyFinalPlanner is a comprehensive online resource designed to help you manage the estate of a loved one who has passed away. It was created by brothers Tom and Stephen Voltz after they lost both of their parents and found that there were few if any resources for families in their position. MyFinalPlanner provides checklists, step-by-step guides, and custom tools to simplify the sometimes complex process of winding down a middle-class estate.

How much does MyFinalPlanner cost?

MyFinalPlanner is just $24.99 per month, or $0.85 a day which is less than the price of half a cup of coffee.

Do you offer a free trial?

Yes, we offer a 14-day free trial so you can fully explore and use our resources risk free, and see how much they can ease your burden during this difficult time.

What resources does MyFinalPlanner provide?

MyFinalPlanner offers:

How is the information organized?

Our resources are organized by time period after your loved one’s passing:

Each phase has its own detailed checklist and associated pre-written templates and guides.

Can MyFinalPlanner help me save money?

Yes, by providing guidance and tools, MyFinalPlanner can potentially help you save thousands of dollars in legal and accounting fees, as well as other estate-related expenses.

For example, although cremation typically costs $3-4,000, our Step-by-Step Guide to Saving on Cremation Costs shows you how to get high quality, low cost cremation from a provider near you (in the United States) for under $900.

Our tools also make it possible for many people winding down a typical middle class estate to complete the process themselves without spending tens of thousands of dollars hiring and outside executor or attorney.

Do I need any special skills or knowledge to use MyFinalPlanner?

No, our resources are designed to be user-friendly and easy to understand, even if you have no prior experience with winding down and estate.

How long will I need MyFinalPlanner?

The estate settlement process typically takes 12-18 months, and our resources are designed to support you through the entire process.

Can MyFinalPlanner help with probate?

Yes, our resources include guidance on determining if probate is necessary and navigating the probate process and completing and filing the essential probate court forms if probate is required in your case.

Can I cancel my subscription at any time?

Yes, you can cancel your subscription at any time. There are no long-term commitments required.

Does MyFinalPlanner provide information on low-cost cremation providers?

Yes, we provide information on low-cost, high quality, cremation providers nationwide as part of our resources to help you manage expenses during this difficult time. (Saving on cremation costs alone will more than pay for your MyFinalPlanner subscription.)

MyFinalPlanner provides extensive resources and guidance, but it is not a substitute for professional legal or financial advice. For complex situations, we recommend consulting with appropriate professionals.