Plan for the moments money alone can't fix.
Most financial software stops at tracking your assets. Asset Planet also prepares you for life's hardest events — disability, disaster, divorce, and the end of life — turning overwhelming situations into clear, organized plans you can share with the people you trust.
Four plans for the four hardest things.
Asset Planet calls them Life's Curveballs — the events that catch families off guard and leave them scrambling. Each module gives you a calm, step-by-step place to get organized before you need it, and to share the right details with family, caregivers, or advisors the instant it matters.
Death & Legacy
Leave a legacy of clarity, not confusion, for the people you love.
- Advance directives, will, and trust
- Funeral wishes and final messages
- Accounts, passwords, and asset map
Disability
A holistic plan for an unexpected health challenge.
- Medical history and providers
- Employment, coverage, and caregivers
- Home modification planning
Disaster
Your digital lifeboat — ready before a crisis hits.
- Evacuation plan and emergency contacts
- Supply inventory
- Photographic asset records for claims
Divorce
A command center for the financial untangling of divorce.
- Asset and liability division
- Child-support and legal tracking
- Post-divorce budgeting
The best time to plan is before you need to.
Every module is included in your Asset Planet subscription. Start your free trial and get the hardest things organized while life is calm.