Software

Helping Everyone, Everywhere, Who Earns An Income, Pays A Bill Or Dreams Of A Better Tomorrow ™

Starting Today, Change Your Tomorrow ™

Financial Forecasting software that can change your life is a bold statement, how is that possible? People who plan are typically more goal focussed and the same goes for being organized. If you aspire to becoming successful in life, you must plan because “hope” is not a strategy. Our web and app-based service software allows users to match their financial goals with a plan, and much, much more.

Sample Benefits

Designed by Financial Planning Experts to make advanced software accessible for how real people act and think for organizing their finances, planning goals, and preparing how to take care of themselves and family. Years of labor went into this software, and thousands of lines of code were dedicated to our company mission of “helping people improve their financial lives”. Real-world benefits include hundreds of drop-downs and pre-populated choices to ease the process of entry and improve accuracy… A dream is just that if you don’t pursue it. A goal is part of a plan, and Asset Planet has made this process easy while remaining flexible for individualization. Extreme math goes into planning financial goals. For example, “I want to retire by 63 and move to another state” requires thousands of calculations for our users to see what is needed to be achieved. “I want to be debt free” is another one of our Goals that took months’ worth of coding.

Asset Planet has made this process easy while remaining flexible for individualization. Extreme math goes into planning financial goals, and we show results and methodology. For example, “I want to retire by 63 and move to another state” requires thousands of calculations for our users to see what is needed to be achieved. “ I want to be debt free” is another one of our Goals, but it took months’ worth of coding.

Asset Planet can be accessed from anywhere in the world with an Internet connection and a browser or offline using our Apps. Easy login and multiple levels of security options make our software a good match for people who appreciate the subscription model of using online. Web-based allows us to roll out constant updates and other methods for improving our user experience.

We completely agree, so we designed some awesome apps that work together or alone. We believe our offering and features to be a first for the financial planning industry. Work offline to update a budget, asset, income source, and more. See results instantly from the cross-link app feature or integrate into the desktop version for those with a web-based subscription. Additional features include two-way notifications between users and professionals and other advanced forms of seamless integration.

Left to Right, Top to Bottom, ignore non-important items and add details for those relevant to you. If a user follows this simple process, they can have advanced reporting and features within the first day of use. By design, our software pre-populates or hides fields based on your choices. Hence, our users still have control over granularity for those who appreciate details and maximum accuracy in their forecasts.

Asset Planet has designed an entire process so that a loved one has a highly detailed step-by-step process planned out by the family leader. An example of a single feature that can change people’s lives is our module to address death or incapacity. Asset Planet users are people who plan and take care of themselves and often others. With one unique login, a survivor will get access to a portion of the plan with everything detailed by their loved one (our client). The step-by-step process goes from video messages and checklists to auto-sending e-mails and addressing other vital concerns. Created by our lead designer to care for his wife, friends, and professionals.

We broke apart our planner into modules to simplify the process.

Our dashboard view is fantastic and, in a single page or two, gives users a summary plus support details. Snapshot view of multiple goals and their progress, summary of Assets, Income, Monthly Savings Ability, Budget, Debt, Net-Worth. We have also included a unique summary for liquidity, which calculates how much is accessible today and the estimated taxable or penalty effects of such a decision. Dashboard will also show users Observations created by our program to alert them of opportunities to investigate.

We agree, so we don’t sell clients’ info. We primarily rely on subscriptions and not advertising to generate our revenue. We take this seriously and learn more. We charge for our software as a service and don’t sell client data or information to 3rd parties. Our pricing is a feature because we made it highly accessible for consumers on cost plan choices, and professionals will be getting more features for less money than they may be accustomed to. Privacy is a feature because we are very strict about who we give access to and the types of information we gather. To address this concern, we created a unique feature for professionals to share clients’ info as a team (e.g., CPA, Advisor, Insurance Agent, Lawyer), but the client has to approve each new person getting access to their information. The client or point person can also delete access to users.

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Death Legacy Protection

Plan Creators learn more

Trusted Individuals learn more

Everyone dies. it's not If I Die it's When I Die. Deniable of these facts often lead to poor planning and if that person is is you then it's time to change.

Those of action care about leaving a positive legacy for those friends, family and loved ones that are left behind.

How did your planning reduce stress and chaos following your death? How will you be remembered for the care you took to make it easier for others?

Stop thinking and take actions. Asset Planet module for Death Legacy Protection is an easy to use and valuable program that costs less than some people spend on coffee. No excuses- low cost and easy to use.

Top Questions Faq

I already have a Trust and other legal documents how can this site help me?

If you have recently completed or reviewed import documentation such as a Trust or Health Directives, then you are already ahead of most people. You are the type of person the Death Legacy Protector was built for. Asset Planet created this incredibly easy, but deeply detailed checklist driven process that contains multiple features. One of those features is the built-in secure 2FA file sharing system accessible from anywhere in the world with Internet condition and the ability to remember either of these websites- iFiDiE.com or WheniDie.com. Any device using Apple or Android. You have probably spent hundreds, if not thousands, of dollars for professional legal services for your documents. Why not spend $24.95 for one month to see if the Death Legacy Protector lives up to its name and helps compliment the work you have already begun. Buy now and lock-in special 1^st year price, lock-in guaranteed lowest price on renewal, and extra features offered for free for special promotions.

Advanced Health Care Directives, Will or Trust. What do I need and why- keep it simple.

Advanced Health Care Directives (ACHD) should be created by every adult who has opinions on how their body should be treated in a medical emergency. Each state is different, and some health insurance companies offer their ACHD form for free. Estate professionals often include the ACHD in their services when creating a Trust. Once you have completed an ACHD you need to make it accessible to people you care about, and to those that care about you. The Death Legacy Protection module made this document highly accessible within our program, should it ever be necessary to access by anyone you authorize, anywhere in the world, with the internet and these websites- iFiDiE.com or WheniDie.com

Will and Trust – Many financial institutions do not recognize a Will as a legal document versus a Trust. For this reason, we recommend everybody of legal age have, at a bare minimum, a Will and, whenever possible, consider the added benefits of a Trust structure. This often involves a conversation between client and legal professional along with investment advisors. Sometimes a client may choose the DIY route with assistance of a 3^rd party web-based solution. Subscribers to our Death Legacy Protection module can easily share these documents with those they choose using our file management dashboard.

Asset Planet company does not offer tax or legal services, but our members, at their choosing, can get introduced to various online or in-person services. Often these introductions to 3^rd parties will include special discounts for being a subscriber to Asset Planet.

This is serious stuff how do you protect my information.

The Importance of Privacy and Security

Asset Planet takes your security extremely seriously. With industry-leading technology and security, your data is safeguarded. We at Asset Planet are aware that you are entrusting us with some of your most sensitive data and documents and we will never sell or disclose your information. Our business model is not you or your data. We make every effort to safeguard and secure your information because we know your information belongs to you alone, and you are the only one who can decide with whom to share it.

Securing your data starts at login

The moment you enter your username and password, we have already started our security processes. Every Client must have a unique username, password and utilize Two-Factor authentication (explained below) with every login. We implement tokenization (also explained below) to secure the API used to send you the One Time Passcode (OTP) that you enter after your username and password. The token is never stored in the database. It is impossible for data to be read or written without this process being completed.

But we don’t stop there…

We match the token issued to you with your username, password, device AND location. If all four of those do not match with the initial creation of that token, it automatically expires, logging everyone out and preventing any data from being read or written.

Wait, there’s more…

Our servers cannot be hacked. We have implemented a serverless platform which renders this as an impossibility. We partner with the best in the business, Amazon Web Services (AWS). Your data cannot be accessed without AWS credentials so we use multi-factor authentication with Amazon Web Services, we safeguard our root user credentials, we implement permission boundaries to delegate permissions management within the account AND only whitelisted IP addresses are even able to access AWS. All of this is to safeguard your data.

There is only one thing left…

We are experts in security, but we do need help from you. We need you to use a strong password, never share it with anyone, and change it often. That’s it.

With these measures in place, you can be sure your data is well safeguarded.

Access to your information

Beyond a small set of information required to help personalize actions and reminders (for example, activating confirmation emails) and restricting access to your account in an emergency (for example, limiting or removing a Delegate’s access), our stringent internal policies prevent any Asset Planet employee or administrator from gaining access to your account.

Two-factor authentication

With every log-in to Asset Planet by you or a Delegate appointed by you, we will send a special One Time Passcode to the mobile number associated with the log-in that must be provided to gain access. The One Time Passcode ensures nobody will have access to your account, even if your username and password were compromised.

Aliasing/Tokenization

Asset Planet uses tokenization (also known as aliasing) to protect member information which is a process that removes sensitive data from Asset Planet servers and replaces it with a corresponding token. This is an additional step we use to keep sensitive information protected and separate from your account.

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How do you prevent some trusted individual from changing my final wishes

Once the Death Legacy Protection has been activated, past the fail-safe time, then their various parts of the program become locked into view-only mode and cannot be altered. These include audio/video and personally written instructions.

I have friends with bad sense of humor, or bad information, and trigger the death announcement pre-maturely, what fail safe do you have for preventing.

Plan Creators have the choice of delaying the activation completion by a few hours to a full day and the program refers to a fail-safe delay. Within that time, they will be contacted by the automated system within the Death Legacy Protection module and given opportunity to over-ride and stop the process. Currently we use SMS as email-based solutions for notification.

Are you selling my information and personal data.

No we don’t, here is our privacy policy for detailed information. If our clients leave any site controlled by Asset Planet then we are no longer in control of what our user is exposed to, but our policy is to use client data internally to serve our subscribers, and subscribers choose if they want to inquire about additional products or services from 3^rd parties.

Explain Price Guarantee and other bonus sign-up promotions

Promotions are temporary and can be changed at any time but if you lock in a promotion or benefit at the time of purchase then Asset Planet honors that original bonus. Example; price lock on renewals means next year the price listed on the agreement is the price you get even it prices for newer subscribers has increased. Example; Unlocking full features on our other apps and other programs is based on each promo but we are highly sensitive to giving the maximum value for your subscriber dollar and so inclined to give many bonus opportunities for those using the program. You should expect more benefits not less, please support the community through referrals and renewals. Here is a link to current promotions for becoming a new subscriber today and not delaying.

Why don’t I just avoid your software and share folders, docs and other collaborative tools.

Agreed it is an easy low-cost solution to build on your own. Is it easy to access and remember for everybody else? For example are your friends and loves ones more apt to remember 192.168.11.49 or these websites- iFiDiE.com or WheniDie.com. Quite simply, during times of chaos you don’t want people having tech headaches which is why we made the software and important documents accessible, on any device, anywhere with Internet, all protected by 2FA and other security. The type of person smart enough to ask this question is also someone this program was created for. Look at our multiple features and solutions Asset Planet offers in the Death Legacy Protector, in addition to file sharing, and we believe you will see great value in such a low-cost pricing of only $24.95 a month. Lock in subscription now for low-rates on renewals and other benefits.

What is Asset Planet and how are they involved in the Death Legacy Protection Module.

Do you Offer Free Trial or Money Back Guarantee.

Asset Planet does not offer free trials because we price everything very affordably to start. A member may cancel at any time and utilize subscriber benefits for the remaining period of the month or year. Some promotion coupons may include the opportunity to start with monthly and upgrade to yearly at maximum subscriber savings, so that each subscriber feels they got the best deal while also being given the opportunity to decide which contract is best for their needs.

Features

Landing Page

How can a landing page be a feature? When you base it on empathy and understanding that people might be going through one of the most traumatic experiences of their lives and how the first words they read convey – “It will be OK, there is a process in place, and you have been taken care of - here are the next steps”.

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Checklist

For Plan Creators the checklist functions as a scorecard reflecting those items yet to be completed or reviewed by each user. For Trusted Individuals the checklist functions as a dashboard to reflect those items in various states of completion or in some cases greyed-out to reflect they are of no concern to this particular Plan Creator. Sometimes simple items like this greyed-out feature can reduce stress because people are less confused if this is an item of importance or of no concern.

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Emails and Texts to Send

as mentioned in audio/video messages (feature step 2) the Plan Creator can choose to leave a custom message to one or more groups and to have that message delivered via email or SMS text. The program designers included the ability for all users to see how many emails are sent, rejected and details like when opened. These added abilities should help reduce wasted time with follow-ups and potentially more phone calls. This is another reason to make sure you allow emails from Asset Planet to go into your inbox not junk/spam.

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Personal Instructions

The designers of this software solution have decades of experience in financial wealth management and helping people, and they believe it was critical for a Plan Creator to create and possibly amend personal notes. These notes are the types of items that might not be in a Will or Trust and can highly personal, secretive, or simple instructions. That favorite collectible item you didn’t mention in a Will or Trust but feel the need to use a Personal Note for added clarity, this small note might help reduce bickering amongst those in conflict over such items. Personal notes might range from added care of a pet, or something salacious such as having a secret family. Personal Instructions is another tool to help Plan Creators communicate their wishes and their intent to those they leave behind when they die.

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Contact List

This web-based program does not worry about operating system or device types so that you may access anywhere and retrieve contacts relevant to the Plan Creator. This is a simple, yet complicated, functionality of our program as each contact added can be assigned a certain permission group or role by the Plan Creator. Each contact also can have fields to denote their profession and if they are part of a Trusted Team. Example one group might be pickleball friends, another group college buddies, or a contact can be listed as a lawyer-cpa-financial expert, and more. By creating this contact list feature Trusted Individuals can quickly and easily assess who are those people on the “Trusted Team” and what notes did they leave, or interactions have they posted. Care and Collaboration help reduce chaos and lead to better outcomes for a difficult situation.

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Important documents

This is another simple but critical feature to have in a program to maximize collaboration. There are variety of ways to store data and the idea was to simplify by allowing our global server farm to house and back-up the data, thereby making it accessible with anyone authorized by Plan Creator as a Trusted Individual. Except for Advanced Health Care Directive important documents are not accessible to anybody other than those with certain permissions and still must be authenticated using 2FA SMS text. Early access is not available for Trusted Individuals to insure the secrecy of its contents and intent by Plan Creator. Only once the plan has been fully activated will this area and its contents be viewable by Trusted Individuals. Document examples include insurance policies, wills, trusts with birth certificate, deeds, divorce or civil settlement, misc. legal papers, scanned copies of personal letters, receipts, and much more.

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Passwords

We live in a digital age and accessing information often requires passwords. The Plan Creator might leave nothing on this subject, maybe a few handwritten items, or very detailed listings. Plan Creators might choose to link to a third-party password manager or leave a password protected PDF. The myriad of choices is many and this program feature allows for an easy repository or gateway for password accessibility after death. The Passwords module is only accessible via 2FA code sent to phone via SMS, and only upon plan activation so that privacy is insured while the Plan Creators are alive.

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Assets and Liabilities

this program feature is pulling information found in Asset Planet the software for Organizing Planning and Protecting. The death module is part of the 4 D’s of the Asset Planet program- the others being disability, disaster and divorce. The death module is retrieving information found in Assets and Liabilities and that information was either hand entered and updated manually by Plan Creators or automated depending on features chosen by Plan Creator. If a third-party program was utilized to retrieve banking information from various financial institutions is needed for automation.

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Litigation List

Is not applicable to each person that dies but having the ability to convey details of pending litigation might be very beneficial to those the Plan Creator leaves behind. If the person that died spent years fighting for their day in court, then they would want those left behind to gain access to the maximum amount of information, so that they can pursue the case to benefit those chosen by the Plan Creator. Knowing that a Plan Creator is not losing a litigation case because they didn’t share notes and details is an honest comfort for many people as it addresses the need to not feel like a victim. The opposite can also be true if the Plan Creator is in litigation against them, and they would want the maximum information available to the Trusted Individuals so that they can find ways to protect the estate in civil court.

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Failsafe Timer

The Plan Creator can specify a timer delay allowing them the ability to override anyone of the Trusted Individuals that might have triggered program. This delay can be anywhere from several hours to 1 day. Why did we create this feature? Because we tried to think of all the details and possibilities sometimes include a friend with a poor sense of humor who thought it might be funny to tell everyone you died (probably not the person you want as a rusted Individual). What happens if someone received incorrect information and you are not dead but were missing unreachable in an area with no phone or internet service. Our goal is to reduce stress and we believe this small, but important, feature helps Plan Creators sleep easier.

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Bills To Pay

depending on the features chosen and paid for in the Plan Creators subscription this information may be hand entered by Plan Creator or ported in using a third-party service to log-in and retrieve banking information. Often, one of the most pressing concerns for friends and loved ones is how to pay bills for the deceased and which ones are coming up. Added features might also denote which bills are paid auto-pay from a bank account or credit card, along with other details that may prove to be helpful.

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Burial Expense

if the Plan Creator has chosen to pay or earmark certain instructions relevant to their burial or ceremony it can be found in this feature. Details include; Name of facility, location, items paid for, when paid, how much total, name of funeral home director, and personal notes. If The Creator has populated these fields, then address and name of funeral home can be auto-populated into email details for notification of groups

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Location of Personal Items

OK, we are not talking about buried treasure! -- - or are we? The point of this program feature is for the Plan Creator to be given an opportunity to list personal items that might not be found on a balance sheet. Comic books, gold bullion, heirloom jewelry, collectible car stored in friends garage, are all potential candidates for secrecy and a desire to list separately.

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Death certificate

URL might have been populated by Plan Creator to reflect the county in which they currently reside. There is no automation to this process and the program cannot order death certificates on behalf of anyone.

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Legacy Wall

A digital wall of positive legacy being shared amongst those people important to the decedent. A simple and easy online tool for people to embrace with words, and pictures the positive memories they have experienced with this person they cared about and recently died. Contributions are extremely simple for everyone because it is free, accessible from any internet connected device, requires no passwords or confirmations to login. Users are given a private link and can leave their thoughts using their full name or abbreviated name.

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Audio/Video message

Plan Creators can leave one or more custom messages in audio or video format, and they will be attached to emails to each custom group chosen by the Plan Creator.

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Serious

These can be highly serious and deeply confidential messages and the people who created this program realized the importance of potential grief counseling and other emotional support. Third-party professional services that are skilled in such important, yet delicate matters are available as part of our expanding service network. Plan Creators can also record these messages from any location they appreciate and can be uploaded at their convenience.

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Lighthearted

Messages don’t need to be serious they can also be fun and silly including the use of third-party provider http://Cameo.com where celebrities and other people of interest leave custom messages for the departed and their target group. Can you imagine the sendoff message for a KISS superfan to have Gene Simmons say your last words.

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Plan Creator

Messages can be easily updated by Plan Creator and only viewable by others upon plan activation. The Trusted Individuals cannot alter the Plan Creators messages after death so that their wishes and intentions are protected. The messages are locked and ready to be sent as attachments or web URL posting for those individuals assigned by a group by the Plan Creator.

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Subscriber Community – each subscriber will actually be part of a community where they can find resources, they might need to help improve their financial lives. Thes benefits might consist of discount coupons for using a 3^rd party service chosen by the client. Articles that are curated for a need is appreciated to make each persons life easier to find the information they want. Examples might include tips for estate planning.

Features + – All subscribers to the Legacy module from Asset Planet will be entitled to special benefits for new programs being developed by Asset Planet. Think of this as early adopter and thanks from the Founder. Thes benefits might include price lock guarantees, free programs, or reduced special pricing. Other benefits might include access to our mobile apps premium features for no cost, (programs and benefits subject to change)

Pricing

$ 24

Monthly

Access to all stages and features of legacy Module
Onboarding initial process for images, pictures, document storage/retrieval
Access to all stages and features of legacy Module
Advanced Permission set for access to specific sections
2 FA authentication and other security features
Secure auto-retrieval Financial Information Assets & Liabilities'
Accessible anywhere with Internet connection. Apps iOS and Android + web
Tip and Pointers blog and other internal sources
Discount coupons for internal partners
Complete Privacy - we don’t sell client information
Support Self-help and 30 day email priority support
Early Supporter Club free-Asset Planet modules and other benefits*
Access to templates and other tools
up to 1GB storage
1st year email & DIY support
* current promotion - price lock for 1 year first renewal, Inventory app deluxe $9.95 yr waived for free, . Debt Payoff App free. Special pricing/benefits are available at time of purchase and subject to change in future without notice.
Coming Soon: Assets Liabilites App, Budget App,

Popular

$ 14

Monthly

Access to all stages and features of legacy Module
Advanced Permission set for access to specific
2 FA authentication and other security features
Secure auto-retrieval Financial Information Assets & Liabilities'
Accessible anywhere with Internet connection. Apps iOS and Android + web
Tip and Pointers blog and other internal sources
Discount coupons for internal partners
Complete Privacy - we don’t sell client information
Access to templates and other tools
up to 1GB storage

$ 249

One Time

Access to all stages and features of legacy Module
Onboarding initial process for images, pictures, document storage/retrieval
Access to all stages and features of legacy Module
Advanced Permission set for access to specific sections
2 FA authentication and other security features
Secure auto-retrieval Financial Information Assets & Liabilities'
Accessible anywhere with Internet connection. Apps iOS and Android + web
Tip and Pointers blog and other internal sources
Discount coupons for internal partners
Complete Privacy - we don’t sell client information
Support Self-help and 30 day email priority support
Early Supporter Club free-Asset Planet modules and other benefits*
Access to templates and other tools
up to 1GB storage
1st year email & DIY support
* current promotion - price lock for 1 year first renewal, Inventory app deluxe $9.95 yr waived for free, . Debt Payoff App free. Special pricing/benefits are available at time of purchase and subject to change in future without notice.
Coming Soon: Assets Liabilites App, Budget App,

Popular

$ 149

Annually

Access to all stages and features of legacy Module
Advanced Permission set for access to specific
2 FA authentication and other security features
Secure auto-retrieval Financial Information Assets & Liabilities'
Accessible anywhere with Internet connection. Apps iOS and Android + web
Tip and Pointers blog and other internal sources
Discount coupons for internal partners
Complete Privacy - we don’t sell client information
Access to templates and other tools
up to 1GB storage

Cancel anytime

Cancel anytime no pro-ratio refunds for any time remaining on a month or yearly subscription. Very simple

Testimonials

An elegant an easy solution that my clients appreciate.

This Legacy Module could have helped our family but I'm glad that it now exists for others.

What is the point of success without taking care of my loved ones ? This program was easy and my whole family is now involved

I have seen people is hospice care still denying their death or others given grave news and still fail to plan. I'm hopeful this program will reduce unnecessary suffering.

We took decades of experience and crafted that knowledge into this easy-to-use Legacy Module.

Helping Everyone, Everywhere, Who Earns An Income, Pays A Bill Or Dreams Of A Better Tomorrow ™

Starting Today, Change Your Tomorrow ™

Sample Benefits

Real World

Goals and What If's

Web Based

App Suite

Linear Layout

WhenIDie.com

Module Based

Dashboard

Privacy

Inventory and Collectibles

Dine In / Dine Out

Budget

Net Worth

Loan Payoff Calculator

Income

Goals

Social Security

College Planning

NEWSLETTER

Credit and Loan Payoff Calculator

Summary Returns Multi Indexes

Depreciation Calculator

Rental Property Investment Calculator

Death Legacy Protection

Top Questions Faq

Features

Landing Page

Checklist

Emails and Texts to Send

Personal Instructions

Contact List

Important documents

Passwords

Assets and Liabilities

Litigation List

Failsafe Timer

Bills To Pay

Burial Expense

Location of Personal Items

Death certificate

Legacy Wall

Audio/Video message

Serious

Lighthearted

Plan Creator

Pricing

Death Legacy Protector

Death Legacy Protector

Death Legacy Protector

Death Legacy Protector

Cancel anytime

Testimonials

Inventory and Collectibles

Key Features

Dine In / Dine Out

Budget

Net Worth

Loan Payoff Calculator

Income

Goals

Social Security

College Planning

Credit and Loan Payoff Calculator

Depreciation Calculator

Rental Property Investment Calculator

Software

Software

Software

Software

Software

Software

Software

Software

Rebalance to Model

Summary Returns Multi-Index