Core Planning
Essentials
FreeStart with the essentials for organizing the household.
- Core Plan Book and household records
- Basic Family Map and manual Actions
- Private attachments and data controls
Plans & Pricing
Begin with a useful free plan.
Start with Essentials for free. Plus adds advanced planning tools. Complete expands the platform as additional capabilities are released.
Essentials is free with no card required. Paid checkout is not currently open; choosing a plan does not authorize a charge.
Enhanced Access
Plus
Enhanced AccessUnlock additional planning tools and guided capabilities.
- Advanced Family Map and Action suggestions
- Reviewed Atlas guidance and saved resources
- Retirement Outlook and focused summaries
Complete Access
Complete
Complete AccessAccess the full current My Planstead planning toolkit. Future features remain marked Coming Later.
- All current Plus capabilities
- Unlimited owned households
- Future Complete features marked Coming Later
| Feature | Essentials | Plus | Complete |
|---|---|---|---|
| Dashboard, Assessment and core Plan Book | Included | Included | Included |
| People & Family and core Family Map | Included | Included | Included |
| Assets, debts, banking, beneficiaries and document references | Included | Included | Included |
| Personal Wishes and Executor preparation | Included | Included | Included |
| Manual Actions and review dates | Included | Included | Included |
| Household Plan Summary and data export | Included | Included | Included |
| Planning Library and official-resource gateways | Included | Included | Included |
| Existing private file uploads and access | Included | Included | Included |
| Household access and Data & Privacy controls | Included | Included | Included |
| Family Map advanced views | Not included | Included | Included |
| Advanced Action suggestions | Not included | Included | Included |
| Review state guidance and official steps | Not included | Included | Included |
| Saved Atlas resources and linked Actions | Not included | Included | Included |
| Retirement Outlook | Not included | Included | Included |
| NPPES professional search | Not included | Included | Included |
| FDIC / NCUA institution search | Not included | Included | Included |
| CMS Care search | Not included | Included | Included |
| Selective Household Plan Summary / print | Not included | Included | Included |
| Funeral & Memorial Budget | Not included | Included | Included |
| Enhanced secure document organization | Not included | Not included | Coming Later |
| Advanced successor / family access | Not included | Not included | Coming Later |
| Financial connections and imports | Not included | Not included | Coming Later |
| Household Intelligence and automation | Not included | Not included | Coming Later |
| Advanced professional collaboration | Not included | Not included | Coming Later |