Afterly Plan is a guided, step‑by‑step platform that helps families manage every practical task after a death — from funeral logistics to account closures — using checklists, document templates, and AI prioritization.
What is Afterly Plan?
Afterly Plan is a digital platform that organizes the immediate logistical tasks following a death, filling the gap between legal estate planning and everyday needs. It takes user input about the deceased’s affairs and produces a personalized checklist of priority tasks, step‑by‑step guides, and ready‑to‑use document templates. The platform runs as a web application and was developed by the Afterly Plan team with guidance from estate planning professionals.
Key Features
- Step‑by‑step guides — Separate guides for funeral, probate, and basics cover essential phases with clear written instructions.
- AI task prioritizer — Premium feature that analyzes your situation and tells you what to do today, reducing decision fatigue.
- Full interactive checklist — Over 200 tasks organized by phase, available only on the Premium plan.
- Document templates — Ready‑to‑use templates for notifying banks, Social Security Administration, IRS, and other institutions (Premium).
- Bills, contacts & time trackers — Track outstanding bills, important contacts, and time spent on estate tasks (Premium).
- Family collaboration — Invite family members to work together on the same plan (Premium).
- Personalized plan — Premium plan tailors the checklist and priorities based on your specific answers.
- Bank‑level encryption — Data encrypted at rest and in transit; a privacy‑first policy (no data sharing or selling).
- Sharon FAQ assistant — Free feature: a compassionate chatbot that answers common questions.
Who is it for?
- Executors (like Karen W.): They can follow a clear sequence of steps to close out the estate, from notifying banks to filing final paperwork.
- Spouses (like Linda M.): They receive clarity on where to start when overwhelmed, with prioritized tasks that reduce guesswork.
- Siblings or other family members handling affairs: They can collaborate on the Premium plan to distribute responsibilities and track progress.
What can you do with Afterly Plan?
- Organize funeral and memorial planning: Use the step‑by‑step guide to arrange services, notify relatives, and manage obituaries.
- Notify institutions of death: Access document templates for banks, SSA, IRS, insurers, and subscriptions to ensure timely cancellation.
- Track progress and priorities: The free version shows your next 3 priority tasks; Premium reveals the full 200+ checklist ordered by urgency.
- Manage passwords and accounts: The platform’s focus on passwords, bills, and accounts (stated in the intro) means users can log digital accounts and ensure they are closed or transferred.
Pricing
Afterly Plan operates on a freemium model. The Free tier costs $0 forever and includes step‑by‑step guides, next 3 priority tasks, progress saving, and the Sharon FAQ assistant. The Premium tier costs $9.95 per month and adds the full interactive checklist (200+ tasks), AI task prioritizer, all document templates, bills/contacts/time trackers, family collaboration, and a personalized plan. Cancel anytime with no long‑term commitment. Start free at afterlyplan.com/auth or see what’s included at afterlyplan.com/guide.
FAQ
Is Afterly Plan free to start?
Yes. You can sign up for the Free tier with no credit card required. It includes guides, your next three priority tasks, and the Sharon FAQ assistant.
