We can’t predict the future,
but we can help you prepare for it.
Dani Plan Life
If something happened to you tomorrow, would your family know where to start? For many, the answer is no… and that uncertainty can add unnecessary stress to an already challenging time.
That’s where Dani Plan comes in. Our secure, streamlined system keeps everything organized in one place, so loved ones aren’t left searching through files, devices or paperwork. From trust documents to financial accounts, passwords to insurance policies and everything in between, our platform ensures your family has what they need to navigate difficult moments with clarity and confidence. And because we understand how overwhelming it can feel to gather and manage these details, we’ve made it simple, intuitive and stress-free – empowering you to start preparing today, so your family is supported tomorrow.
In addition to being a trusted tool for the future, Dani Plan Life is also a powerful resource for today – helping you store important information, stay organized and have everything you need at your fingertips when it matters most.
Why use Dani Plan Life?
Stay organized in the here and now, with your most important information accessible for everyday use.
Ensure your family can access important legal documents, like trusts and wills.
Provide clear medical directives and permissions for children or loved ones, in case of medical emergencies.
Organize financial information, like account types and contact information for key people.
Keep track of insurance policies, along with contact information for agents and providers.
Securely store identifying information, like photos of your driver’s license, health insurance card and passport.
Document monthly bills and payment methods to ensure nothing is missed.
List credit card information and customer service numbers.
Record 529 plan details, with website logins and key contacts to manage your children’s education funds.
Safeguard contracts and important documents.
