My Banyan Features and Benefits
My Banyan offers seamless life organization with intuitive task tracking, secure document storage, and comprehensive management tools.
Try My Banyan free
My Banyan Features and Benefits
My Banyan offers seamless life organization with intuitive task tracking, secure document storage, and comprehensive management tools.
Never Miss a Beat: My Banyan Keep
Your Life's Rhythm in Perfect Sync
Never Miss a Beat: My Banyan Keep Your Life's Rhythm in Perfect Sync
My Banyan is the most comprehensive life organizing tool on the market, designed to simplify and streamline the management of your essential documents and tasks. Here’s how My Banyan enhances your everyday organization.
Organized Dashboard for Effortless Access
The My Banyan Dashboard is intuitively designed, providing a centralized location to manage all aspects of your life. Each branch, or area, is organized for easy access of different topics, ensuring that documents and information are readily available and easy to add.
Finance: Keep track of your financial records and plans with ease.
Health: Securely store and access health information.
Family: Organize essential family documents and keep them accessible.
Pets: Maintain records for your pets’ health, care, and more.
Senior Years: Plan comprehensively for later life stages.
End-of-Life Preparations: Organize critical documents for end-of-life planning.
Estate Plans: Manage and access your estate planning documents.
Insurance: Keep all your insurance policies and related information in one place.
Pets: Maintain records for your pets’ health, care, and more.
Senior Years: Plan comprehensively for later life stages.
End-of-Life Preparations: Organize critical documents for end-of-life planning.
Estate Plans: Manage and access your estate planning documents.
Insurance: Keep all your insurance policies and related information in one place.
Assets Summary: Your Financial Overview at a Glance
Introducing the ASSETS SUMMARY feature, an automated spreadsheet that updates in real-time as you enter asset value information. This dynamic tool automatically calculates and compiles all your asset values, giving you a comprehensive overview of your financial standing. You can easily review your total asset value, download the summary as an Excel spreadsheet, and share it with trusted advisors or family members for informed decision-making.
More Than Just Legal Documents
My Banyan is not limited to legal and financial documents. In the “My Family” branch, you can also meticulously track your ancestry and keep cherished family stories, traditions, and photos. Beyond documenting genealogical information from sites like Ancestry.com , My Banyan allows you to store oral histories, family tree documents, and the locations of significant family records. This tool provides a dedicated space for preserving your family's legacy without relying on an attorney or CPA. When family matters, My Banyan helps you remember and celebrate your heritage.
Exclusive Resources and Support
My Banyan offers FAQs, technical email support, and video tutorials to help you make the most of your organizing tool. Subscribers also gain access to exclusive checklists and articles, providing additional guidance and insights.
Stay Ahead with Timely Notifications
Benefit from proactive notifications about expiring documents such as passports, insurance papers, and more. My Banyan keeps you informed, ensuring you never miss critical deadlines and helping you stay on top of your responsibilities.
Comprehensive Report Generation
My Banyan’s reporting system is highly organized, allowing you to generate reports by compiling records within topics. These reports are saved automatically in the REPORTS location. Share these reports with trusted members or your Inner Circle, download them, or delete them as needed. Easily manage your reports through the "Reports" link in the left menu.
Additional Benefits of My Banyan
These are just some of the benefits you’ll enjoy with My Banyan. As the most comprehensive life organizing tool on the market, My Banyan includes our unique Red Dot system that tracks your completed tasks, ToDo lists tailored for every branch and topic, Sharing history to keep tabs on shared information, and a vault for securely storing all uploaded files. With these features and much more, My Banyan ensures that your life’s important details are always organized, accessible, and well-managed.
Sign Up for FREE Today!
Sign up for a free trial and discover how My Banyan can be the ultimate tool for managing every aspect of your life from start to finish. Experience the ease of organizing your life with the most complete and comprehensive life organizing tool on the market.
© 2024 All rights reserved. Use of this site constitutes acceptance of our User Agreement and Privacy Policy and Cookie Statement and Your California Privacy Rights. Website and concept by WollnerStudios, Inc.
© 2024 All rights reserved. Use of this site constitutes acceptance of our User Agreement and Privacy Policy and Cookie Statement and Your California Privacy Rights. Website and concept by WollnerStudios, Inc.