A plan for Continuity. Everything organised. Nothing left unsaid.
When someone we love is gone, the grief is compounded by chaos — missing documents & policies, unsaid words, contested property, accounts no one can trace.
This is not exceptional.
This is the ordinary Indian family experience.
Indian adults have no registered will or estate plan
Worth unclaimed assets in Indian banks and mutual funds
Families report conflict over assets after losing a loved one
Of its kind platform in the world.
Founder, The Plan Beyond
Co-founder, RMX Industries Pvt. Ltd. (est. 1992)
30+ years in manufacturing & business leadership
Based in Jalandhar & Gurgaon, India
Our Founder
“I was on a business trip when I got the call. It was May 2003, just days after my birthday. My father had fallen ill. By the time the words reached me across the phone line, the diagnosis was already terrifying.”
— Kulvinder Rastogi, Founder
Property papers, insurance, investments, legal documents, photos, videos — encrypted, structured, and searchable. A clear map, not a maze
Write letters. Record audio. Film video messages. Schedule them for a date, a milestone, or after one’s passing.
Your words, your voice.
Two trustees you choose, working together to notify about passing. And then to verify and release your vault — absolute security, certainty of delivery.
A guided framework to capture your full financial picture — accounts, assets, liabilities, nominees — so anyone can pick up where you left off.
Schedule messages years or decades into the future. A letter to your grandchild on their 18th birthday. A note to your son on his wedding day.
Designate who receives what — and when. We handle every notification so your family knows exactly what exists, and exactly where to find it.
A billion shades of organization, care & protection.
Documents, IDs, insurance, memberships, properties, photos, videos and notes — grouped in simple categories.
Add trustees, keyholders, family members and recipients with clear roles and access paths.Trustees, keyholders, and The Plan Beyond team have no access to your content – only to their defined role.
Keep some things private, share some now, and schedule the release of others with date or event conditions.
Birthdays, anniversaries, renewals and pending updates
All your family’s IDs, organised and stored in one place. And synced dynamically.
Gentle nudges when important categories are incomplete
Download your data cleanly for advisors, lawyers or family discussions
You can start today with just one document, one message, and one family member. The first five minutes is all it takes — the rest can grow with you.
Every plan starts with a 30-day trial. No credit card needed.
Through this trial, a dedicated relationship manager will take you through the platform and help you with setup. No hidden tiers, no surprises at checkout.
You pay annually for a maximum of 10 years and you're covered for life. And after.
| Free | Essential | Guardian | Protector | |
|---|---|---|---|---|
| Documents & Memories | ||||
| Storage | 100 MB | 10 GB | 100 GB | 500 GB |
| Number of Documents | — | 20 | 50 | Unlimited |
| Max File Size | 10 MB | 20 MB | 1 GB | 2 GB |
| Memory Collections | — | 5 | 50 | Unlimited |
| Sharing & Access | ||||
| Beneficiaries per asset | — | 1 | 3 | Unlimited |
| Keyholders per asset | — | 2 | 3 | 5 |
| Active Share Nows | 3 | 10 | 50 | Unlimited |
| Family ID Members | 3 | 4 | 6 | Unlimited |
| Number of Trustees | 2 | 2 | 3 | 5 |
| Delivery Triggers | ||||
| Keyholder Release Keyholder confirms passing to unlock vault | ✕ | ✓ | ✓ | ✓ |
| Time Based Schedule messages for a future date or milestone | ✕ | ✓ | ✓ | ✓ |
| After Passing Automatic delivery after passing is verified | ✕ | ✓ | ✓ | ✓ |
The questions families bring to us before signing up.
If yours isn’t answered here, reach out at support@theplanbeyond.com — a real person reads every message.
Our Service Continuity Fund is a separately held reserve designed to keep the platform running for years even if the company itself ceases to operate. Your information remains exportable, accessible, and protected, so your family is not left without access when it matters.
Every document, message, and recording is encrypted with AES-256 at rest and TLS 1.3 in transit. Encryption keys are derived from your password — we don't hold the master key, which means our team cannot read your private content.
Your trustees use a multi-step verification process before any protected information is released. You can also configure conditional triggers — a missed annual check-in, a specific date, or a milestone. You stay in control of how and when your family gets access.
Yes. You can upgrade or downgrade from your dashboard, with changes taking effect at the next billing cycle. If you cancel, your data remains accessible according to the limits of your active plan, and you can export your information whenever needed.
No. The Plan Beyond is a complementary tool — a place to organize, store, and share important information with the right people at the right time. We work alongside your lawyer or CA, not in place of them.
Reach out — a real person will respond within one business day. No bots, no ticket queues. We treat every conversation with the care your family deserves.
For account help, billing, and general questions. We respond within one business day.
Chat with our care team. Available Monday to Saturday, 10am to 7pm IST.
Speak with a planning specialist. Available for Family and Complete plan members.
Book a 30-minute discovery call with our team. Free, no obligation, no sales pitch — just clarity on whether The Plan Beyond is right for your family.
