Our Mission: Making Estate Planning Accessible
Legacy Plans was built on a simple belief: the love we have for our families shouldn't be limited by our presence. We help you ensure your wishes are honored and your voice continues to guide those you leave behind.
Why We Built Legacy Plans
Too often, families are left scrambling after the loss of a loved one. Where are the important documents? What were their wishes? How do we access their accounts?
Beyond the practical challenges, there's an emotional void. Words left unsaid. Wisdom unshared. Love unexpressed.
We created Legacy Plans to bridge that gap—to give you the tools to prepare thoughtfully, so your family can grieve peacefully, knowing exactly what you wanted and feeling your love even in your absence.
Our Promise
What we stand for
- Your data is encrypted and secure
- Your wishes are shared only when verified
- Your family receives clear guidance
- Your voice continues to be heard
How Legacy Plans Works
A comprehensive platform designed to help you organize, protect, and share what matters most with the people who matter most.
Secure Instructions
Document your final wishes, from personal messages to specific instructions for your loved ones.
Trusted Contacts
Designate trusted individuals who will receive your instructions and messages when the time comes.
Verification System
A thoughtful verification process ensures your wishes are only shared when appropriate.
Goodbye Messages
Write heartfelt messages to be delivered to your loved ones after you're gone.
Stories of Peace of Mind
Real people share how Legacy Plans has given them comfort in knowing their wishes will be carried out.
"After my father passed unexpectedly, our family spent months searching for important documents and wondering about his wishes. I never want my children to go through that. Legacy Plans gives me peace of mind knowing everything is organized and will be shared with the right people at the right time."
Margaret T.
Mother of 3, Texas
Using Legacy Plans for 2 years
"As a single parent, I used to lie awake worrying about what would happen to my kids if something happened to me. Who would know where the insurance documents are? Who would tell them how much I love them? Now I sleep better knowing my sister will receive everything she needs to care for them—including letters I've written for their birthdays."
David R.
Single Father, California
Using Legacy Plans for 8 months
"My husband and I finally sat down and documented everything together. It wasn't morbid—it was actually meaningful. We talked about things we'd never discussed before. There's something profound about knowing your voice will still be heard, your wishes respected, even when you're no longer here."
Susan & James K.
Retired Couple, Florida
Using Legacy Plans for 1 year
"I'm a financial advisor, and I've seen too many families struggle after losing a loved one—not just emotionally, but practically. Account information scattered, passwords unknown, wishes unclear. I recommend Legacy Plans to all my clients now. It's the responsible thing to do for the people you love."
Michael P.
Certified Financial Planner, New York
Recommends Legacy Plans to clients
Start Planning Your Legacy Today
Join the families who are taking control of their legacy planning—ensuring their wishes will be honored and their love will continue to be felt.