Done For You

    We'll Set Up Your Legacy Plan For You

    No time to set it all up yourself? Our concierge team handles everything—from document uploads to contact configuration—so you don't have to lift a finger.

    Starting at $99based on your needs

    How It Works

    Step 1

    Personal Setup Specialist

    A dedicated specialist sets up your entire Legacy Plans account for you.

    Step 2

    Document Organization

    We organize, upload, and categorize your important documents.

    Step 3

    Contact & Verification Setup

    We configure your trusted contacts, verification settings, and notification preferences.

    Step 4

    Ongoing Support

    Follow-up session to review, adjust, and answer any questions about your plan.

    What's Included

    Account setup & configuration
    Document upload & organization
    Trusted contact setup
    Verification & notification preferences
    Goodbye message drafting assistance
    Digital asset & financial account entry
    Pet care plan setup (if applicable)
    30-minute review call after setup

    Final pricing is based on complexity. Simple setups start at $99; larger estates with many accounts and documents may be higher.

    Get Started With Concierge

    Tell us about your needs and we'll provide a personalized quote within 1–2 business days.

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