Everything You Need to Organize Your Estate
From digital assets to pet care, Legacy Plans provides all the tools you need to organize your wishes and ease the burden on your loved ones.
Detailed Instructions
Create comprehensive guides for everything from vehicle titles to celebration of life wishes. Rich text editor with attachments.
Create instructionsTrusted Contacts
Designate family members, friends, or professionals who will receive specific instructions when the time comes.
Manage contactsGoodbye Messages
Record heartfelt messages—text, audio, or video—to be delivered to loved ones on special dates or milestones.
Write a messageDigital Asset Management
Securely document cryptocurrency wallets, NFT collections, and online accounts with encrypted access instructions.
Track digital assetsPet Care Plans
Ensure your beloved pets are cared for with detailed care instructions, guardian assignments, and emergency contacts.
Plan pet careBusiness Succession
Plan for seamless business transitions with succession instructions, key contacts, and intellectual property details.
Plan successionCelebration Planning
Document your wishes for memorial services, music selections, guest preferences, and charitable donations.
Plan your celebrationLegal Document Vault
Store wills, trusts, powers of attorney, and healthcare directives in one secure, accessible location.
Store documentsHealthcare Directives
Document living wills, healthcare proxy designations, HIPAA authorizations, DNR preferences, and medical information.
Set directivesEmergency Access
Designate emergency contacts who can access critical medical and logistical instructions if you become incapacitated.
Configure accessScheduled Future Messages
Schedule messages for birthdays, anniversaries, graduations, and milestones—delivered automatically on the dates you choose.
Schedule messagesPlatform Access Kits
Step-by-step guides and pre-authorized documentation to help your family access Microsoft, Google, Apple, and other accounts — without lawyers or court orders.
Build your kitNotary Verification
Add an extra layer of trust with live video identity verification by a licensed notary—proving your plan is authentic.
Get verifiedLegacy Completeness Tracker
See your progress at a glance with a completeness score that shows how much of your legacy plan is finished.
View your progressReady to start planning?
Give Your Family the Gift of Clarity
Start planning today. In just 15 minutes, you can begin organizing the information that will make all the difference for those you love.