Complete Platform Guide
LegacyPlans.ai
Create meaningful instructions, preserve cherished memories, and ensure your loved ones are cared for — all in one secure, compassionate platform.
Setup in 15 minutes 256-bit encryption HIPAA-compliant Family-first design
Platform Features
Detailed Instructions
Create comprehensive guides for everything from vehicle titles to celebration of life wishes.
Capabilities
- Rich text editor with formatting options
- File, photo, and document attachments
- Organize by category and priority
- Assign specific recipients for each instruction set
Use Cases
- • Location of important documents
- • How to access financial accounts
- • Vehicle title transfer procedures
- • Home maintenance information
- • Business operations continuity
Trusted Contacts
Designate family members, friends, or professionals who will receive specific instructions.
Capabilities
- Role-based access levels (Executor, Digital Executor, Family Member)
- Email and SMS notifications
- Invite contacts to confirm participation
- Multi-contact verification system
Use Cases
- • Primary executor
- • Digital executor (for online accounts)
- • Family members
- • Financial advisors
- • Attorneys
- • Healthcare proxies
Goodbye Messages
Record heartfelt messages to be delivered to loved ones on special dates or milestones.
Capabilities
- Text messages
- Audio recordings
- Video messages
- Scheduled delivery (birthdays, anniversaries, milestones)
- Immediate delivery upon verification
Use Cases
- • Birthday messages for children/grandchildren
- • Anniversary notes for spouse
- • Graduation congratulations
- • Wedding day messages
- • Holiday greetings
Digital Asset Management
Securely document cryptocurrency wallets, NFT collections, and online accounts.
Capabilities
- Encrypted access instructions
- Wallet address documentation
- Recovery phrase storage (encrypted)
- Exchange account details
- NFT collection inventory
Use Cases
- • Cryptocurrency wallets
- • Exchange accounts
- • NFT collections
- • Domain names
- • Online business accounts
- • Social media accounts
- • Email accounts
- • Cloud storage accounts
Pet Care Plans
Ensure beloved pets are cared for with detailed instructions.
Capabilities
- Detailed care instructions per pet
- Guardian assignments (primary and backup)
- Emergency contacts
- Veterinarian information
- Dietary requirements and medications
- Behavioral notes and preferences
Use Cases
- • Pet name, age, breed
- • Medical history and current medications
- • Feeding schedule and dietary restrictions
- • Exercise requirements
- • Favorite toys and activities
- • Emergency vet contact
Business Succession
Plan for seamless business transitions.
Capabilities
- Succession instructions
- Key contact documentation
- Intellectual property details
- Operational procedures
- Access credentials for business systems
Use Cases
- • Leadership succession plan
- • Key employee contacts
- • Vendor and supplier relationships
- • Client relationship handover
- • Financial account access
- • Business insurance information
Celebration Planning
Document wishes for memorial services and end-of-life celebrations.
Capabilities
- Memorial service preferences
- Music selections
- Guest preferences
- Charitable donation instructions
- Obituary preferences
- Photo and video selections
Use Cases
- • Service type
- • Location preferences
- • Religious or cultural customs
- • Dress code suggestions
- • Readings or speakers
- • Music playlist
- • Reception preferences
Legal Document Vault
Store critical legal documents in one secure, accessible location.
Capabilities
- Encrypted document storage
- Organized by document type
- Easy sharing with designated contacts
- Version history tracking
Use Cases
- • Wills and codicils
- • Trusts
- • Powers of attorney
- • Healthcare directives
- • Insurance policies
- • Property deeds
- • Vehicle titles
- • Birth/death certificates
How It Works
1
Create Your Account
- Sign up securely with email
- Set check-in reminder preferences
- Configure verification requirements
- Enable two-factor authentication
2
Add Your Instructions
- Document important information by category
- Use the rich text editor for detailed instructions
- Attach relevant files and documents
- Set priority levels for each item
3
Designate Recipients
- Invite trusted contacts
- Assign roles and access levels
- Contacts receive invitation to confirm
- Set which instructions each contact receives
4
Verification & Delivery
- Secure verification process confirms events
- Multi-contact verification prevents false alarms
- Configurable waiting period
- Easy cancellation for false alarms
Security & Compliance
Encryption
256-bit bank-level encryption
Authentication
Multi-factor authentication available
Uptime
99.9% uptime guaranteed
Compliance
HIPAA-compliant storage
Monitoring
24/7 system monitoring
Certification
SOC 2 compliant
How We Compare
| Feature | Legacy Plans | Trust & Will | Traditional Attorney |
|---|---|---|---|
| Price | $20–250 | $159–599 | $1,000–5,000+ |
| Setup Time | 15 minutes | 30–60 minutes | Weeks |
| Digital Assets | |||
| Pet Care | |||
| Video Messages | |||
| Crypto Support | |||
| Free Updates |
Your Onboarding Journey
Week 1: Foundation
- Create account and set preferences
- Add 3–5 trusted contacts
- Upload existing legal documents
- Complete basic instruction categories
Week 2: Digital Assets
- Document all online accounts
- Add cryptocurrency/NFT information
- Create password access instructions
- Assign digital executor
Week 3: Personal Touches
- Record goodbye messages
- Plan celebration of life details
- Add pet care instructions
- Document family traditions/recipes/stories
Week 4: Review & Share
- Review all instructions for completeness
- Confirm all trusted contacts have accepted
- Test notification system
- Set up regular check-in schedule
Document Version 1.0 — February 2026