Secure Your Legacy

Create, maintain, and share your estate planning documents at the least possible cost. 


The benefits of membership include:

  • Create quality estate planning documents using Legacy's interactive questionnaire technology platform.
  • Store your documents online in Legacy's secure document vault.
  • Access to your estate planning documents anytime from anywhere.
  • Share your estate planning documents with key stakeholders with the simple click of a mouse.
  • Make amendments to your plan in minutes from the privacy of own home.
  • Unlimited access to Legacy's proprietary help center - estateplan.support - for resources and quick answers to your estate planning questions.
  • Ongoing review of documents by Legacy's legal staff to ensure your documents are always current and up-to-date.
  • Annual check-ups ensure that any changes in your personal situation are incorporated into your plan.
  • Personalized assistance when someone dies is just a phone call away.

Having helped thousands of people with their estate plans we knew there was a simpler and smarter way. So we assembled the best people we could find – visionaries, programmers, attorneys, and financial planners. All with one purpose – to create a revolutionary new tool.

While the online platform is new, the knowledge and analytics behind it are not. Our team’s intimate knowledge and extensive experience covers every area of the estate planning process. Our collective expertise has been worked into the tool to create and manage estate plans that fit every unique need without breaking the bank.


Experience You Can Trust

© 2016 Legacy Legal Plan - All Rights Reserved.