It’s your set of instructions and wishes for your children, for your property, and for your medical decisions. Keep important details from being left to chance or made without your approval.
Get answers and discover how LegacyShield® makes it simple, smart, and secure.Download It Now
of Americans say having a well-thought-out estate plan would help them feel like a good spouse or parent.
of American families with children don't have a will in place.
Complete your estate plan at home with an intuitive step-by-step process that makes it easy to get it done at your pace.
An AI-driven system is proven to help you avoid mistakes so you can have confidence that your plan is accurate and legally sound.
For clients who need a bit more assistance, there are over 70 attorneys available in the attorney network.
Last Will and Testament
Medical and Financial Powers of Attorney
Link provides smart, secure automation that enables you to select roles for trusted family and friends to execute your estate plan. This proprietary process ensures that your instructions get to the right people at the right time.
NotificationThe notifier initiates the execution of your estate plan. A message is sent to your authenticators for confirmation.
AuthenticationYour authenticators receive notice and confirm that it is time to execute your estate plan.
RecipientsOnce your authenticators give confirmation, your digital estate plan documents are released to the right recipients at the right time.
Create, manage, and securely store your estate plan and all your other important documents for life.
Basic Estate Also Includes
Document all your final instructions for your loved ones.
Record life lessons, funny moments, and heartfelt memories to a digital diary.
Store credentials for online accounts to give access to the right people.
Organize and view your financial accounts in one central location.
Calculate and explore life insurance and retirement needs.
Don't leave your heirs with a mess that could take years or even decades to sort out.