Our Legacy Planning Software Makes Legacy Planning Easy and Affordable
One of our helpful wealth planning solutions is proprietary legacy planning software.
This is supplemented with the Rockefeller Method to complete your legacy planning.
With our legacy planning software, you can create your comprehensive estate plan today from the comfort of your home. Our legacy planning software helps you protect what matters most, ensuring your legacy is preserved exactly as you intend.
Benefits of Our Legacy Planning Software
Save thousands of dollars in attorney fees while getting the same quality estate plan.
Protect your family from costly probate court and government interference.
Access your documents 24/7 from our secure cloud storage.
Get expert support whenever you need help with your plan.
Ready to start your legacy planning? Schedule a Discovery Call now to learn more.
Take Control of Your Legacy Before the Government Does
Shockingly, only 33% of Americans have an estate plan. Without one, you’re letting the government decide your legacy’s fate. Your assets could face lengthy probate, high costs, and unnecessary stress. This process can take months or even years to resolve.
You’ve worked hard for what you have. Don’t let courts and lawyers decide what happens to your home, savings, and cherished possessions. Your family deserves better than delays and legal complications. The emotional toll of sorting out an unplanned estate can be devastating for your loved ones.
Creating an estate plan isn’t just about protecting assets—it’s about protecting your loved ones. Without proper planning, your family could face months of legal hurdles during an already difficult time.
Our legacy planning software ensures your wishes are clear and legally binding. You’ll have peace of mind knowing you’ve taken care of everything in advance.
Professional Legacy Planning Software Without the Attorney Fees
The process is designed to be thorough yet efficient. You can complete your estate plan in a few focused sessions, or take your time to consider each decision carefully. Our legacy planning software saves your progress automatically, so you can return to it whenever you need.
Secure Storage and Complete Trust Protection
Many estate plans fail because trusts aren’t properly funded. We prevent this common mistake by providing comprehensive trust funding guidance. Our legacy planning software walks you through transferring assets step-by-step. Your trust will work as intended, protecting your legacy exactly as you envision.
The funding process is crucial but often overlooked. We guide you through every aspect, from real estate transfers to bank account designations. This attention to detail ensures your trust provides the protection you expect when it’s needed most.
Complete Legacy Planning Software Solutions
Don’t settle for basic templates that leave gaps in your protection. Our legacy planning software creates complete plans including living trusts, healthcare directives, and power of attorney documents. Every essential component is included in one comprehensive package. This means no forgotten details or missing pieces in your estate plan.
We believe in complete transparency. That means one clear fee covers your entire plan—no surprises or hidden costs.
You can also update your documents any time. Our legacy planning software grows with you. As your life changes, you can easily update your plan. Marriage, new children, property purchases, or business changes —we make it simple to keep your estate plan current.
Advanced Healthcare and End-of-Life Planning
Your estate plan isn’t complete without addressing healthcare decisions. Our legacy planning software includes comprehensive healthcare directives that protect your wishes. You’ll specify your preferences for medical care, end-of-life decisions, and organ donation.
We help you choose trusted healthcare agents who can make decisions on your behalf. Your family won’t have to guess about your wishes during difficult times. Every medical preference is clearly documented and legally binding. This brings peace of mind to you and your loved ones.
Business Succession and Asset Protection
For business owners, estate planning takes on additional complexity. Our legacy planning software includes specialized tools for business succession planning. We help you structure the smooth transfer of your business interests to the next generation.
Our comprehensive asset protection features safeguard your business legacy. You’ll establish clear leadership transition plans and protect intellectual property. This ensures your business continues to thrive even after you’re gone.
Your Privacy and Security Come First
Your privacy matters to us. Unlike services that sell personal information to advertisers, we maintain strict confidentiality. Our legacy planning software uses advanced security measures to protect your sensitive information. Your data stays private, just as it should.
Thousands of families trust us to protect their legacies. We’re the leading choice for legacy planning software through comprehensive protection, honest pricing, and unwavering privacy standards. Our success comes from helping families like yours secure their futures with confidence.
Our Legacy Planning Software Gives You Support When You Need It
Questions often arise during the estate planning process. That’s why we provide comprehensive support resources within our legacy planning software. Access detailed guides, video tutorials, and frequently asked questions at any time.
Our dedicated support team is also available to help you navigate any challenges. You’re never alone in creating your estate plan. We’re here to ensure you create a robust plan that perfectly matches your needs.
Don’t wait for a crisis to start planning. Every day without an estate plan is another day your family lacks protection. Take control of your legacy today with our professional legacy planning software.
Give yourself and your loved ones the peace of mind that comes from knowing your wishes will be honored and your legacy is secure.
Schedule a Discovery Call now to get started.