Legacy Planner
Planning options
Start free. Upgrade only if you want the full organizer. Prices in US dollars.
Legacy Starter
Free
No card needed
Begin with the basics: who to call and where things are.
- My People and My Document Locations
- Next Steps checklist
- Plain-text export
- Delete everything at any time
Legacy Organizer
$49
One-time payment, no renewal
The full guided organizer with 12 months of hosted editing.
- Everything in Starter
- My Accounts, My Wishes, My Story and Family Handoff
- PDF and plain-text family packet
- 12 months of hosted editing, then read-only with export
Legacy Care
$59 / year
Renews yearly until cancelled
Optional. Keeps hosted editing on, one year at a time.
- Adds 12 months of hosted editing each year
- Renews yearly until you cancel
- Cancel any time; your plan stays exportable
Requires Legacy Organizer.
Legal document packages
Estate Essentials
Not yet availablePlanned price $149. Future legal document package. Not offered for sale.
Available only after attorney-approved documents are ready for your state.
Family Legacy
Not yet availablePlanned price $249. Future legal document package for couples. Not offered for sale.
Available only after attorney-approved documents are ready for your state.
Choose your planning starting point
Begin with the free checklist
Create an account and open Legacy Planner to start recording your people and next steps, with no card needed.
Choose only what you need
Compare the available organizer sections and exports below. Organizer is a one-time purchase; Legacy Care is an optional yearly renewal for continued hosted editing.
Return to your plan
After a purchase, open My Legacy Planner to continue your checklist. Legal-document packages are not available; ask a licensed attorney about wills, trusts and directives.
The plain terms
- State coverage
- Legacy Planner is an organizer and works the same everywhere. It doesn't create legal documents and makes no claim that anything in it meets the rules of any state.
- Access term
- Legacy Organizer includes 12 months of hosted editing from the date of purchase. After that your plan becomes read-only, and you can still view, export and delete it.
- Renewal
- Legacy Organizer is a one-time payment and never renews. Legacy Care is optional, adds 12 months of hosted editing, and renews every year until you cancel from your account.
- Export and deletion
- Export a PDF (Organizer) or plain-text packet (all plans) any time. Delete your whole plan any time; copies you've downloaded or shared can't be recalled.
Interested in legal documents? (Not yet available)
This only records your interest. It isn't a purchase, a reservation or legal advice, and we can't say when or in which states documents will be offered.