Your estate plan needs to evolve with your life. LegacyCare keeps it current — every year, automatically — so you're never caught with an outdated plan.
Start with Basic and upgrade anytime. All plans include document storage and planning reminders.
LegacyCare Plus and Family include your Annual Estate Review automatically — no scheduling required.
Your estate documents are securely stored and accessible to you and designated family members anytime.
We remind you when a life change triggers a planning review — so nothing slips through.
Members get priority scheduling and direct access to Jackie for questions between annual reviews.
Document intake, account setup, initial organization, and membership activation. Recommended for all new members.