Life changes. Documents, instructions, contacts, and family needs change with it. LegacyCare helps you maintain organization, review reminders, and next-step support over time.
Start with Basic and upgrade anytime. All plans include document storage and planning reminders so important details are easier to keep organized.
LegacyCare Plus and Family include an Annual Estate Review touchpoint to help keep planning details from going stale.
Your estate documents are securely stored and accessible to you and designated family members anytime.
We help you notice when a life change may call for a planning review or professional advisor conversation.
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.