Plans & Pricing

Peace of mind for you, and clarity for your loved ones — for the price of a cup of coffee !!!

* Special pricing for a limited time

All Plans Include:

  • Personal Legacy Manager: Organize financials, digital assets, property info, even personal wishes — all in one secure place
  • Automatic Legacy Audit: Our patent-pending AI automatically discovers, imports and updates your assets & expenses, saving you time & effort
  • Successor Management Made Simple: Add and update your succession plan anytime, assigning your beneficiaries to specific assets
  • Document Upload: Keep all your important documents—property records, trusts & wills, tax documents, identification—in one secure location
  • Legacy Continuity Score: Get a personalized score of your continuity readiness, and act with confidence **NEW**
  • Automatic Continuity Trigger: Manage who should get access to your information, and when
  • Parent Account: Have an aging parent who is not tech savvy, or living remote? Invite them and set up their legacy plan as their proxy **NEW**

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