Features
Everything Legacy Guard does, in two halves
The Plan side keeps an estate plan current with your firm. The Stories side keeps what your family will have of you, private to you alone. Every feature below is in the app today, described the way the app describes it.
The Plan side
Kept current, with your firm
Shared by the household and the attorney. The annual review, the documents, the people, the funding, and what changes by state.
- The annual review
- Meeting requests
- Reminders and lead-up emails
- Law updates by state
- Plan Health score
- Something changed? check-ins
- Milestones ahead
- The people in your plan
- Protect the people you love
- Export everything
- Document vault
- How your plan works
- Funding tracker
- Sharing with family and advisors
- Ask Legacy Guard
- Emergency card
- Family Summary
- Survivor roadmap
- Your state's rules
The Stories side
Kept safe, by you alone
Private to the one person who made it. Encrypted on the device, delivered only after a verified passing or when you choose to share now.
See how it works
Watch a story go from a recording in your own voice to the day your family receives it.