A plan you can see progress on
We turn your goals into a plan you can watch move, not a spreadsheet you abandon in March. It knows what you own, what you owe, and what has to happen next.
Generational wealth, built right
Build wealth thatlasts for generations
Legacy Buddy is the one place to build your financial foundation, grow what you have earned, and pass it on the way you intend rather than the way a default rule would.
Free to join, free to see where you stand. You pay only when you want documents.
Trusted by 34,000+ familiesCompliant in all 50 statesAttorney reviewed
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Families building with us
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States, compliant in every one
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A first will, start to signed
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Charges to update a document
How it works
One plan. Three ways it protects your family.
Most platforms give you a document. We give you a direction.
Where your money is headed
Legacy Lens™ shows you where your money is going, not just where it has been. One number for readiness, one line for trajectory, and the next move called out by name.
Written the way your family lives
Wills, trusts and powers of attorney written for the family you actually have. Reviewed by real attorneys, and free to update for as long as you are with us.
Legacy Lens
See your financial future. Clearly.
Most people can tell you what they have. Almost nobody can tell you where it is going. Legacy Lens™ changes that.
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Your LQ™ Score, out of 100
A single dashboard that tracks your net worth, scores your readiness across four pillars, and tells you the one thing to do next to move it forward. Recalculated every time something in your plan changes.
The journey
Three steps, and the third one never ends
The first two take an evening. The third is the part that makes it worth doing.
- Step 01
Tell us about your goals
A short, real conversation about your life. Not fifty pages of legal jargon and not a questionnaire that assumes everyone has the same family.
- Step 02
Build your personalized plan
Legacy Lens™ builds your LQ™ Score and your roadmap the moment you finish. You see the number and the reason behind it on the same screen.
- Step 03
Track, grow, and update anytime
Life changes. Your plan should too, for free, for as long as you are building with us. New child, new state, new mind about your brother.
Pass it on
Protect what you have built
Four documents cover most families completely. Each one answers a question somebody will otherwise have to answer for you.
Unlimited free updates, for as long as you are with us.
See All DocumentsPricing
Every plan costs less than one hour of a lawyer's time.
Traditional estate planning starts at $3,000. This is the entire platform for a year, and the first 15 days are free.
Legacy Starter™
$29
Per year
Protect what matters most.
- Unlimited free edits on every document
- LQ™ Score and Legacy Lens™, refreshed monthly
- Last Will and Testament
- Last Will and Testament with minor children
Legacy Complete™
Most popular$49
Per year
Plan the full picture.
- Everything in Starter
- Revocable Living Trust, individual
- Pour Over Will, with or without minor children
- Financial Power of Attorney
Legacy Unlimited™
$99
Per year
Your legacy, fully managed.
- Everything in Complete
- Legacy Lens™ refresh on demand, as often as you like
- Real time LQ™ Score, updated as your accounts and documents change
- Request a specific document
15 day free trial on any plan.
Try any plan free for 15 days. We take a card to start it, we email you before it ends, and if you cancel inside the 15 days you are not charged.
Families
The moment it stopped being a thing they were avoiding
Four families, four different reasons they finally started.
We had been putting this off for two years. Legacy Lens™ showed us exactly where we stood, and for the first time it did not feel overwhelming. It felt like a plan.
Sarah M.
New parent, 34
My father died without a will and it took my sister and me eleven months to sort out a house neither of us wanted to fight over. I set mine up the week I turned forty. My kids will never do what we did.
Darius R.
Small business owner, 41
I thought we were behind. Our score said 61 and told us the two things to fix. Eight months later we are at 79 and my husband checks it more than I do.
Priya T.
Newly married, merging finances, 29
The part I did not expect was the reminder. We moved states and it told us which documents had to be re-signed. A lawyer would have charged us to find that out.
Marcus O.
Relocated to Arizona, 52
Start today
Your generational wealth journey starts today.
Five minutes to start. A lifetime of difference for the people who come after you.
Free forever. No card. You pay only when you want documents.