Your wealth journeyin four steps
The first three take an evening. The fourth is the one that makes the other three worth doing.
Free to join and free to score. Documents and unlimited edits are the paid part.
- Step 01
Tell us about your goals
About ten minutes, in plain language.
- Step 02
Build your personalized plan
Your score and roadmap, generated on the spot.
- Step 03
Sign and store
State specific signing instructions, then the vault.
- Step 04
Grow and update anytime
Free revisions for as long as you are with us.
01
Step oneTell us about your goals
A short, real conversation about your life. Not fifty pages of legal jargon.
We ask about the things that actually change the answer: who is in your family, what you own, whether anyone depends on you, and what you are trying to get to. It takes about ten minutes and you can stop and come back.
What we do not do is hand you a form with sixty fields and a glossary. If a question needs context, the context is on the screen next to it, in the same size type.
What we ask about
- Who depends on you
- What you own and owe
- Where you live and where property sits
- What you want to happen
02
Step twoBuild 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. Four pillars, each with its own score, and a ranked list of the things that would move it most. Nothing is hidden behind an upgrade prompt.
The documents you need are chosen from what you told us, not from a menu you have to price out yourself. A family with a house and two children gets a different set than a renter with no dependents, because they need a different set.
What you get immediately
- Your LQ™ Score out of 100
- Four pillar breakdown
- A ranked list of next actions
- The document set that fits your life
03
Step threeSign it properly, store it safely
The part most online documents get wrong is the part after the download.
A will that is not executed correctly is not a will. So the platform generates a signing checklist for the state you actually live in: how many witnesses, who cannot be one, whether a notary is required, and whether a self proving affidavit is worth attaching.
Then everything goes into the Legacy Vault™, encrypted, with sharing you control per document and per person. Your executor can be given exactly what they need and nothing else.
Included at signing
- State specific witness and notary rules
- A printable signing checklist
- Encrypted storage in the Legacy Vault™
- Role based sharing you can revoke
04
Step fourGrow and update anytime
This is the step the industry skips, and it is the one that decides whether any of it works.
Life moves. A child arrives, a parent needs care, you move state, you buy the house, someone you named is no longer the right person. Every one of those events changes a document that is sitting in a drawer being wrong.
Legacy Lens™ watches for the ones it can see and tells you. You edit, re-sign, and the new version replaces the old one. It costs nothing, this year or in fifteen years, because a company that charges you to stay current is a company betting you will not.
What keeps working
- Unlimited free document updates
- Alerts when your state changes its rules
- Score recalculated as your life changes
- Milestones marked on your trajectory
An evening now, against eleven months later
An intestate estate takes months to a year to resolve, in public, at the exact moment a family has the least capacity to handle it.
We are not going to pretend this is a fun way to spend a Tuesday. We will say that almost nobody who finishes it regrets it, and that the people who put it off are rarely putting it off because they disagree.
Start in 5 minutes. Build for generations.
Step one is a conversation, not a commitment. You will know your LQ™ Score before you decide anything.
Free forever. No card. You pay only when you want documents.