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Legacy Buddy
Security

Your wealth.Protected.

You are about to tell a website what you own, who your children are, and who gets it when you die. If some part of you is uneasy about that, good. It means you are paying attention.

Read the specifics

So here is exactly what happens to that information, in specifics rather than reassurance. What is encrypted and how. Who inside the company can see it and who cannot. What we never do with it. And what you can take back or delete, on any day you choose.

Encrypted end to endAttorney reviewedNever soldYours to delete
How your information is held

Four layers, and what each one actually does

AES 256

Bank level encryption

Every document, financial figure and family detail is encrypted with AES 256 while it is stored, and protected with TLS 1.3 while it moves between your device and our servers. That is the standard used to protect financial records at scale, and it is not a setting we ask you to switch on.

  • AES 256 encryption at rest on every file and field
  • TLS 1.3 in transit, with older protocols refused outright
  • Keys held in a managed key service, rotated on a schedule, never in application code
  • Backups encrypted to the same standard and stored in a separate region
SOC 2 ready

SOC 2 ready infrastructure

We will not tell you we are SOC 2 certified, because we are not yet. What we have done is build to the SOC 2 Trust Services Criteria from the start: a documented control register, named owners, tested controls and an immutable audit log. The formal audit is in progress and we will publish the date it completes rather than imply it already has.

  • Controls mapped to Security, Availability, Confidentiality, Processing Integrity and Privacy
  • Role based access internally, so support staff cannot open your documents
  • Every sensitive internal action written to an audit log that cannot be edited
  • Mandatory two factor authentication and session timeouts on all staff accounts
Your account

Access, on your terms

Nobody sees your plan unless you put them there. Sharing is per document and per person, with view, download or edit chosen separately, and you can revoke any of it in one action without deleting anything.

  • Two factor authentication on your account, by app, SMS or email
  • Role based sharing across attorney, family and trustee, each with its own permission
  • Secure links with expiry dates, so a shared document does not stay shared forever
  • A visible list of every person with access to every document, at any time
What we refuse

What we do not do with your data

This matters as much as the encryption. A well secured company that monetises your information is still a company that has monetised your information.

  • We do not sell or rent your personal data to anyone, for any price
  • We do not show your LQ™ Score to lenders, insurers, advisors or professionals
  • We do not use the contents of your documents to target advertising to you
  • We honour CCPA do not sell requests and GDPR rights regardless of where you live
Legal integrity

A secure document that is not valid protects nobody

Encryption keeps your will private. It does not make it enforceable. Those are two different promises and we make both of them.

Every template in the library is drafted and reviewed by licensed attorneys, then issued against the requirements of the state you actually live in. Witness counts, notary rules, self proving affidavits, community property, holographic and electronic will acceptance, elective share. All of it is applied at generation, not left to you to research.

When state law changes we regenerate the affected templates and tell the people it applies to. When you move state, the platform flags which documents need re-executing rather than letting you assume they travelled with you.

Attorney reviewed templates

Every document type is authored and reviewed by licensed attorneys before it is ever issued to a customer.

Reviewed before release

Compliance across all 50 states

State specific execution rules are applied when the document is generated, and shown to you as a signing checklist.

Applied at generation

Optional Smart Review™ by a real attorney

A verified legal professional reads your finished document and returns written findings, for a flat $250 on any plan.

48 hour turnaround

We flag what we should not handle alone

Complex trusts, special needs planning and multi state property are routed to Legacy Counsel™ instead of generated automatically.

Routed to Legacy Counsel™

Your controls

Four things you can do today, without asking us

01

Export everything

Download every document and record in your vault as PDFs, in one action, whenever you want. No request form and no waiting period.

02

Opt out of data sharing

Turn off every optional data use from your Security settings, including the CCPA do not sell election, regardless of which state you live in.

03

Revoke anyone’s access

Remove a person from a document immediately. Any secure link they were sent stops working at the same moment.

04

Delete your account and your data

A permanent deletion you initiate yourself. We keep only what the law requires, and we tell you on screen exactly what that is before you confirm.

At a glance

AES 256

Encryption at rest and in transit, on everything

SOC 2 ready

Built to the criteria, audit in progress

50 states

Attorney reviewed templates, every state

Never sold

Your data is not the business model

Straight answers

The questions people actually ask us

Somewhere safe

Build it somewhere you can trust.

Start FreeSee Pricing

Start your plan with encryption, state compliance and free updates included from the first minute.

Free forever. No card. You pay only when you want documents.