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About Us


LegacyWise® provides an affordable and unique solution to estate planning needs. Our innovative and interactive Done in a DaySM system allows individuals to prepare basic estate planning documents affordably using online customizable legal forms and self-help documents, with the professional guidance and assistance of our trained legal staff. The Done in a DaySM system provides a wealth of videos and information on various estate planning and charitable giving topics to assist individuals in the process of creating wills, trusts, and other basic estate planning documents.

Planning for the inevitable ensures that loved ones are properly cared for, and that traditions are continued. At LegacyWise®, we are committed to helping you ensure that decisions made regarding assets and dependents are made in accordance with important personal values.







LegacyWise Tax ID: 81-1872331