LegacyWise seeks to serve people living today without an estate plan. This is the majority of Americans.

Many feel overwhelmed by the estate planning process, or that they do not need an estate plan at all. But estate planning is about so much more than money. A well written estate plan guides end of life care, guardianship for minor children, and how a person will be remembered. And, it does not have to be complicated, or take forever. In fact, with LegacyWise’s system, you are Done in a Day!

Writing a will or trust can be an empowering experience. Through our simple system, LegacyWise users find relief by getting a plan done, and find peace in becoming part of something bigger than themselves. Our proprietary technology is straightforward, anyone can use it. And because it is internet-based, creation and delivery of your documents is lightning fast. Learn more about small estate planning, charitable giving, and other frequently asked questions here.

Our Goals

one million

children protected through thoughtful and caring guardianship planning

 + 

one billion

dollars in deferred gifts to charities, churches & schools across this nation

Our Goals

one million

children protected through thoughtful and caring guardianship planning

 + 

one billion

dollars in deferred gifts to charities, churches & schools across this nation

FOR INDIVIDUALS

FOR ORGANIZATIONS

FOR PROFESSIONALS