FAQs
Yes. Estate plans are about more than money! A well written estate plan guides end of life care, guardianship for minor children, and how a person will be remembered.
LegacyWise’s suggested cost is less than 1/3 of traditional custom legal documents. To keep it affordable, it is based on a sliding scale by income. If that is too high, LegacyWise users can just name their own price. Our goal is to serve users well regardless of their ability to pay. Plus, LegacyWise’s services come with a 100% one-year money back guarantee.
LegacyWise has been designed to get you Done in a Day! After your registration is complete, you will choose a Workshop near you. During the workshop, you will learn all about estate planning, make your own customized plan, and make an appointment to sign your documents – all within a few hours! A limited number of signing appointments are available right after the seminar for those who need to sign that day.
Many online systems offer fill-in-the-blank forms without much flexibility or customization. The LegacyWise system offers customizable documents that address unique family structures and life circumstances. LegacyWise also offers live seminars to help you truly understand your estate plan and end of life options. Through the LegacyWise system you will build your own documents. The documents are purposely designed to be easily understood. LegacyWise staff can answer questions as you build your own documents.
It depends. A Will is a public document that describes how you want your estate handled after death. It must go through a court process called “probate” after your death. A Trust is a private document describing your estate plan. It avoids probate. LegacyWise users are able to choose either plan, depending upon which they believe works best for their families.
Yes. LegacyWise can be used to replace an old Will or Trust.
Yes. LegacyWise works for most family structures, including blended families, multigeneration families, adoptive and foster families, LGBTQ families, single parents, and grandparents raising grandchildren, among others.
No. LegacyWise does not offer tax planning. People with tax planning questions should seek their accountant or financial advisor’s advice. Under recent federal legislation, over 90% of estates presently are exempt from any federal taxation. That helps to simplify the LegacyWise documents.
No. LegacyWise does not offer legal services. People with legal questions should seek an attorney’s advice. LegacyWise users may opt to be referred to a nearby attorney for signing and for any follow up questions. Services other than signing typically would require that a fee be paid to the attorney.
Yes. LegacyWise partners with legal professionals in all states and can refer you to a local attorney to answer your questions.
LegacyWise is designed to work in all states. Currently, LegacyWise operates in the States of New Hampshire and Maine. However, we plan to expand to all states in the near future. Feel free to call or write to find out when seminars will be available in your area.
Offering a LegacyWise workshop provides your members with a sense of value and belonging.
Charitable Giving is the practice of donating a portion of your estate to a non-profit organization or charity of your choosing. This may be your house of worship, school, or favorite charity.
Donating a portion of your estate to a religious, charitable, or non-profit cause helps the organization grow and thrive. Including a meaningful cause in your estate plan can also enhance your sense of legacy. Giving is also an important part of Biblical stewardship for those who follow the Holy Scriptures. Finally, some estates may benefit from tax breaks for charitable giving. Check with your attorney or financial planner to see if this may benefit your estate.
No, LegacyWise is scalable to any member size.
Yes, LegacyWise is available in all states.
Yes. LegacyWise originated in the Christian faith. As a matter of obedience to that faith, it is offered to all religious communities. It is also offered to those who are not religious.
Yes. LegacyWise is available to non-profit corporations.
Yes. LegacyWise is available to for-profit corporations. Some have sponsored LegacyWise seminars as a service to their employees or other constituents.
No. LegacyWise was founded to help serve the large percentage of Americans who do not have an estate plan, as well as those who struggle with traditional legal services. It is our primary goal to serve those who do not normally access legal services.
LegacyWise has carefully rewritten documents to replace traditional legalese with simpler phrases, using language most people use in regular daily speech. Specialized terms are explained when used. However, some state-specific forms require specific words selected by local legislatures. In many cases, those words cannot be changed. LegacyWise staff are available to help explain unfamiliar terms.
No. LegacyWise is not a law firm and does not offer legal advice.
No. LegacyWise professionals are expected to offer their signing services for no cost. However, review of documents and any other professional services may be charged to LegacyWise users at a reasonable rate. Those services offered by you are not LegacyWise services. You set the terms for such work.
Becoming a LegacyWise professional offers attorneys, paralegals, notaries public, and signing agents access to possible new clients, as well as opportunities to serve those who serve our communities. LegacyWise professionals also are part of the endowment building for charitable and religious organizations who benefit from our important work in helping individuals put into practice their charitable desires.
