Family information
Keep important people, beneficiaries, relationships and contact details organized.
Prepare today. Protect tomorrow.
Your family’s important plans, organized in one place.
LegacyReady helps families prepare beneficiary information, final wishes, insurance details, and estate-planning notes without making promises about reminders or legal outcomes.
Family readiness overview
1Family & beneficiaries
2Funeral preferences
3Life insurance information
4Estate preparation documents
A clean, practical process
Preparation without confusion or false promises
Final wishes
Record funeral preferences and prepare questions for conversations with funeral homes.
Insurance preparation
Organize policy details and request a licensed professional consultation when desired.
Estate preparation
Use will and revocable-trust preparation templates before meeting an attorney.
One-time access
Choose the preparation level your family needs
LegacyReady Plus
Family, funeral and life-insurance organization.
$79 one time
- Secure member account
- Beneficiary organizer
- Funeral preference worksheet
- Insurance information organizer
- Warm-introduction request
LegacyReady Trust
Everything in Plus, with estate-preparation templates.
$149 one time
- Everything in Plus
- Will preparation template
- Revocable-trust preparation template
- Asset and successor-trustee worksheet
- Attorney discussion checklist
One-time payment. Templates are educational preparation tools and are not executed legal documents. State requirements vary; attorney review is recommended.