Family & beneficiary organizer
Keep names, relationships, contact details, and consent choices in one private account.
Start free and bring final wishes, beneficiaries, basic insurance notes, family stories, research, and milestone history into one private, understandable workspace.
One family workspace
Preparedness and heritage together
Plain-language guidance
Know what to enter and why it matters
You control the next step
No hidden subscription or automatic contact
See LegacyReady in action
Watch how LegacyReady brings family preparation, important documents, final wishes, and heritage preservation into one secure, understandable workspace.
What LegacyReady makes possible
Every section explains what belongs there, why it matters, and what members can do after saving.
Keep names, relationships, contact details, and consent choices in one private account.
Record burial or cremation preferences, service style, colors, music, readings, location, and budget.
Organize basic policy notes in the free organizer, then upgrade for expanded insurance worksheets, beneficiaries, agent details, document locations, and attorney-handoff questions.
Use will, incapacity-planning, revocable-trust, asset, trustee, and attorney-handoff worksheets.
Preserve relatives, relationships, dates, places lived, occupations, service, and life details.
Capture births, weddings, military service, graduations, home purchases, migrations, and milestones.
Save source links, citations, stories, transcriptions, evidence notes, and open questions.
Create a private life-story and service-information draft, then print it or save it as a PDF.
Review saved information, print it, or save it as a PDF for family and professional review.
One family story, thoughtfully organized
Connect the practical details families need with the names, places, milestones, and stories they never want to lose.
How it works
Start with the most important section, save it, and build a more complete family record over time.
Use one secure sign-in for preparedness and family-history work.
Answer plain-language questions, save as you go, and return whenever you are ready.
Print or save completed documents and choose what to discuss with family or licensed professionals.
Privacy and account confidence
Know who supports the platform, how payments are handled, and who decides when information is shared.
Your planning information is kept behind your account sign-in. Use a unique password and sign out on shared devices.
You decide when to print, download, or share information with relatives or licensed professionals.
Stripe processes paid upgrades. LegacyReady does not store your complete payment-card number.
Questions, correction requests, and security concerns can be sent directly to Sun Marketing, LLC.
Free to start, one-time upgrades
See exactly what you can begin for free and upgrade only when you want expanded printable estate-preparation templates.
Start organizing the essentials in your private account.
$0
A saved, printable family-readiness packet.
$79 one time
Everything in Plus, with expanded trust preparation.
$149 one time
Family preparedness FAQ
Use these starting points to decide what to save first and what to review with family or licensed professionals.
LegacyReady Family is a private online family preparedness planner that helps families organize final wishes, beneficiary details, insurance information, estate-preparation worksheets, family history, and milestone records in one workspace.
Start by recording your preferred service style, burial or cremation wishes, important contacts, budget notes, music or readings, document locations, and the people who should be contacted when your family needs the information.
An estate preparation organizer should include beneficiary information, insurance policies, document locations, asset and property notes, trusted contacts, professional contacts, health-care wishes, funeral preferences, and questions to review with a licensed attorney or financial professional.
Yes. LegacyReady combines practical preparedness details with family history tools so you can preserve relatives, milestones, stories, research notes, and important family documents alongside planning information.
No. LegacyReady Family and Sun Marketing, LLC are not a law firm and do not provide legal, tax, financial, funeral-directing, or insurance advice. The site provides educational preparation tools that families can review with appropriately licensed professionals.
Read weekly resources for final wishes, funeral planning, estate preparation, and family organization.
Estate preparation organizer templatesCompare the printable Plus and Trust preparation packets for family and professional review.
Private family history preservationPreserve relatives, milestones, stories, research notes, and important family records.
Start with the free organizer
Save final wishes, beneficiary notes, basic insurance notes, document locations, and family history in one account before your family has to search for them.
Create your private account at no cost. Upgrade only if you need the expanded printable estate-preparation templates.
Start free — no credit card