Our story begins where most estate planning stories end

Our Founding Story

It started with a simple question: Why is something so important also so difficult?

It started with a simple question: Why is something so important also so difficult?

When our founder Michael lost his father in 2018, outdated estate planning documents caused months of unnecessary legal complications for his family, despite thousands spent years earlier on a "complete" plan.

This experience revealed a fundamental truth: traditional estate planning isn't designed for real life's changes.

In response, Michael assembled a team of forward-thinking legal experts to create Legacy Buddy, the first estate planning service built on the principle that your plan should evolve as your life does.

Today, we've helped thousands of families protect what matters most with affordable, transparent pricing and unlimited document updates.

Secure your legacy with confidence and control.

92%

of customers complete their documents in under 30 minutes

9.3/10

average customer satisfaction rating

4.8/5

stars from verified customers on Trustpilot

39%

of our customers come from personal referrals

The People Behind Legacy Buddy

We're a diverse team of 32 professionals united by a common belief: estate planning should be accessible to everyone. Our team includes:

Legal Experts

who ensure our documents remain current with state-specific requirements and changing laws

Technology Innovators

who build intuitive tools that simplify complex decisions

Education Specialists

who translate legal concepts into clear, actionable guidance

Customer Advocates

who provide support with genuine care and understanding

How We're Different

We've redesigned estate planning around how people actually live—with changing circumstances, evolving families, and the need for both flexibility and security.

Hourly billing creates unpredictable costs

Updates require new appointments and fees

Process revolves around the attorney's schedule

One-size-fits-all documents with little customization

Limited ongoing support after documents are signed

Basic templates without state-specific details

Minimal guidance through complex decisions

Little or no support for questions

No updates as laws change

No help with execution or storage

Clear, one-time package pricing

Unlimited document updates whenever you need them

Process revolves around your schedule and pace

State-specific documents tailored to your situation

Ongoing support and educational resources

Optional attorney review when desired

Our Commitment to Quality

Legacy Buddy documents are drafted and regularly reviewed by licensed attorneys with extensive estate planning experience. All documents are:

State-Specific

Tailored to the requirements of your state

Regularly Updated

Reviewed quarterly to reflect changing laws

Plain-Language Tested

Evaluated for clarity and readability

Expert Reviewed

Overseen by attorneys specializing in estate law

In addition, our platform and processes are designed to meet the highest standards of security and privacy:

SOC 2 Type II Compliant

256-bit AES Encryption

GDPR and CCPA Compliant Privacy Practices

Regular Third-Party Security Audits

Giving Back

We believe everyone deserves access to essential legal protection, regardless of circumstances.

Through our Legacy For All program, we:

Donate one Essential Will package to a qualifying low-income family for every Complete Trust Plan purchased

Partner with community organizations to provide free estate planning workshops in underserved areas

Offer pro bono services to first responders and their families

To date, we've provided over 1,500 free estate plans to families who would otherwise go without this essential protection.

FAQs

Common questions

The platform is user-friendly and offers various features, such as reporting tools and automatic invoicing.

View all FAQs

Our story begins where most estate planning stories end—with frustration.

Our Founding Story

92%

9.3/10

4.8/5

39%