Frequently Asked Questions

About Our Documents

Do you offer refunds?

Yes. We offer a 30-day satisfaction guarantee. If you're not satisfied with our service for any reason, contact us within 30 days of purchase for a full refund.

This applies even if you've already created and downloaded your documents.

Are there any hidden fees or subscription costs?

No hidden fees, period. We believe in transparent pricing.

The package prices listed are one-time payments that include document creation and unlimited updates. There are no mandatory subscription elements or recurring charges, apart from a yearly $29 charge for Legacy Dashboard.

Can I share access to my documents with others?

Yes. The Legacy Dashboard allows you to grant view-only access to important people in your life, such as:

Your spouse or partner
Your executor
Your successor trustees
Your healthcare agents

This controlled sharing ensures the right people can find crucial information when it's needed, while keeping your documents secure.

What features are included in the Legacy Dashboard?

Your Legacy Dashboard includes:

Secure document storage for all your Legacy Buddy documents
The ability to update your documents whenever life changes occur
Document sharing with trusted family members or advisors (view-only access)
Asset inventory tools to keep track of what you own
Educational resources about estate planning topics
Notification system for relevant legal changes
Progress tracking for your estate planning tasks

What is the Legacy Dashboard?

The Legacy Dashboard is your personal estate planning hub that comes with every Legacy Buddy package. It provides a central place to manage, store, and update your estate planning documents and information.

Do I need to update my documents if I move to a new state?

Yes, you should. Estate laws vary significantly between states, so documents created for one state may not work optimally in another.

The good news? With Legacy Buddy, updating your documents for your new state is straightforward. Just log in, update your address, and our system will guide you through creating new state-appropriate documents.

What's the difference between a Will and a Trust?

A Will:

Takes effect only after you pass away
Must go through probate court (a public process)
Names guardians for minor children
Directs who receives your assets
Names an executor to manage the process

A Revocable Living Trust:

Takes effect immediately once funded
Avoids probate court (keeping matters private)
Allows for management if you become incapacitated
Provides more control over when/how beneficiaries receive assets
Requires "funding" (transferring assets into the trust)

Many people benefit from having both, a Trust for most assets to avoid probate, and a Will to catch anything not in the Trust and to name guardians for children.

What's the difference between the Essential Will and Complete Trust Plan?

The Essential Will ($29) provides a basic state-specific last will and testament that outlines asset distribution and guardian nominations. The Complete Trust Plan ($299) offers comprehensive protection with multiple documents: a revocable living trust to avoid probate, a will, medical and financial powers

How does Legacy Buddy protect my sensitive personal information?

Your privacy and security are our top priorities. Legacy Buddy employs bank-level encryption and advanced security protocols to safeguard your personal information. Our platform is designed with multiple layers of protection, and we never share your data with unauthorized third parties. You can also control exactly who has view-only access to your documents, giving you complete control over your sensitive information.

What makes Legacy Buddy different from other online legal services?

Unlike other services that make updating difficult or costly, Legacy Buddy lets you update your documents anytime as your life changes. We also focus exclusively on estate planning rather than general legal documents, allowing us to provide deeper guidance in this specific area.

Do I need a lawyer to create my estate plan?

For many typical situations, Legacy Buddy provides everything you need without requiring an attorney. Our documents are designed for common scenarios and are regularly updated to reflect current laws. For complex situations—such as large estates, business interests, or special needs planning—we offer optional attorney review services.

Are Legacy Buddy documents legally valid?

Yes. All Legacy Buddy documents are created to comply with your state's specific legal requirements. Once properly signed and, when necessary, witnessed or notarized according to our instructions, they become legally valid.

About Our Documents

Ready to secure your legacy?