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Legacy Buddy launches in 2026. Join 31,000+ families already preparing. Secure Your Spot →

Your Wealth and Your Legacy, in One Plan.

Start with your money and your plan, not paperwork. Take a 3-minute quiz, see exactly where you stand, and let Legacy Buddy build your plan with you. Missing documents? Create them here, or connect with a professional.

Take the Early Access Quiz
Quiz Score Dashboard Documents Professionals
The LQ™ Score

Start with a score. Build from there.

The Legacy Quotient (LQ™) Score measures your family's readiness across four weighted pillars. Here is what each one looks at.

Financial Health

Debt-to-income, net worth, and savings rate. The financial base every estate plan is built on.

Estate Readiness

Your Will, Trust, Powers of Attorney, and beneficiary designations. The documents that put your wishes into effect.

Protection Readiness

Life and disability insurance, plus healthcare directives. The safety net that protects the people who depend on you.

Generational Impact

529 plans, charitable intentions, and milestone documentation. The legacy you are building for the next generation.

Your score, at a glance

0 to 25 Needs Urgent Attention
26 to 50 Building Your Foundation
51 to 75 Strong Progress
76 to 100 Excellent Readiness
Preview of the Legacy Lens™ dashboard showing a projected net worth trajectory and monthly savings targets
Coming Soon
Legacy Lens™

See your family's wealth in one clear view.

  • Net worth trajectory, projected 10 years out
  • Monthly savings targets to hit your goals
  • Debt payoff timeline
  • LQ™ Score improvement simulator
  • Personalized milestone recommendations
Join the Waitlist for Early Access
Document Builder

Legal documents in plain English.

Last Will & Testament Revocable Living Trust Pour-Over Will Financial POA Medical POA Prenuptial Agreement

Create them, edit them anytime, and keep them state-compliant across all 50 states.

Legacy Buddy provides document creation tools, not legal advice. Documents are designed to be state-compliant across all 50 U.S. states. Complex situations are referred to licensed professionals through our Legacy Counsel service.

The right professional, at the right moment.

CFP / CFA

Financial planning guidance, matched to the gaps your score reveals.

Coming Soon

Estate Attorney

Document review and counsel for situations that call for a licensed attorney.

Coming Soon

Insurance Professional

Coverage guidance for the protection gaps your readiness score surfaces.

Coming Soon

Connected to your LQ™ Score. Professionals are introduced when your score identifies a specific gap, not before.

Join the Waitlist

Be Among the First to Build Your Legacy.

Join 31,000+ families who are already preparing. Get early access to the LQ™ Quiz, priority onboarding, and our exclusive launch-day offer when Legacy Buddy goes live in 2026.

No credit card. No spam. Unsubscribe anytime. Legacy Buddy provides document creation tools, not legal advice.