Two paid legal services, and a verified network of advisors, planners, CPAs and insurance producers behind them. We would rather tell you to speak to somebody than sell you a document that will not do the job.
Available on every plan and during your trial.
Neither one is a subscription and neither one is gated behind a plan.
Flat, per document
A verified legal professional reads a document you have already created and returns written findings. One document, one fee, no hourly billing and no meter.
Set by the attorney
A full consultation with an independent estate attorney for a situation that genuinely needs one. You are matched with an attorney licensed in your state, and they charge you for the service they provide, at their own rates, with the scope agreed before anything begins.
Not every gap is a legal one. A plan that is short on cover, heavy on debt or unclear on tax needs somebody else entirely, and the platform verifies all four the same way.
Registered investment advisors, broker dealer representatives, CFP and CFA holders. The people to talk to about retirement, education funding, or getting out from under debt before any of it becomes an estate question.
Checked against FINRA BrokerCheck, or a current CFP or CFA credential
Licensed in the state they practice in. Routine wills and powers of attorney are handled by the platform, so what reaches an attorney through Smart Review™ and Legacy Counsel™ is the work that genuinely needs one.
Checked with the state bar, active and in good standing
Licensed accountants advising on estates, gifts and business succession. Usually the first person a family tells about an inheritance, and often the only one who sees the whole picture.
Checked with the state licensing board
Licensed life and long term care producers. Protection is one of the four pillars your LQ™ Score reads, so a household with dependents and no cover sees that gap before anybody has to raise it.
Checked with the state insurance department
Legacy Buddy is not an investment adviser, insurance agency or tax adviser. Legacy Professionals are independent, licensed and responsible for their own advice.
This is the part a company selling attorney hours would leave out.
Naming a guardian, an executor and where things go is well within what good software should handle. The platform applies your state’s execution rules and gives you the signing checklist.
Software is enough
These are standard instruments with standard requirements. What matters is that they exist, name the right people, and are executed correctly.
Software is enough
One household, assets in one state, a clear idea of who gets what. The work is the funding checklist afterwards, and the platform tracks that too.
Software is enough
New child, new state, new executor. Unlimited free edits exist precisely so that keeping a plan current never needs a professional and never costs anything.
Software is enough
The platform raises these itself rather than waiting for you to know to ask.
Leaving money directly to a child who receives means tested support can cost them that support. This needs a special needs trust drafted by someone who does it regularly.
A stake that keeps trading after you involves succession, valuation and often a buy sell agreement sitting alongside the estate plan. The documents have to agree with each other.
Each state has its own rules about how real property passes, and a plan that works in one can create an extra administration in another.
A blended family with competing expectations, or a deliberate decision to leave someone out. Both are situations where how the document is drafted matters as much as what it says.
Legacy Lens™ raises the situations above on its own rather than waiting for you to know to ask.
A written review of a document you have, or a consultation about something you do not.
A verified professional licensed where you live, matched from the directory. Priority matching on Legacy Unlimited™.
Findings land in your Legacy Vault™ alongside the document they refer to, so the advice and the paperwork stay together.
Legacy Counsel™ matches you with an independent attorney licensed in your state. They quote for the service you actually need, agree the scope with you before anything starts, and bill you for that work. Not an hourly meter you find out about afterwards.
They are independent, which is the part that matters. Their advice is their own and their professional responsibility is to you, not to us. Legacy Buddy provides document creation tools, not legal advice.
What to expect
You describe the situation
In the platform, with your plan attached
We match you
An attorney licensed in your state
They quote the work
Scope and cost agreed before it starts
You decide
Nothing proceeds until you say so
Complex trusts, special needs planning, contested families and property in several states are the cases the platform routes here rather than generating something that will not hold.
Legacy Buddy provides document creation tools, not legal advice.
Your plan, your documents, and a professional on the two occasions a year when one is genuinely worth it.
Free forever. No card. You pay only when you want documents.