LifeLegacy: Features, Software Overview & Case Studies
The easiest way to leave a legacy
LifeLegacy is an online estate planning platform that lets individuals create a legally valid will, financial power of attorney, and advance healthcare directive in about 20 minutes. It also enables users to designate nonprofit organizations as beneficiaries, supporting planned giving alongside personal estate planning.
Product
LifeLegacy
Use cases
Document Management · Legal Operations Management
Founded
2020
Headquarters
United States
Founders
Austin Cassidy, Jordan Cassidy
Last updated
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What LifeLegacy does
The platform guides users through a step-by-step questionnaire, generates state-compliant documents valid in all 50 US states, and stores them in an encrypted vault with permissioned sharing for loved ones and executors. Documents can be updated and re-downloaded at any time at no extra cost. Beyond individual users, LifeLegacy operates a separate planned giving platform for nonprofits, foundations, universities, and faith-based organizations, claiming over $200M in pledged gifts secured and 1,000+ nonprofit partners.
What it does
LifeLegacy core capabilities
Last Will & Testament
Guided online builder completes a legal will in under 20 minutes.
Financial Power of Attorney
Designates a trusted person to manage property and financial decisions.
Advance Healthcare Directive
Documents medical decision preferences for emergency situations.
Secure Document Storage
Encrypted vault keeps estate documents accessible in one place.
Secure Document Sharing
Permissioned access lets loved ones and executors view documents.
Unlimited Edits & Downloads
Update and re-download documents anytime at no extra cost.
Technical specifications
- Legally valid in all 50 US states
- Encrypted document storage
- Permissioned document sharing
- State-specific signing instructions provided
Case studies
Verified customer results
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Trust & compliance
LifeLegacy security at a glance
Security certifications
Named enterprise customers
Pricing details
LifeLegacy pricing
Starting price
Pricing model
Free version
$179 one-time; $20/year membership from year two
Product videos & screenshots
See LifeLegacy in action
Product interface
LifeLegacy Interface
Comparisons
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Transparency
LifeLegacy sources
Pages used to generate and verify this profile.
FAQs
Frequently asked questions about LifeLegacy
LifeLegacy states that wills created through its platform are legally valid in all 50 US states. Users receive state-specific signing instructions to ensure their documents meet local requirements.
An estate plan includes a Last Will & Testament, a Financial Power of Attorney, and an Advance Healthcare Directive, along with encrypted document storage and unlimited edits and downloads.
The Essential Estate Planning Package is a one-time payment of $179, which covers all documents and storage. Starting in year two, a $20 annual membership fee applies to maintain access and benefits.
Yes. The platform lets users add nonprofits as beneficiaries and allocate a percentage of their estate to them directly within the will-creation process, alongside individual beneficiaries.
LifeLegacy does not specify a fixed interval but notes that life changes and estate plans should reflect those changes. Unlimited edits and re-downloads are included at no additional cost.
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