Estate planning with heart, not hassle.

Legacy is how you live, not how you leave.

Offer your employees (and yourself)
peace of mind.

Strengthen your benefits offering with Legado’s personalized Legacy Packages.

  • Legado makes it easy to identify and complete all the documents that detail what will happen to your assets, like your money and property, after you pass away. Our Legacy Packages also include your wishes when it comes to healthcare and end-of-life preferences.

  • We retain licensed attorneys with specialized knowledge and experience in the industry. They are equipped with the knowledge and experience necessary to provide high-quality estate planning services.

  • Complete our simple survey to understand your Legacy Profile Type and be connected to an attorney that evaluates each situation individually to provide custom support and guidance based off your needs.

  • We have you covered with comprehensive estate planning tools like an Implementation Guide, Settlement Directions, free simple amendments, quitclaim deed templates, a Custom Funding Guide, and more.

The Legado Way

Plans don’t always go as expected, that’s why Legado is designed to grow and change with you. Let’s build your foundation today and change it whenever.

1. Start

We’ll assess your needs and begin crafting your custom plan through our 7-step intake journey.

2. Create

We will craft a personalized plan which you can review and finalize at your leisure.

3. Evolve

Life changes, and with our subscription packages, your legacy and estate plan can too.

Looking for individual legacy planning support?

Email us here to register.

Testimonials

  • Austin N. in New Jersey

    “We had a wonderful time working with Legado. Everyone was so kind and helpful throughout the Estate Planning process. Loved the digital first approach and the team was wonderful!”

  • Jason W. in Texas

    “The Legado team was really helpful and informative. They made the complex process of estate planning feel simple and approachable. I wasn't sure if I should go with my local attorney or an online option, but the combination of doing it digitally with an attorney review was perfect for a small business owner like myself.”

  • Kim K. in Florida

    “My husband I recently used Legado to create our estate plan (we only had a will before) and we couldn't be happier. The process was easy and the attorney, Ciara, was patient and clearly answered all of my questions. It's something we've been putting off for a while because I thought it was going to be complicated, but it wasn't.”

Why the bird?