Frequently asked questions

Legacy Suite is a comprehensive digital inheritance platform. It allows you to secure digital assets (cryptocurrency, NFTs, social accounts) and important documents, ensuring they are securely transferred to your designated beneficiaries if something happens to you. Anything marked for release after your death is handled through a claim your executor submits with a death certificate and supporting documents, which a person reviews first. There is no automated dead man's switch.

Legacy Suite complements traditional estate planning but focuses specifically on digital assets, which are often overlooked in standard wills. While we offer tools to create legal will documents, we recommend using our platform alongside legal counsel to ensure your entire estate—both physical and digital—is fully covered.

For most individuals and families, an online estate plan is an efficient, affordable, and legally sound way to get essential documents in place. Legacy Suite is ideal if you need a will, trust, power of attorney, healthcare directive, or digital asset protection. However, if you have an exceptionally complex estate — such as business succession planning, multi-jurisdictional assets, or contested family situations — we recommend also consulting with an estate planning attorney. Legacy Suite complements traditional legal counsel; our templates cover the most common planning needs, but they are not a substitute for personalized legal advice in complex situations.

We offer several tiers, starting with a free Basic plan for simple document storage. Our Premium plans, which include crypto wallet integrations, NFT protection, and unlimited digital vaults, start at $9.99/month.

Yes. Without a will, state laws (called "intestacy laws") decide how your assets are distributed — and it may not align with your wishes. A will ensures your property, finances, and personal belongings go to the people you choose. It also allows you to name guardians for minor children and designate an executor to manage your estate. If you hold any digital assets — crypto, NFTs, online accounts — a will becomes even more critical, as these assets can be permanently lost without a documented plan. Legacy Suite makes it easy to create a will in minutes, alongside a complete digital estate plan.

A living will, also known as an advance healthcare directive, is a legal document that outlines your medical treatment preferences if you become unable to communicate them yourself. It covers decisions like life-sustaining treatment, resuscitation preferences, and organ donation wishes. With Legacy Suite, you can create a healthcare directive as part of your estate plan. Our platform walks you through key medical scenarios so you can clearly document your wishes, and securely stores the document so your family and healthcare providers can access it when needed.

A trust is a legal arrangement where a trustee holds and manages assets on behalf of your beneficiaries. Unlike a will, a trust can help you avoid probate — the often lengthy and public court process of distributing assets after death. A living trust also provides continuity if you become incapacitated. You may benefit from a trust if you own real estate, have minor children, want to keep your estate private, or want your beneficiaries to receive assets faster. Legacy Suite allows you to create a living trust directly on the platform as part of your comprehensive estate plan.

A power of attorney (POA) is a legal document that grants someone you trust the authority to make financial or legal decisions on your behalf if you're unable to do so — for example, due to illness, injury, or travel. Without a POA, your family may have to go through court to gain authority over your finances. Legacy Suite lets you create a durable power of attorney alongside your other estate planning documents, ensuring all your critical legal protections are organized in one place.

Legacy Suite provides document templates adapted to the state you select. Once you complete, print, and sign your documents with the required witnesses and/or notarization as specified by your state's laws, they are legally valid. Legacy Suite is not a law firm and does not provide legal advice — our platform offers self-help tools for common estate planning needs. We recommend consulting an attorney if you have specific legal questions about your situation. For your state's particular signing and witnessing requirements, our platform provides guidance during the document creation process.

Most states require two witnesses who are: at least 18 years old, of sound mind, and not named as beneficiaries in your will (this is critical — a beneficiary who serves as a witness may lose their inheritance in some states). Good choices include friends, neighbors, coworkers, or other trusted individuals who are not inheriting anything under your will. Some states also require notarization. Legacy Suite provides state-specific guidance on witnessing and notarization requirements during the document creation process so you know exactly what's needed.

After signing your documents with the proper witnesses and/or notarization: (1) Store the originals in a secure location — a fireproof safe, safety deposit box, or with your attorney. (2) Upload digital copies to your Legacy Suite vault so they are organized and findable. (3) Inform your executor and key family members where the originals are stored and that you have a Legacy Suite account. (4) Share access with your designated executor or trusted contacts through the Legacy Suite platform so they can retrieve documents when needed. (5) Review and update your plan annually or after major life events (marriage, divorce, birth of a child, new assets). Keeping digital copies in your vault means the right people can still find them if physical copies are lost or damaged.

Legacy Suite's legal document templates are customized based on your state of residence. Our platform covers all 50 US states and provides state-specific guidance on signing, witnessing, and notarization requirements. Since estate planning laws vary by state, Legacy Suite tailors the document generation process to reflect the legal requirements where you live. If you reside outside the United States, please note that our legal document templates are designed specifically for US law and may not be valid in other jurisdictions.

Legacy Suite's legal document suite (wills, trusts, power of attorney, healthcare directives) is designed specifically for US residents and based on US state laws. However, our digital asset protection, crypto wallet protection, digital vault, and legacy memory features are available globally — these tools are not jurisdiction-dependent. If you live outside the US, you can use Legacy Suite to secure your digital assets, passwords, crypto wallets, and memories, but we recommend working with a local attorney for jurisdiction-specific legal documents.

No. Legacy Suite never asks for a private key or seed phrase, and there is nowhere in the product to enter one. Wallet monitoring records public wallet addresses only, and the Crypto and NFT Will has you sign transactions from your own wallet, so custody never changes hands.

Connections to Legacy Suite use HTTPS, but credentials saved in LegacyPass are encoded for storage rather than encrypted, and there is no client-side encryption that would prevent us from reading your data. Our security page sets out the controls that are in place and the ones that are not, so you can decide what belongs in your plan.

Legacy Suite supports direct integration with MetaMask, Ledger, Trezor, and Coinbase Wallet. You can also manually add details for any other wallet or exchange account (e.g., Binance, Kraken) into your secure digital vault.

Yes. Our platform includes specific gallery features for cataloging NFTs on Ethereum, Solana, and Polygon blockchains, ensuring your digital art collection is preserved and accessible to your heirs.

Yes. If your existing will no longer reflects your wishes, you can create an updated will on Legacy Suite. Once properly signed and witnessed, your new will supersedes any prior versions. We also recommend including a clause revoking all previous wills, which our platform includes by default. Beyond updating your will, Legacy Suite lets you build a complete digital estate plan around it — adding digital asset protection, beneficiary designations, a secure vault, and legacy messages that your previous will likely doesn't cover.

You can update your estate plan on Legacy Suite anytime. Simply log in, make your changes, and generate updated documents. Important notes: legal documents (wills, trusts, POA) need to be re-printed, re-signed, and re-witnessed after any changes to remain legally valid. Digital asset designations, beneficiary assignments, and vault contents can be updated instantly on the platform. Crypto wallet assignments can be reassigned to different beneficiaries at any time. We recommend reviewing your entire plan at least once a year or after major life events such as marriage, divorce, the birth of a child, or significant changes in assets.

SAGE is Legacy Suite's AI-powered assistant designed to simplify the estate planning process. SAGE helps guide you through creating your estate plan by asking relevant questions about your assets, family situation, and wishes, then generating personalized document recommendations and content. It can help you understand estate planning concepts, explain legal terminology in plain language, and ensure you don't overlook important aspects of your plan. SAGE makes estate planning accessible to everyone — even if you have no prior legal or financial knowledge.

No. SAGE AI is designed to make estate planning more accessible and understandable, but it is not a substitute for personalized legal advice. SAGE helps you complete document templates, explains concepts in simple terms, and guides you through the planning process. However, for complex estates, tax optimization strategies, business succession planning, or situations involving disputes, we recommend consulting with a qualified estate planning attorney. Think of SAGE as your starting point — it gets you organized and covered for the essentials, and helps you identify when you might need professional counsel.

Document templates on Legacy Suite are adapted to the state you select. SAGE AI assists in the document creation process by guiding you through relevant questions and populating your answers into these templates. The underlying templates are legally structured — SAGE ensures you complete them thoroughly and correctly. That said, Legacy Suite is not a law firm, and we recommend reviewing your completed documents with an attorney if you have specific concerns. Our platform also includes validation checks to flag incomplete sections or potential inconsistencies before you finalize your documents.