Legacy Suite turns the whole of estate planning into a running list of concrete tasks across seven phases. Tick one off and your Legacy Score moves. No guessing what comes next, no wondering how far along you are.
One number, built from the tasks you have actually completed.
Most people who intend to get their affairs in order never do, and it is rarely because the individual steps are difficult. It is because the project has no visible edges. There is no obvious first move, no sense of how much is left, and nothing that tells you a given afternoon of effort mattered.
So it stays on the list. A will gets drafted and then sits unsigned. Accounts get mentioned to a spouse but never written down. The crypto wallet nobody else knows about stays that way. Each piece is small; the shapelessness of the whole is what stops people.
My Checklist replaces that shapelessness with a list. Every task is specific, every task belongs to a phase, and every completed task adds points to a score you can see. The work does not get easier — it gets legible, which turns out to be most of the battle.
Your tasks arrive from Legacy Suite already grouped into seven phases that move from the immediate and obvious toward the long-tail details most plans forget. You are free to work out of order — the phases exist to give the list a shape, not to lock you out of anything.
Getting oriented
The groundwork: your profile, the basic facts about your household, and a first honest inventory of what you own and where it lives. This phase exists to turn a vague sense of your estate into a written one.
The core document
Work through the will builder — assets, beneficiaries, guardianship where it applies, and the specific gifts you want named. This is the phase that produces a document, and it tends to be the one people feel most relieved to clear.
People
Invite trusted contacts, designate your Digital Executor and a backup, and record who inherits what. Estate planning stops being theoretical the moment real people are attached to real roles.
Digital life
Logins, subscriptions, email, cloud storage, social profiles. The part of an estate that did not exist a generation ago and that no probate court will help your family reconstruct on their own.
Records
Upload the paperwork that proves things: deeds, titles, policies, statements, certificates. Tasks in this phase are about moving records out of drawers and inboxes and into one place someone else can find.
Assets that need care
Crypto wallets, NFTs, business interests, and anything else that needs instructions rather than just a mention. These are the assets most likely to be lost outright if nobody is told how they work.
Keeping it true
A plan describes a life that keeps changing. This phase covers the revisiting — checking that beneficiaries still match your intentions, that documents still reflect reality, and that new accounts have been captured.
Phases are a structure for the work, not a schedule you are held to. Nothing expires, nothing is gated, and you can revisit any phase at any point.
The mechanics are deliberately plain. There is nothing to configure and nothing to learn.
The checklist is not a static template. Tasks are defined on the Legacy Suite side and delivered to your account, grouped into their phases, each carrying the point value it contributes to your score.
Marking a task complete registers instantly — the tick, the points, and the progress ring all update in the same moment, without waiting on a round trip. The list keeps up with you rather than the other way round.
Certain tasks are system-generated and read-only: you cannot tick them by hand. They complete when you actually do the underlying work elsewhere in Legacy Suite, so the score reflects real activity rather than self-reporting.
Completed tasks add their points to a single 0–100 Legacy Score, which appears on your dashboard and in a badge in the header. You do not have to open the checklist to know roughly where you stand.
The Legacy Score is the sum of points from the tasks you have completed, expressed on a 0–100 scale. It is not an assessment of your estate's value, a legal review, or an opinion about your choices. It is a measure of how much of the checklist you have worked through.
Underneath the single number, points roll up into six parent categories. That breakdown is what tells you which side of your plan is thin — a high score with one empty category is a useful thing to see.
On the dashboard the score is rendered as a ring that fills as you complete tasks. Small enough to glance at, specific enough to be honest about how far along you are.
A badge in the header carries your progress with you across the product, so the score is not something you have to go looking for.
There is no finish line that locks the number in place. Add an asset, record a wallet, invite an executor — the tasks behind those actions are still there to complete, and the score still responds.
It is worth being precise about this, because a progress number can imply more than it means.
What it does
What it does not do
The checklist is not a separate to-do app bolted onto the side. Its tasks send you into the parts of Legacy Suite that do the actual work, and completing that work is what moves the score.
The will builder walks through assets, beneficiaries, and guardianship, then produces a PDF for you to print, sign, and have notarized yourself.
Wills and estate documentsLegacyPass records the account credentials your executor would otherwise have to reconstruct from nothing, with recipients set per entry.
About LegacyPassThe Crypto Will covers on-chain assets, which are the holdings most likely to vanish entirely if nobody is told they exist. Currently testnet only.
Crypto and NFT inheritanceDonate to a non-profit through the directory, or name one as a beneficiary so a cause you care about is part of the plan itself.
Charitable givingInvite trusted contacts, wait for them to accept, and designate a Digital Executor plus a backup from the people who have.
Legacy Suite for familiesSAGE is the AI guide that helps interpret what a task is asking for and turns your answers into an action plan.
Meet SAGEIf the obstacle has always been not knowing where to begin, the first phase answers that for you. The next task is simply the next unticked line.
A will drafted years ago and nothing since is a common position. The category breakdown shows precisely which parts were never touched.
Progress you can see is progress you keep making. The score turns a task nobody enjoys into one with visible returns on each sitting.
What the tasks cover, how the 0-100 score is built, and what it does not claim to measure.
Open your checklist, work through the first phase, and let the score tell you the rest. Creating an account is free.
Legacy Suite is not a law firm and does not provide legal advice. Your Legacy Score measures checklist progress, not the legal completeness of your estate plan.