Living Trust & Will
The longest flow. Trust details alongside a pour-over will, with room for property, beneficiaries, guardians, and fiduciary appointments.
Best for
Households with property and a trust structure in mind
Living trusts, simple wills, Islamic wills, healthcare directives, powers of attorney, and crypto instructions — each one a short step-by-step flow that checks your answers before it lets you move on, saves as you go, and ends in a downloadable PDF.
wizard document types
steps, depending on type
generated for download
Choose a document
Every type has its own step registry. A social media directive is three screens. A living trust with a full property schedule is ten. You are never walked through fields your document does not need.
The longest flow. Trust details alongside a pour-over will, with room for property, beneficiaries, guardians, and fiduciary appointments.
Best for
Households with property and a trust structure in mind
A will flow that includes a Fara'id inheritance calculator step, with fields that appear and disappear based on which heirs survive you.
Best for
Anyone distributing an estate under Islamic inheritance rules
The straightforward path: who you are, who inherits, who is in charge, and who looks after any minor children.
Best for
A first will without a trust layer
A healthcare directive recording your treatment preferences for situations where you cannot speak for yourself.
Best for
Putting medical wishes in writing
Names the person authorised to act for you and records the scope you want that authority to have.
Best for
Appointing someone to handle affairs on your behalf
Instructions for your social and online accounts — what should be memorialised, closed, or handed over.
Best for
Accounts that outlive you and nobody knows what to do with
Directions covering exchange-held holdings, so the people settling your estate know where to look and what you intended.
Best for
Assets sitting on centralised exchanges
Alongside these seven, Legacy Suite has a separate on-chain Crypto / NFT Will flow that is not a step wizard.See the on-chain crypto flow
The parts people usually find out the hard way — what happens when you leave a field blank, close the tab, or come back a week later.
Every step owns its own form. The Continue button submits that form, so validation runs on the fields in front of you. If something required is missing or malformed, you stay on the step and see exactly which field is the problem — you cannot reach the end and discover a gap four screens back.
Your answers are written to your browser's local storage as you fill them in, and the draft is sent to your account when you press Continue or Save & Exit. There is no background timer quietly saving in between — the save points are the buttons you press.
If a save to your account does not go through, you get a toast telling you so, and you can keep working. Deliberately, a network hiccup does not lock you out of the step you are on.
Come back later and the flow reopens where you got to. Stepping back to revise an earlier answer does not move that marker backwards, so revisiting step two never costs you the seven steps you already finished.
The last step before generating is a read-only summary of your answers laid out on screen. It is there to catch a misspelled name or a wrong percentage. It is a summary of your inputs, not a rendering of the finished document.
When you reach review, the app generates your document and holds the file ready. The final button downloads that PDF. Nothing is rendered in your browser, and there is no live preview of the finished document while you fill the wizard.
One of its seven steps is a Fara'id calculator — not a form that records shares you worked out elsewhere, but a rules engine that computes them. It handles the standard cases across sons, daughters without sons, grandchildren, parents without surviving offspring, and spouse-only estates, and it shows or hides fields depending on which heirs you record.
Explore the Fara'id calculatorThis matters more than any feature on this page, so it should not be buried. Legacy Suite builds and generates your document. Making it effective is a physical, in-person step that happens after the download, and the rules for it are set by your state — not by us.
What the builder does
What you still do yourself
The builder ends with a file. These are the steps between that file and a document that does its job — and the reason the middle one is state-specific.
Signing happens on paper. There is no e-signature step in Legacy Suite, and no digital signing flow to complete inside the app.
Witness counts, who is disqualified from witnessing, whether a handwritten will counts, and whether a self-proving affidavit is available all vary by state. Check yours before you put pen to paper.
Look up your state's requirementsSome documents and some states call for a notary. Legacy Suite does not notarise anything and does not connect you to a notary — you arrange that yourself.
A perfectly executed document nobody can find does nothing. Make sure the person you named as executor knows it exists and where to look.
Legacy Suite is not a law firm and this is not legal advice. For a contested estate, an unusual family structure, or assets in more than one country, talk to a lawyer.
A downloadable template assumes you know which clauses your situation needs. The wizard asks the questions in order and only shows the fields your document type uses.
Per-step validation means an empty required field stops you there, on the screen where you can fix it, rather than turning into a problem in the finished file.
Save & Exit and come back. The flow reopens at the furthest step you reached, so a ten-step trust does not have to be one long evening.
What the wizard does, what it saves, and what you still have to do yourself.
Pick the type that fits your situation, work through its steps, and download the PDF. You can save and come back at any point.
Legacy Suite generates documents. It is not a law firm and does not provide legal advice.