Legacy Planning io
Ai Assisted Estate Planning Software
Legacy Planning
Estate Planning made easy
accessible Estate Planning
Hi there! I'm Jay, and my partner Belle and I are on a mission to simplify the estate planning process. We've noticed that many people are passing away without any preparation, and we believe that this can be avoided. That's why we've developed a digital questionnaire that pre-fills estate planning forms on behalf of our customers. It's a great starting point, and we recommend that you take these forms to an attorney to finalize the process. Thank you for supporting our business, and we look forward to helping you secure your future.
Death is Hard, Don't make it harder.
"As someone who procrastinated estate planning, I was thrilled to find this . The straightforward digital questionnaire made it simple to complete. While I appreciate the attorney recommendation, taking this step boosted my confidence and security. Thank you for the stress-free experience!"
Ellen N. 6/28/23
"This affordable and revolutionary estate planning website has transformed the process for me. With its user-friendly interface, I effortlessly completed all necessary forms. The hassle-free experience provided peace of mind. I highly recommend this platform to anyone seeking a streamlined and accessible estate planning solution."
Virgina W 7/3/23
Frequently Asked Question's
How long does it take?
The questionnaire typically requires an estimated duration of around 30 minutes to complete, whereas the generation of documents is instantaneous and happens without any delay. (Usually) ;)
What if there are errors?
In the event of any errors or issues with the generated documents, contact our customer support team. We will be happy to provide you a blank document but we cannot refill it.
Is My Personal Information safe?
We do not ask for any SPI (Sensitive Personal Information) within the digital form. You will need to manually fill out Dates of Birth, Social Security Numbers, etc. We do not retain anything entered into the form.
Do I need an Attorney?
Yes. You are highly advised to consult with an attorney. Take these documents to your attorney for proper filing and revision.
State Laws that we need to be aware of?
Yes. You are highly advised to consult with an attorney. Take these documents to your attorney for proper filing and revision.
Are these Legally Binding documents
A contract is an agreement between parties. The basic elements required for the agreement to be a legally enforceable contract are: mutual assent, expressed by a valid offer and acceptance; adequate consideration; capacity; and legality. Consult an attorney.
My documents didn't arrive.
Please check your spam folder. The email was sent to the first email you entered while completing your contact information. If still having trouble please email us at legacyplanningio@gmail.com
Can i have a refund?
We regret to inform you that refunds are not available due to the nature of our business. Rest assured, we remain committed to delivering the requested documents to you promptly.
About US
Jay and Belle's encounter proved to be a stroke of luck that set in motion a remarkable journey of change. Belle's relentless drive for technology and innovation found itself at odds with Jay's initial doubts about transforming entire industries. Nevertheless, Jay's perception shifted when he witnessed others turning Belle's ideas into reality. It dawned on him that there was immense untapped potential waiting to be harnessed. This pivotal realization served as the catalyst that brought them together, driven by a collective vision to create a future where empowerment and innovation seamlessly intertwine.
Belle, a devoted mother of two, embodies a unique blend of passion and expertise. With a profound background in both business and fine arts, she embraces her role as a catalyst for entrepreneurial success and a challenger of societal norms. Life's unexpected challenges, including the painful loss of loved ones, awakened in Belle the realization of the vital need to secure a solid foundation for her precious children. This journey has fueled her commitment to empower others through heartfelt guidance, ensuring a legacy of protection and prosperity for generations to come.
Jay, an accomplished entrepreneur with a background in starting successful companies, brings his expertise to the realms of senior living and estate planning. With 10 years of invaluable experience in life insurance, he has witnessed the need for accessibility and recognized the transformative potential of technology. Jay's innovative spirit drives him to revolutionize businesses by harnessing the power of AI. Beyond his professional endeavors, he finds joy in traveling the world & playing the piano. Jay's multifaceted journey is a testament to his unwavering commitment to making a positive impact and embracing the wonders of life.
Estate planning made easy
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P.O Box 1195
Pittsburg, Kansas 66762
LegacyPlanningio@gmail.com
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