Plan Your Legacy. Protect What Matters.
AI-guided tools that help you organize important information, prepare for the future, and keep your family's essential records in one secure place.
Not a law firm. Educational and organizational tools only.
Four Simple Steps
Small steps, plain English, and progress you can save at any time.
Tell Us About Your Situation
Answer simple guided questions in plain English — no legal jargon, no long government-style forms.
Build Your Legacy Profile
Organize family, assets, beneficiaries, insurance, final wishes and important contacts in one place.
Review Your Legacy Checklist
LegacyGuide AI highlights missing information and areas you may want to consider reviewing.
Save & Maintain Your Plan
Keep your information secure and return whenever life changes — marriage, a move, a new child.
LegacyGuide AI
A conversational assistant that asks one friendly question at a time and adjusts based on your answers — instead of handing you a long, intimidating form.
- Save your progress and return whenever you like
- Skip optional questions and edit earlier answers
- See your completion percentage as you go
- Ask for plain-language explanations of unfamiliar terms
LegacyGuide AI provides educational information and organization help — never legal advice.
Everything in One Secure Place
Family & Important People
Spouse, children, beneficiaries, trusted contacts, emergency contacts, professionals.
Assets & Liabilities
Real estate, accounts, vehicles, business interests, mortgages and loans — no passwords required.
Insurance Organizer
Life, health, long-term care and property coverage with carrier and agent contact notes.
Final Wishes
Memorial preferences, people to notify, spiritual preferences and personal messages.
Digital Legacy
Email, social media, domains, cloud storage and online businesses — where credentials are stored, never the passwords.
Secure Legacy Vault
Private, authenticated document storage for the records your family would need to find.
Annual Legacy Checkup
A yearly AI-guided review that flags what may need updating after life changes.
Reminders
Optional email reminders for beneficiary, insurance, document and vault reviews.
Built for Sensitive Information
Private by design
Authenticated access only. No public file links, and documents are never exposed in general admin views.
Minimum data
We never ask for banking passwords, card numbers, or unnecessary personal identifiers.
Encrypted storage
Encryption in transit, private storage, expiring download links, and audit logging.
Simple, Transparent Plans
Start with the organizer. Add the vault membership whenever you're ready.
Legacy Organizer
- LegacyGuide AI assistant
- Legacy readiness assessment
- Family & important people organizer
- Asset and liability organizer
- Beneficiary organizer
- Insurance organizer
- Final wishes organizer
- Digital legacy organizer
Legacy Vault Membership
- Secure document vault
- Annual AI Legacy Checkup
- Life-event update guidance
- Reminder system
- Legacy profile maintenance
- Trusted access features as released
Document Preparation
- Will planning package
- Family estate package
- Living trust package
- Activated only where attorney-reviewed, state-specific templates are approved
Document preparation packages are displayed as coming soon and are activated only after attorney-reviewed, state-specific templates are approved for your state.
Need Professional Help?
Some situations benefit from personalized legal advice — blended families, business ownership, special-needs beneficiaries, significant tax concerns, or property in more than one state. We're glad to point you toward a qualified licensed attorney.
Request a ReferralImportant: MJ Professional Solutions is not a law firm and does not provide legal advice or legal representation through this software. LegacyGuide AI provides general educational information and organizational assistance. Information provided through this platform should not be considered a substitute for advice from a qualified attorney. Laws and individual circumstances vary. Consult a licensed attorney for advice concerning your specific situation.