ESTATE PLANNING, MADE HUMAN.
Estate planning
shouldn't feel
overwhelming.
LegacyGuard helps families create comprehensive estate plans with professional guidance, transparent pricing, and support from start to finish.
Not sure where to begin? Our free Essential Guide to Estate Planning breaks down the basics and helps you understand your options before you take the next step.
Free download · Clear, practical guidance · No obligation
national media coverage
Featured across 1900+ news & media outlets nationwide.
LegacyGuard has appeared across major network affiliates, national publications, and media outlets throughout the United States.
why families choose legacyguard
A simpler way to protect what matters.
Estate planning can feel complicated. We built LegacyGuard to make the process clear, guided, and human from start to finish.
Attorney-Supported Planning
Each estate plan includes attorney oversight as part of the process
Clear, Upfront Pricing
Know what your estate plan costs before you begin.
Guidance From Start to Finish
Receive professional guidance and support throughout the process.
Estate Planning Services
A complete plan for the people and things that matter most.
LegacyGuard brings the essential pieces of estate planning together in one guided process, helping you create a plan that reflects your family, your wishes, and your future.
01
Wills & Trusts
Estate planning built around your family, assets, and wishes, including wills and revocable living trusts.
02
Powers of Attorney & Healthcare Planning
Put trusted people in place to make financial and healthcare decisions if you're unable to act for yourself.
01
Wills & Trusts
Estate planning built around your family, assets, and wishes, including wills and revocable living trusts.
02
Powers of Attorney & Healthcare Planning
Put trusted people in place to make financial and healthcare decisions if you're unable to act for yourself.
03
Asset & Property Planning
Plan for how real estate and other important assets fit into your estate plan, including deed-related planning where applicable.
04
Ongoing Estate Plan Support
Keep your plan aligned with life as your circumstances, assets, and family needs change.
03
Asset & Property Planning
Plan for how real estate and other important assets fit into your estate plan, including deed-related planning where applicable.
04
Ongoing Estate Plan Support
Keep your plan aligned with life as your circumstances, assets, and family needs change.
How it works
A clear path from first conversation to finished plan.
We guide you through the estate planning process step by step, keeping everything clear, organized, and supported from consultation through finalization.
How it works
A clear path from first conversation to finished plan.
We guide you through the estate planning process step by step, keeping everything clear, organized, and supported from consultation through finalization.
01
consultation
Start with a conversation.
Schedule a complimentary consultation to talk through your goals, family, assets, and estate planning needs.
02
Plan Creation
We build your estate plan.
Using the information gathered during your consultation, your documents are prepared around your wishes, family, assets, and planning needs.
03
review & Finalization
Review, refine, and finalize.
Your completed plan goes through attorney oversight before finalization. If changes are needed, they're addressed before your documents are finalized.
04
ongoing support
Your plan can change when life does.
Amendments are included during your first year, and ongoing update options are available afterward so you can return to LegacyGuard whenever your plan needs to change.
How it works
A clear path from first conversation to finished plan.
We guide you through the estate planning process step by step, keeping everything clear, organized, and supported from consultation through finalization.
01
consultation
Start with a conversation.
Schedule a complimentary consultation to talk through your goals, family, assets, and estate planning needs.
02
Plan Creation
We build your estate plan.
Using the information gathered during your consultation, your documents are prepared around your wishes, family, assets, and planning needs.
03
review & Finalization
Review, refine, and finalize.
Your completed plan goes through attorney oversight before finalization. If changes are needed, they're addressed before your documents are finalized.
04
ongoing support
Your plan can change when life does.
Amendments are included during your first year, and ongoing update options are available afterward so you can return to LegacyGuard whenever your plan needs to change.
How it works
A clear path from first conversation to finished plan.
We guide you through the estate planning process step by step, keeping everything clear, organized, and supported from consultation through finalization.
01
consultation
Start with a conversation.
Schedule a complimentary consultation to talk through your goals, family, assets, and estate planning needs.
02
Plan Creation
We build your estate plan.
Using the information gathered during your consultation, your documents are prepared around your wishes, family, assets, and planning needs.
03
review & Finalization
Review, refine, and finalize.
Your completed plan goes through attorney oversight before finalization. If changes are needed, they're addressed before your documents are finalized.
04
ongoing support
Your plan can change when life does.
Amendments are included during your first year, and ongoing update options are available afterward so you can return to LegacyGuard whenever your plan needs to change.
01
consultation
Start with a conversation.
Schedule a complimentary consultation to talk through your goals, family, assets, and estate planning needs.
02
Plan Creation
We build your estate plan.
Using the information gathered during your consultation, your documents are prepared around your wishes, family, assets, and planning needs.
03
review & Finalization
Review, refine, and finalize.
Your completed plan goes through attorney oversight before finalization. If changes are needed, they're addressed before your documents are finalized.
04
ongoing support
Your plan can change when life does.
Amendments are included during your first year, and ongoing update options are available afterward so you can return to LegacyGuard whenever your plan needs to change.
what families are saying
Planning for the future feels different when you feel supported.
Families come to LegacyGuard looking for clarity, confidence, and a process that feels manageable.