LegacySure turns estate planning from an overwhelming unknown into a series of steps you can actually take — and hands you a clean summary to bring to a professional.
Every feature serves one path: understand what you're dealing with, get it in order, and arrive at your attorney's office already prepared.
Estate planning looks different for a service member than for a retiree or a young family. LegacySure adapts to your situation — active duty, veteran, federal employee, first responder — and walks you through what actually applies to you, one step at a time, in plain language.
Property, bank and investment accounts, business interests, vehicles, retirement funds. The Asset Tracker gathers what you own into a single, clear picture — so nothing is forgotten, and your family isn't left hunting for what exists and where.
Keep wills, directives, policies, and signed forms organized and in one place. When your family needs them, they know exactly where to look — instead of searching through drawers and inboxes during the hardest week of their lives.
Everything you've organized compiles into a single, clean document you bring to your consultation. Your attorney sees your situation at a glance — which means the meeting is spent making decisions, not gathering basics. Respect for your time, and theirs.
The vocabulary of estate planning — probate, trusts, POAs, beneficiaries — explained clearly, with citations to the actual statutes so you can verify what you read.
Estimate your estate, model scenarios, and understand what federal and state rules apply to your situation — without needing a spreadsheet or a degree.
Locate estate planning attorneys by county and request a consultation — with your prep summary already in hand when you arrive.
SBP, SGLI and VGLI, TSP beneficiary rules, FERS and CSRS survivor benefits — the decisions generic tools ignore, explained by a tool built for people who served.
Key offices and resources for all 50 states, D.C., and U.S. territories — so you know who to call, wherever you are.
The forms estate planning actually involves, with clear guidance on what each is for and when it's needed.
Start organizing your legacy. Walk into your next meeting prepared.
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