Features

Everything you need to
walk in prepared.

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.

The core loop

Learn. Organize. Hand off.

Every feature serves one path: understand what you're dealing with, get it in order, and arrive at your attorney's office already prepared.

01 · Understand

A guided journey built around you

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.

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02 · Organize

Track every asset in one inventory

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.

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03 · Secure

A vault for the documents that matter

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.

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04 · Hand off

Walk in with an Attorney Prep Summary

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.

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Also included

The tools that make it make sense.

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Plain-language library

The vocabulary of estate planning — probate, trusts, POAs, beneficiaries — explained clearly, with citations to the actual statutes so you can verify what you read.

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Planning calculators

Estimate your estate, model scenarios, and understand what federal and state rules apply to your situation — without needing a spreadsheet or a degree.

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Find an attorney

Locate estate planning attorneys by county and request a consultation — with your prep summary already in hand when you arrive.

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Built for service benefits

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.

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Points of contact by state

Key offices and resources for all 50 states, D.C., and U.S. territories — so you know who to call, wherever you are.

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Guided forms

The forms estate planning actually involves, with clear guidance on what each is for and when it's needed.

Coming to Google Play

Ready when you are.

Start organizing your legacy. Walk into your next meeting prepared.

Get the App →