Common Questions

What is preparelegacy?

We help families gain clarity and confidence in estate planning.

How does the survey work?
What is the 3-day plan?
Is legal advice included?
Who should use preparelegacy?

Our free survey identifies gaps and simplifies your next steps.

It’s a personalized action plan delivered in three days to help you prepare confidently and save on legal costs.

We guide you before legal help, helping you save thousands by preparing well in advance.

Anyone wanting peace of mind in their estate and legacy planning.

Our Journey

Snapshots of moments shaping your legacy with care.

A family gathered around a table reviewing estate planning documents together.
A family gathered around a table reviewing estate planning documents together.
A close-up of hands holding a completed readiness survey form.
A close-up of hands holding a completed readiness survey form.
A peaceful home office setup with a laptop displaying the preparelegacy™ action plan.
A peaceful home office setup with a laptop displaying the preparelegacy™ action plan.
A smiling couple sharing a quiet moment, feeling confident about their future plans.
A smiling couple sharing a quiet moment, feeling confident about their future plans.

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Helping families build clarity, confidence, and peace of mind through simple, guided planning.

Legal / Support

Your information is protected and never sold. Our platform follows industry-standard security practices.

Secure • Private • No legal advice provided • For educational guidance only