Legacy Draft

Simple Estate Planning
Made Accessible

Create essential estate planning documents through our AI-powered guided interview. Get professional-quality legal forms customized to your state's laws in minutes, not months.

State-specific laws
AI-powered generation
Professional formatting

When to Use Legacy Draft

Understanding when our service is appropriate vs. when you need professional legal counsel

Good for Legacy Draft
  • Simple estate with straightforward asset distribution
  • Basic healthcare and financial decision-making needs
  • Standard family situations (married with children)
  • Need for basic legal protection quickly
  • Cost-conscious individuals seeking essential documents
Consult an Attorney
  • Complex family situations (blended families, special needs)
  • High-value estates requiring tax planning
  • Business ownership or complex investments
  • Concerns about estate disputes or challenges
  • Unique legal circumstances requiring expert advice

Important: Our documents provide a solid foundation for basic estate planning, but we always recommend having them reviewed by a qualified attorney in your state before signing, regardless of your situation.

Essential Estate Planning Documents

Comprehensive protection for you and your family's future

Last Will and Testament
Distribute your assets and name guardians for minor children according to your wishes.
Living Trust
Avoid probate and manage your assets during your lifetime and after death.
Durable Power of Attorney
Authorize someone to make financial decisions on your behalf if you become incapacitated.
Healthcare Directive
Document your wishes for end-of-life medical care and treatment preferences.
HIPAA Authorization
Allow designated people to access your protected health information.
Funeral Instructions
Specify your preferences for funeral arrangements and final disposition.

Privacy & Data Protection

Your privacy and security are our top priorities

Privacy-First Data Policy
We preserve only essential contact information (name, email, phone, address) for business purposes. All sensitive interview answers and document content are automatically deleted after 24 hours.
Automatic Data Cleanup
Session data expires automatically after 24 hours. Your generated documents, interview responses, and other sensitive information are permanently deleted, ensuring maximum privacy protection.
No Sensitive Financial Data
We never collect Social Security numbers, bank account numbers, or other highly sensitive financial information. Only what's needed for document creation.
Legal Disclaimer
This service provides legal document templates and is not a substitute for professional legal advice. Always consult an attorney for complex situations.