The Legacy Family of Will Planning Tools

Welcome to the 21st Century of Legacy Planning.

The reality is clear: Every day, more donors are embracing digital tools to plan their wills and legacies. This shift makes perfect sense when you consider how we live now.

Today’s donors already store vital documents in the cloud, manage their finances through online banking platforms, communicate with healthcare providers digitally, and rely on apps for virtually every aspect of their daily lives.

But digital isn’t for everyone—and that’s perfectly fine.

Many donors still value the personal expertise of an estate planning attorney—and rightfully so. This traditional approach provides professional guidance through the complex and deeply personal decisions involved in legacy planning. Others, however, prefer the convenience and control of free online will planning tools, embracing a do-it-yourself approach that fits their lifestyle.

Recognizing these diverse preferences, we’ve developed The Legacy Family of Will Planning Tools—a comprehensive solution designed to meet donors wherever they are on their legacy planning journey.

LegacyPlanner™

PRO
Full Featured. Industrial Strength.
Legal Will in 50 States
Dashboard
Marketing and Outreach Downloads
QCD Tool
Crypto, Stock, DAFs
Quarterly Checkins
Branded to Maintain Trust
Trusted Authority URLs
Integrated with Planned Giving Website
No Redirection to Third Party
Integrations*
Fixed Fee. No Surprises.

$9,995 / year

Popular

LegacyPlanner™

PLUS
No Frills. Yet Valuable Dashboard.
Legal Will in 50 States
Dashboard
Marketing and Outreach Downloads
QCD Tool
Crypto, Stock, DAFs
Quarterly Checkins
Branded to Maintain Trust
Trusted Authority URLs
Integrated with Planned Giving Website
No Redirection to Third Party
Integrations*
Fixed Fee. No Surprises.

$3,995 / year

Affordable

LegacyPlanner™

LITE
Perfect for the Smaller Shop.
Legal Will in 50 States
Dashboard
Marketing and Outreach Downloads
QCD Tool
Crypto, Stock, DAFs
Quarterly Checkins
Branded to Maintain Trust
Trusted Authority URLs
Integrated with Planned Giving Website
No Redirection to Third Party
Integrations*
Fixed Fee. No Surprises.

$1,495 / year

No Excuse!

Please reach out. Note: if you give us your mailing address (or PO Box), we’ll send you a complimentary Planned Giving Gift Comparison Chart. 

Please select:
How did you hear about us?