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Online Will Planners

Motivate donors to plan their will and invest their legacy in the cause they support the most.

Compare: Planner vs Organizer

What’s Included

Frequent Questions 

Compare to Other Planners

Why Online Will Planning Tools?

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Making Estate Planning Accessible, Simple, Personal, Secure and FREE!

Will & Bequest Planners Have Raised Billions

The popularity and availability of online will planners has had a fantastic side-effect for nonprofits: A massive increase in charitable bequests. That makes our will planner an essential tool for your nonprofit.

But why LegacyPlanner™ over others? After all, there is no shortage of such will-creation tools, and they all work in basically the same way. Because legally, they have to.

Read below and watch the videos. You’ll be enlightened over the differences.

How It Works (Video)

What Makes LegacyPlanner™ Different?

Integrated Into Your Planned Giving Website

LegacyPlanner™ is directly integrated in your planned giving website. It is not an add-on.

As a result, it carries over 100 context-sensitive links from your bequest pages, beneficiary designations pages, and from the footer of every section of your gift planning pages. Competing vendors have just a single link.

Branded to Your Nonprofit

LegacyPlanner™ is branded to your nonprofit. Donors are not redirected to a third-party commercial website.

Branding protects your reputation. We’re the only firm that maintains your brand

Hosted on a Trusted Domain

Your donor’s experience begins on your planned giving website. We do not redirect them to a third-party vendor where you would lose control of your sensitive data. We own the  domain — the name trusted by donors, lawyers, and advisors — and that’s where your donors stay.

The URL of your free will-planner will be: (reinforces your brand equity)
and not: (erodes your brand equity) 

This is a built-in SEO magnet for your brand. The alternative gives control to an outside vendor!


  1. LegacyPlanner™. Generate a formal, legal will.
  2. LegacyOrganiser™. Generate a simple document that lists the donors’ assets, information, and wishes, which can then be shared with their attorney.

This second choice is excellent for those who decide they would like an attorney to review and finalize their will. Please inquire about pricing.

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Providing these two options gives your nonprofit added credibility, and also opens the door to giving opportunities should donors decide to include your organization in their estate plans. While creating their FREE will, donors will find convenient links to pages on your planned giving website where gift opportunities are described and where they can contact you for more gift-planning information. This keeps your organization top-of-mind — and makes it very easy for them to include a bequest in your name!

LegacyPlanner™ is one fixed price, regardless of how many people in your organization use it. No scaling, no guesswork.

Join us: let’s take philanthropy to new heights and watch the bequests start streaming in.


Planning an estate online isn’t for everyone. We strongly recommend having an attorney and/or financial advisor help those with complex needs. We also recommend having an attorney review all legal documents before having them finalized. We make this very clear in LegacyPlanner™.