Structured paths forward
Every family is different. Start where you are — Emergency Essentials for immediate protection, a Basic Trust Plan to start a trust, or Core and Full Blueprint for complete structure.
Emergency Essentials
Emergency Planning
Protect your family during a medical emergency and ensure your wishes are known.
- Medical Decision Authority
- Emergency Access Planning
- Final Wishes Planning
- Funeral Instructions
- Healthcare Documents
Basic Trust Plan
Simple Estate Planning
For those who already have emergency planning documents in place, create a trust-based estate plan designed to help your loved ones avoid unnecessary delays and confusion.
- Living Trust
- Pour-Over Will
- Trustee Designation
- Beneficiary Planning
- Trust Funding Guidance
Core Estate Plan
Advanced Estate Planning
For those who already have emergency planning documents in place, build a comprehensive estate plan designed to organize assets, protect family interests, and prepare for future transitions.
- Advanced Trust Design
- Asset Planning
- Business Continuity
- Intellectual Property Planning
- Ministry Legacy Planning
- Family Legacy Options
- Family Opportunity Fund Options
Full Legacy Blueprint
Complete Legacy Planning
Most families choose this — combine emergency planning and estate planning into one complete family legacy protection system.
- Emergency Planning
- Advanced Estate Planning
- Trust Documents
- Business Continuity
- Asset Planning
- Legacy Planning
- Family Protection Planning
One-time payment for Emergency Essentials, Basic Trust Plan, Core Estate Plan, and Full Legacy Blueprint.
Every Legacy Prep Solutions Plan Includes
Every Legacy Prep Solutions package includes attorney review materials and plan-specific instruction guides to help you complete, organize, and implement your planning documents with confidence.
- Attorney Review Package
- Step-by-Step Instruction Guides
- Plan-Specific Execution Checklists
- Downloadable Word Documents
- Downloadable PDF Documents
- Secure Digital Delivery
- Future Upgrade Eligibility
What's included at each level
| Feature | Emergency Essentials | Basic Trust Plan Trust Starter | Core | Full Blueprint Most Popular |
|---|---|---|---|---|
| Medical Protection | ||||
| Financial Authority | ||||
| Trust Type Selection | ||||
| Revocable / Irrevocable Trust | ||||
| Pour-Over Will | ||||
| Certificate of Trust | ||||
| Trust Summary Page | ||||
| Trust Funding Instructions | ||||
| Attorney Review Version | ||||
| Instruction Package | ||||
| Business Continuity | ||||
| Asset Distribution | ||||
| Family Legacy Council | ||||
| Family Opportunity Fund | ||||
| Business / IP / Ministry Planning | ||||
| Guided Review Sessions | ||||
| Family Governance | ||||
| Attorney Coordination |
Tailor your plan further
Expedited Processing
Priority generation and review turnaround.
Priority Support
Direct access to your dedicated coordinator.
Annual Updates Subscription
Yearly reviews to keep your plan current.
Legacy Prep Solutions provides educational and document preparation support services and does not provide legal advice. Clients are encouraged to consult a licensed attorney.
This platform provides educational and document preparation services and does not provide legal advice.
What happens if you don't have this?
The real-world scenarios behind every document in your plan.
What Happens If You Don't Have This?
Educational overview of real-world risks if planning is delayed.
Without comprehensive planning, families often face:
- Probate
- Family disputes
- Lost assets
- Business disruption
- Leadership uncertainty
- Lost intellectual property
- Medical decision conflicts
- Financial management issues
The Full Legacy Blueprint combines emergency planning and estate planning into one coordinated strategy.