Tell us who you love. We'll help you protect them.
LegacyPilot helps you create an estate plan by asking simple questions, explaining each step, preparing the first draft, and bringing in a licensed attorney before anything is signed.
No legal jargon. No guesswork. No final documents without attorney review.
Start today
Name your people
Who you love and who you trust to help.
Protect what you own
Home, accounts, business, and digital life.
Store it safely
Signed documents and reminders in one vault.
10 min
to get oriented
5 docs
explained clearly
1 vault
for your family
Human
attorney review
A calm, guided path from “I should do this” to “my family knows what to do.”
Most people delay estate planning because it feels expensive, confusing, and easy to get wrong. LegacyPilot breaks it into small steps and explains what each step means.
Start without knowing legal terms
Answer simple questions about your family, home, accounts, and wishes. We turn your answers into a clear plan checklist.
Understand what each document does
We explain each document in plain English, why it matters, and what an attorney still needs to review before signing.
Get a human legal review
AI helps prepare and organize the plan, but a licensed attorney reviews the important parts before you sign.
Keep your plan current
Life changes. We remind you to review your plan after a move, new child, new home, marriage, divorce, or business change.
Estate documents, translated.
You should not need a law degree to understand what each document does. We show the plain-English purpose before any attorney review.
Will
Says who should receive your property and who should carry out your wishes.
Trust
Can help your family avoid court delays and gives clearer instructions for certain assets.
Healthcare Directive
Names someone to make medical decisions if you cannot speak for yourself.
Power of Attorney
Names someone to handle money or legal tasks if you cannot.
Asset Checklist
Shows which accounts, property, and benefits may need updates after your plan is signed.
Your plan should change when your life does.
Estate planning is not one moment. LegacyPilot helps you revisit your plan when something important happens.
You had a child
Name guardians, leave instructions, and decide who should manage money for a minor child.
You bought a home
Understand whether your home, mortgage, and deed need attention in your plan.
You got married or divorced
Update trusted people, beneficiaries, healthcare choices, and who can access your vault.
You started a business
Flag ownership, operating agreements, and succession questions for attorney review.
AI does the organizing. Humans make the legal judgment.
The AI helps you move faster by summarizing your answers, finding missing details, and preparing a clear review summary for the attorney.
Turn your answers into a family picture
The AI organizes your answers into a simple summary: who you care about, what you own, and who you trust to help.
Spot anything that needs extra care
If something is more complex, like young children, a business, or mixed beneficiaries, we flag it instead of guessing.
Create a draft packet and checklist
You see the plan type, documents, missing details, and the questions an attorney should confirm with you.
Send the important parts to an attorney
A licensed attorney reviews the flagged issues and either approves the packet, asks for changes, or recommends a call.
Help you sign and store everything
After approval, we guide you through signing, storing your documents, and updating your plan when life changes.
You should always know what is happening with your plan.
LegacyPilot keeps the customer experience simple while making the important safeguards visible.
You stay in control
You can edit answers, invite trusted people, and decide when to request attorney review.
Nothing final without review
Drafts and summaries are clearly marked until the attorney review and signing steps are complete.
Built for families, not lawyers
The product explains each step in normal language and saves the legal detail for review moments.
Start simple. Add attorney time when life is more complicated.
Basic Estate Plan
Core documents for a straightforward family plan with attorney review before signing.
- AI-guided intake
- Guardian and beneficiary prompts
- One annual update reminder
- Attorney review queue
Premium Estate Plan
Extra support for homes, blended families, higher-value assets, or trust planning.
- Everything in Basic
- Trust funding checklist
- Complex asset mapping
- One attorney consult credit
Family Office
Hands-on support for business owners, advisors, and larger family plans.
- Everything in Premium
- Advisor collaboration workspace
- Quarterly plan review
- Priority attorney review
Start with what you know. We'll show what is missing.
You do not need every account number or perfect estimate today. LegacyPilot helps you make progress, then clearly marks what still needs an answer or attorney review.
Create your accountDo I need every account number to start?
No. Start with rough details. We will show what is missing before documents are finalized.
Is this legal advice?
The software is not legal advice. Attorney review is required before final documents are signed.
Can my family find documents later?
Yes. The vault helps you store signed copies and share limited access with trusted people.
What if my situation is complicated?
We flag complexity, explain why it matters, and recommend an attorney consultation when needed.