The LegacyBox Course Includes:
Questionaire
100+ questions dedicated to helping you distill what truly matters into your LegacyBox documents, including:
* Personal Information
* Health Information
* Financial Information
* Property Information
* Final Wishes
Videos
Experts in their field will guide you through the complexity of estate planning, including lessons from:
* Estate Planning Lawyers
* Certified Financial Planners
* Loved ones
The Final Product
The LegacyBox will sit in your home and will be able to bring peace of mind to your loved ones in order for them to:
* Understand how to immediately take over care of your pets
* How to access computers, safes, accounts, etc.
* Determine if anyone needs to be reached out to
* Carry out your final wishes
About Us
We all leave a legacy, whether we intend to or not. The lives of our team have been shaped by the memories and legacies of those who came before us. That’s why we’re committed to helping you create a legacy of clarity and peace—not confusion and burden—for the loved ones you leave behind.
Mission.
LegacyBox empowers individuals to take control of their future — and their loved ones future — by providing a guided, step-by-step estate planning experience. Through engaging videos and personalized questions, we ensure that every participant leaves with a fully prepared LegacyBox — containing all the essential documents their loved ones need for peace of mind.
Why Choose LegacyBox?
Estate planning is overwhelming—but it doesn’t have to be.
LegacyBox simplifies the process with a step-by-step, self-paced course designed to guide you every step of the way. With expert-led videos and over 100 personalized questions, you’ll gain a clear understanding of estate planning and ensure you have everything you need to protect your legacy with confidence.
