Know exactly what you need to do, and in what order.
Most people know they should get their affairs in order. Almost nobody knows where to start. We ask about your life, then hand you a plan built for it.
For Individuals
Answer questions about your actual situation. Get a personalized plan, and walk away with a finished Playbook that is yours to keep.
- A plan built around your life, not a template
- Work through it at your own pace
- Your finished Playbook, yours to keep
- No employer needed, no sales call
Start free · $500 when you are ready
For Enterprise
When someone on your team loses a parent, the hardest part often is not the grief — it is the hundreds of decisions nobody prepared them for. Give them a plan before they need it, and a private place to build it.
- Your own private, isolated workspace
- Every person gets their own guided plan
- A plan they can revisit when life changes — a move, a diagnosis, a new grandchild
- A video library for your whole team
- 1:1 sessions with our team
- You see how many people are taking part. You never see anyone's answers.
We onboard a small number of teams at a time
Advisor or planner? Request access for your clients
What is Legacy Readiness OS?
Two minutes on what you get and how it works.
How it works
A plan with an owner, a date, and room to change. That is the difference between a checklist and a project that actually finishes.
Tell us about your life
A short set of questions about your actual situation — not a checklist built for everyone.
Get a plan built for it
Milestones across the legal, financial, digital, health, and family parts of your life.
Work through it at your pace
Plain-English guidance at every step. Most people take a few sittings, not one.
Set your own date
Pick a deadline that fits your life — and move it without losing your place.
Come back and revise
A move, a diagnosis, a new grandchild. Your plan changes when your life does.
Get your invite
Leave your name and email and we will send you an invitation to start your Playbook. We are opening access to a small number of people at a time.
We never sell your details, and you can leave at any time.
Your plan is yours alone
We do not store your documents. If you ask us to email you a copy, it is held encrypted for up to three days so we can deliver it, then deleted automatically. If your employer brought you here, they see that you are taking part — never a word of what you wrote.