Legacy Prepared™ is the free starting point for individuals and families who want to organize important information and better understand their next steps.

Through Legacy Vault™, users can begin the readiness process inside a secure portal and receive simple guidance without committing to a paid support package. 

What’s Included

• Secure Legacy Vault™ account access
• A free 20-minute consultation
• Legacy Readiness Navigator™
• Asset Inventory
• Next Steps Checklist
• Maya™ plain-language guidance
• Legacy Readiness Summary™
• Option to book additional support

Who It’s For

Legacy Prepared™ may be a good fit for people who want to begin organizing their information independently while still having access to simple tools and an introductory consultation.

Ready to Begin Your Readiness Journey?

Start with the free Legacy Prepared™ pathway and take the first step toward organizing what matters.