Question 1

Are these documents legally valid?

Accepted Answer

Yes, when executed correctly. Every document is built to your state's statutory requirements for wills, trusts, powers of attorney, and healthcare directives. Validity depends on signing them properly — the right number of witnesses, and notarization where your state requires it. We generate a state-specific signing checklist that walks you through each step.

Question 2

Do I still need a lawyer?

Accepted Answer

For a straightforward estate — a home, accounts, and clear beneficiaries — most families don't. If your situation is complex (blended families, business ownership, special-needs beneficiaries, large or multi-state estates), we recommend an attorney, and you can add our Attorney Review service so a licensed attorney in your state reviews your document before you sign. LegacyShield AI is not a law firm and does not provide legal advice.

Question 3

What if my situation changes?

Accepted Answer

You can edit and regenerate your documents any time — a new baby, a move, a divorce, a new asset. One-time plans never expire, so there's no renewal to keep access. If you change states, we flag the documents that need to be reissued under your new state's rules.

Question 4

What if I'm not sure it's right for me?

Accepted Answer

Build your entire plan free. You can answer every question and preview each completed document — watermarked — before you spend anything. You only pay when you're ready to download the final, signable versions, so you know exactly what you're buying first.

Question 5

How Family Linking Works?

Accepted Answer

The Family plan covers you plus up to 3 adult invitees (4 adults total). Each person creates their own private account, and each spouse keeps their own Will, Power of Attorney, and Healthcare Directive. Spouses can co-edit shared scopes like assets and beneficiaries, while adult children and parents get view-only access to what you choose to share. Family linking is for coordination — legal documents always stay individual, and we include a Mirror-from-Spouse tool plus a coordination check to keep mirrored wills in sync.

Question 6

Can I upgrade my plan later?

Accepted Answer

Yes! You can upgrade from any tier at any time and only pay the difference. The $99 you paid for Starter is credited automatically toward any higher tier. Your existing documents and data carry over seamlessly.

Question 7

What is the Trust Add-On?

Accepted Answer

The Trust Add-On ($249) gives Essential customers a Revocable Living Trust, a Pour-Over Will, and our asset-by-asset trust funding workflow without the Real Estate Deed transfer and Legacy Letter that come with Complete. It's the right pick if you want a trust but don't need a deed transfer today — you can upgrade to Complete later and only pay the difference.

Question 8

Do one-time plans expire?

Accepted Answer

Never. When you purchase a one-time plan (Starter, Essential, Trust Add-On, Complete, or Family), your documents and access are yours forever.

Question 9

What payment methods do you accept?

Accepted Answer

We accept all major credit and debit cards (Visa, Mastercard, American Express, Discover), plus pay-in-installments options like Klarna, Affirm, and Afterpay. Payment processing is handled securely through Stripe.

Question 10

Can I pay in installments?

Accepted Answer

Yes. At checkout you can choose Klarna, Affirm, or Afterpay and split your package into smaller payments. Approval is instant, the installment schedule is handled entirely by the provider, and your full plan access starts immediately after the first payment — nothing is held back.

Question 11

Is there a refund policy?

Accepted Answer

All purchases are final and non-refundable except where required by law. Because our documents and AI-generated content are delivered immediately upon purchase, we cannot offer refunds once an order is placed. If you experience a technical issue, contact support and we'll make it right.

Feature	Essential	Trust Add-On	CompletePopular	Family
Core Documents
Last Will & Testament				All members
Power of Attorney (Financial)				All members
Healthcare Directive				All members
Living Will				All members
HIPAA Authorization				All members
Revocable Living Trust				All members
Pour-Over Will (catches untitled assets)				All members
Real Estate Deed Transfer				All members
Legacy Letter				All members
Pet Care Plan				All members
AI & Guidance
AI Consultant	Unlimited	Unlimited	Priority	Priority for all
State-specific legal guidance
Voice-enabled AI assistant
Asset-by-asset trust funding workflow
Transfer paperwork + trust funding proof tracking
Storage & Sharing
Digital Vault	50 docs	50 docs	Unlimited	Shared, unlimited
Trusted Contacts	2	2	Unlimited	Unlimited
Estate Binder export
Document versioning
Emergency Card	Shareable	Shareable	Shareable	Per member
Family & Multi-User
Number of adults covered	1	1	1	Up to 4
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