Supporting Services

Complete Your Estate Plan

Beyond document creation — professional services and tools to ensure your estate plan is fully executed, legally valid, and always up to date.

Coming Soon

Attorney Review

Have a licensed estate planning attorney review your documents for accuracy, completeness, and state compliance.

  • •Review by a bar-certified attorney in your state
  • •Written feedback within 48 hours
  • •One round of revisions included
  • •$149 per document review
Available

Notary Services

Get your documents notarized by a commissioned notary who comes to your home. Remote online notarization is coming soon.

  • •Notary comes to your home — $99 plus travel
  • •Matched to notaries commissioned in your state
  • •You're only charged once; payout releases after your notarized document is delivered
  • •Remote online session by video — coming soon
Coming soon

Annual Plan Review

Get automated reminders and guided check-ins to keep your estate plan up-to-date after life events.

  • •Annual review reminders via email
  • •Life-event triggered checkups (marriage, birth, move, etc.)
  • •State law change notifications
  • •Unlimited document updates
View Plans
Available

Family Meeting Facilitator

AI-guided conversation starters to help you discuss your estate plan with family members.

  • •Pre-loaded family discussion prompts
  • •Guided topics: inheritance, healthcare wishes, guardianship
  • •Tips for sensitive conversations
  • •Powered by our AI Legal Consultant
Start Conversation
Available

Legacy Video Messages

Record personal video messages for your beneficiaries, stored securely in your Digital Vault.

  • •Record or upload video messages
  • •Encrypted storage in your Digital Vault
  • •Organize by beneficiary or occasion
  • •Share access with Trusted Contacts
Open Vault

Are you a commissioned notary?

Take in-home appointments from LegacyShield members — remote online sessions coming soon. No fees to join.

Apply to join