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Frequently Asked Questions

What are online estate planning services and how do they work?

Online estate planning services let you create and manage documents like wills, powers of attorney, and trusts through a secure online dashboard instead of paper files in a drawer or filing cabinet. With Legacy Mentoring Academy, a legacy planning mentor guides you through each document step by step, then everything is stored in one place you can update anytime your circumstances change. When the time comes, you choose who in your family can access it.

Are my estate planning documents safe and legally valid online?

Your documents are protected with secure, encrypted storage, so only you and the people you choose can access them and all templates are designed to meet current legal standards. Legal validity comes from meeting your state's signing and witnessing requirements, not from the format the document is stored in.

Can my family access my will and documents when needed?

Yes. Legacy Mentoring Academy's dashboard lets you choose family members in advance and set exactly when they can view your will and other documents, whether that's right away or only after a specific event like your passing. There's no waiting on an office visit or searching through paperwork to find what's needed.

What services are included with online estate and legacy planning?

Services typically include will creation, estate planning, healthcare directives, power of attorney forms, and document storage—all managed in one place. One-on-one mentoring services are also available.

Your trusted partner in legacy planning, committed to securing your financial future.

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