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Add your important details
Organize documents, accounts, contacts, property notes, insurance details, and final wishes in one private place.
Private family planning, made clear
Organize Your Estate Information Before Loved Ones Need It
LieuLegacy helps families create a private roadmap for document locations, contacts, accounts, property notes, final wishes, and executor instructions — so loved ones are not left guessing later.
Document location trackerFamily contact mapAccount notesProperty and insurance detailsExecutor-ready instructions
Add DetailsMap ContactsOrganize DocumentsWrite WishesExport Roadmap
LieuLegacy is an organizational workspace, not a law firm. It does not provide legal, tax, financial, medical, probate, estate-planning, or professional advice.
Family Roadmap
All data is private
Important DocumentsOn track
85%
12 locations mapped
Property & InsuranceOn track
78%
7 records organized
Final WishesNeeds review
60%
3 notes documented
Family Contact MapOn track
90%
6 contacts verified
Account NotesOn track
88%
Instructions ready
Executor RoadmapIn progress
65%
Next steps drafted
Privacy Protocol
Your family roadmap stays under your control.
No document uploads
No bank connections
Export locally
Private by design
Private by default
Family access controls
Export anytime
Executor-ready instructions
No legal advice required
How it works
How LIEU Legacy works
Build a roadmap your family can understand before they ever need it.
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Create family instructions
Explain what matters, who to contact, where things are stored, and what your executor should know.
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Share access when ready
Choose what trusted family members or executors can access, and keep your roadmap updated over time.
Executor First 7 Days Plan
The first week is where families get stuck.
LIEU Legacy helps you map what family, executors, and trusted contacts may need first: who to call, where documents are, what bills may be urgent, and which questions need professional review.
Build My Executor PlanExecutor Readiness Score
See whether your family has what they need for the first week.
Missing Information Report
Find gaps around documents, contacts, bills, wishes, and digital access.
Family Conversation Scripts
Use calm wording for hard conversations before a stressful moment.
Exportable Handoff
Copy, download, and review the plan with qualified professionals.
Who it is for
Built for families who want clarity before a stressful moment.
Whether you are planning ahead for yourself or helping someone you love get organized, LIEU Legacy gives everyone a clearer place to start.
Parents with young children
Leave clear instructions, contacts, and document locations for the people who may need them.
Homeowners
Keep property, mortgage, insurance, utility, and maintenance details easier to find.
Adult children helping parents
Help organize important family information without digging through papers later.
Executors preparing ahead
Understand contacts, accounts, wishes, and document locations before a crisis.
Business owners
Document key business contacts, account access steps, and continuity notes.
Families with scattered documents
Bring important information out of drawers, inboxes, folders, and memory.
Core features
Everything your family may need, organized clearly.
LIEU Legacy is not just storage. It is a guided roadmap for the people who may one day need to act.
Document checklist
Track wills, insurance policies, IDs, property records, tax files, funeral wishes, and other important documents.
Contact map
List lawyers, accountants, advisors, doctors, insurance contacts, property managers, and trusted family members.
Account and asset notes
Record where important accounts exist without turning LIEU Legacy into a password manager.
Executor instructions
Give your executor a clear starting point with notes, priorities, and next steps.
Family access controls
Choose who should see what, and keep sensitive details private until they are needed.
Exportable roadmap
Create a clean summary your family can reference, download, or print.
Clear boundaries
What LIEU Legacy helps with — and what it does not replace.
LIEU Legacy helps organize information and instructions. It does not replace licensed professional advice.
LIEU Legacy helps you
- Organize estate-related information
- Track important document locations
- Explain family wishes and preferences
- Map contacts and accounts
- Prepare executor instructions
- Export a family roadmap
LIEU Legacy does not replace
- A legal will
- A lawyer
- Tax advice
- Financial planning
- Probate counsel
- Emergency services
Always speak with qualified legal, tax, or financial professionals for advice specific to your situation.
Clarity for the people you love
Do not leave your family searching, guessing, or arguing.
When important information is scattered across emails, drawers, passwords, filing cabinets, and memory, loved ones can lose days trying to understand what to do next. LIEU Legacy gives them a calm, organized place to start.
Know who to contact first
Put trusted family members and professional contacts in a clear order.
Find the right documents faster
Point loved ones to the right location without sending them through every drawer and inbox.
Understand wishes and priorities
Give context to the decisions, preferences, and next steps that matter to you.
Pricing
Do not leave your family guessing where things are or who to call.
Start with an Executor First 7 Days Plan, then upgrade when your private family roadmap is ready to grow.
Free
$0/mo
Start organizing the basics.
- Executor First 7 Days Plan preview
- Basic roadmap starter
- Limited document checklist
- Family contact notes
- Upgrade anytime
Starter
$9/mo
Simple family archive.
- Executor First 7 Days Plan
- Executor Readiness Score
- Missing Information Report
- Advisor registry
- Read-only archive view
- Basic asset modules
Family
$29/mo
Properties, advisors, and family continuity.
- Everything in Starter
- Document Location Roadmap
- Key Contact Roadmap
- Family Conversation Scripts
- PDF export
- Archive health dashboard
Business Owner
$79/mo
Companies, properties, trusts, and succession planning.
- Everything in Family
- Digital Access Planning Prompts
- First-Week Checklist
- Exportable Executor Handoff
- Corporate entity archive
- Multi-user access
Legacy Office
Custom
Family offices and advisor-assisted continuity planning.
- Bulk entity onboarding
- Dedicated support
- Custom integrations
- White-label options
Subscriptions renew automatically until canceled. Manage, change, or cancel your plan through Stripe billing.
Payments are processed securely by Stripe. Lieu & Legacy does not store card details.
Lieu & Legacy is an organizational workspace, not legal, tax, financial, investment, or estate planning advice.
FAQ
Questions families ask before getting started.
Is LIEU Legacy a legal will?
No. LIEU Legacy is not a legal will and does not replace a lawyer. It helps you organize information, document locations, contacts, wishes, and instructions so your family has a clearer roadmap.
Can my family access everything right away?
You control what trusted people can see and when. The goal is to make important information easier to find without exposing everything unnecessarily.
Is this a password manager?
No. LIEU Legacy is not designed to store passwords. It can help you explain where accounts exist and who should know about them, but dedicated password managers should be used for passwords.
What documents should I track?
Common examples include wills, insurance policies, property records, tax files, IDs, funeral wishes, business documents, and key advisor contacts.
Can I export my roadmap?
Yes. LIEU Legacy makes it easy to create a clean summary your family or executor can reference.
Who is this for?
It is for families, homeowners, parents, adult children helping parents, business owners, and executors who want important information organized before it is urgently needed.
Do not leave your family guessing.
Build a private roadmap with the documents, contacts, accounts, wishes, and instructions your loved ones may need later.
Start free. Upgrade when you are ready.