Choose the Right Plan for Your Legacy
We offer three packages designed to match the scope of your legacy organization needs. Whether you are an individual building a basic continuity roadmap, a family capturing multi-generational stories, or a professional firm offering legacy services to clients, there is a package that fits.
Package comparison
Starter
For individuals building a basic legacy roadmap
The Starter package is designed for individuals who want to ensure their family has access to essential information. You will document document locations, create an executor checklist with clear instructions, and build a roadmap that covers the practical information your family needs. This package is ideal for those who are just beginning their legacy organization journey or who have a relatively straightforward situation and want to ensure the essentials are covered.
With the Starter package, you gain access to our guided document inventory system, which helps you record the location of wills, trusts, deeds, insurance policies, financial accounts, and other critical documents. The executor checklist walks you through the key responsibilities your executor will face and helps you document the instructions they need. Email support is included for questions about using the platform and getting the most from your legacy record.
This package works well as a starting point that can be upgraded later as your needs grow. Many users begin with Starter to capture their essential information, then upgrade to Family when they are ready to add life stories, personal wishes, and family memory content. Your data and progress carry over seamlessly when you upgrade.
- Document location tracking
- Executor checklist & roadmap
- Email support
Monthly or annual billing
Family
For families creating a complete continuity & memory record
The Family package combines practical continuity planning with personal legacy preservation. It includes everything in Starter, plus guided interviews, life story prompts, legacy letter templates, personal wishes notes, family sharing, and our full memory project organizer. This is our most comprehensive package for families who want to leave both practical guidance and personal history for their loved ones.
The guided interview system provides curated prompt sets organized by life stage and theme. You can work through childhood memories, family traditions, career milestones, personal values, and life lessons at your own pace. The legacy letter template guides you through writing a heartfelt letter to your family, and the personal wishes notes section gives you a dedicated space to document your preferences for end-of-life care, memorial services, and other personal matters.
Family sharing is a standout feature of this package. You can grant access to trusted family members, giving them a complete view of your legacy record. They will see your life stories, document locations, trusted contacts, personal wishes, and legacy letter — everything they need in one organized place. You control access levels and can modify or revoke access at any time.
- Everything in Starter
- Life story prompts & guided interviews
- Legacy letter & personal wishes notes
- Memory project organizer
- Family sharing & access controls
Monthly or annual billing
Advisor
For firms offering legacy services to clients
The Advisor package is designed for law firms, financial advisory firms, family offices, and estate planning professionals who want to offer legacy organization as part of their client services. This white-label solution allows you to present the platform under your own brand, with your clients experiencing a seamless extension of your practice. We handle the infrastructure, security updates, and technical support while you focus on serving your clients.
Key capabilities include bulk client onboarding with customized welcome materials, dedicated support for your firm and your clients, integration guidance to connect the platform with your existing technology stack, usage analytics and reporting to track client engagement, and the ability to customize prompt sets and templates to reflect your firm's specific planning methodology. Your clients benefit from a structured legacy organization experience that complements the legal and financial work you do for them.
The Advisor package is particularly valuable for firms that want to differentiate their practice, deepen client relationships, and provide a tangible service that clients genuinely value. By helping clients organize their personal and financial information in a structured platform, you gain better visibility into their complete situation, which improves the quality of your advice and planning. Contact us to discuss your firm's needs and receive a custom proposal.
- All Family features for clients
- White-label branding
- Bulk client onboarding
- Dedicated support & analytics
- Custom integration guidance
Custom pricing
Detailed feature comparison
| Feature | Starter | Family | Advisor |
|---|---|---|---|
| Document location tracking | Client-facing | ||
| Executor checklist & roadmap | Client-facing | ||
| Email support | Dedicated | ||
| Life story prompts | Client-facing | ||
| Guided interviews | Client-facing | ||
| Memory project organizer | Client-facing | ||
| Legacy letter template | Client-facing | ||
| Personal wishes notes | Client-facing | ||
| Family sharing | Client-facing | ||
| White-label branding | |||
| Bulk client onboarding | |||
| Dedicated support team | |||
| Custom integration guidance | |||
| Usage analytics & reporting |
Who each package is for
Starter is for
- Individuals starting their legacy journey
- Those with straightforward estate situations
- Users who want practical continuity first
Family is for
- Families wanting complete continuity & memory plans
- Parents capturing stories for children
- Multi-generational legacy projects
Advisor is for
- Law firms and estate planning practices
- Financial advisory firms and family offices
- Professionals serving legacy-conscious clients
Frequently asked questions
How is pricing determined for each package?
Our Starter and Family packages have fixed pricing that reflects the scope of features and support included. The Advisor package is custom-priced based on the size of your firm, the number of clients you plan to onboard, the level of white-label customization required, and the support needs of your practice. We provide transparent pricing proposals during our discovery call so there are no surprises.
Can I upgrade from one package to another?
Yes. You can upgrade from Starter to Family at any time. Your existing data and progress carry over seamlessly, and you gain immediate access to the additional features in the higher tier. For Advisor packages, we work with you to design a solution that fits your practice from the start, but we can adjust the scope as your needs evolve.
Is there a free trial or money-back guarantee?
New users can begin with our guided onboarding to explore the platform. We are confident in the value of our services and encourage you to start with the package that best matches your needs. If you have questions about which package is right for you, contact our team and we will help you decide.
What payment methods do you accept?
Payments are processed securely through Stripe. We accept major credit cards and debit cards. We do not store your card details, bank credentials, or any sensitive payment information on our platform. Your financial data remains with Stripe, which is certified to the highest levels of payment security standards.
Can I purchase a package for a family member?
Yes. Many of our users purchase packages for aging parents or other family members as a gift or as part of a family legacy project. Contact our support team and we can help you set up the account and access arrangements that work for your situation.
What is included in guided interviews for the Family package?
Guided interviews are structured conversation sessions where our prompts are used to capture life stories, family memories, and personal wishes in an organized format. These can be conducted by a family member or worked through independently. The Family package provides additional prompt sets and organizational tools designed for multi-generational memory capture.
How does the Advisor white-label option work?
The white-label option allows you to present Lieu & Legacy's legacy organization platform under your firm's brand. Your clients see your branding throughout their experience, while we handle the infrastructure, security, and support. This enables you to offer legacy organization as a value-added service without building the technology yourself. We provide onboarding materials, client support resources, and integration guidance.
Are there any long-term contracts or commitments?
Our Starter and Family packages are available on a month-to-month basis with no long-term commitment required. You can cancel at any time. Advisor packages typically involve an initial commitment to cover setup and customization, with ongoing month-to-month service thereafter. Contact us for detailed terms.
What if my needs don't fit neatly into one package?
Our packages are designed to cover the most common scenarios, but we understand that every family and business is different. If your needs span multiple packages or require a custom combination of features, please reach out. We are happy to put together a tailored solution that matches your specific situation.
Do you offer discounts for annual billing or nonprofits?
Yes, we offer discounted annual billing options for both Starter and Family packages. We also offer special pricing for nonprofit organizations and certain community service programs. Contact our team with details about your organization and we will provide the applicable pricing.
Related pages
Start your legacy plan today
Choose the package that fits your needs and begin building a legacy record your family will thank you for. Upgrade anytime as your needs grow.
Start Your Legacy PlanDisclaimer: Lieu & Legacy is a personal organization tool and does not provide legal, estate, tax, financial, medical, or end-of-life advice. Read full disclaimer.