Your Life-Critical Documents, Intelligently Organized
Know what you have. Understand what it means. See what may be missing. Prepare the information you want the people you trust to have when it matters.
Know What You Have. See What You Need. Know What to Do Next.
LegacyIQ helps individuals and families organize important documents, understand their contents, and prepare better questions for trusted professionals.
- Understand wills, policies, financial records, and other important documents.
- Review potential gaps and extracted information.
- Explore state-specific source forms and guidance.
- Ask document-grounded questions across your records.
Upload. Review. Understand. Prepare.
Add your documents, review extracted information, explore your records, and prepare next steps to discuss with the people and professionals you trust.