The plan is free, and yours to keep. No account, nothing to buy.
The 15-Minute Legacy Plan
You have been meaning to do this. Tonight it takes about fifteen quiet minutes: your wishes, your papers, who to call, in a printable plan your family can use instead of guessing.
So you know how this works: we are an insurance agency. If anyone ever buys a policy, the insurer pays us. The plan is free and yours either way.
No signup. About fifteen minutes. Works on your phone.
Who is going to call me?
No one, unless you ask. Start the plan and no phone rings. Ask for a person and one licensed human calls, once.
What do you keep of what I write?
Nothing. Your plan saves on this device like a private note, and we never keep a copy. Papers you choose to add are locked with a code only you hold.
What happens to the bills?
The funeral bill usually lands on family within days, often before bank accounts unlock. One page of the plan asks where that money would come from, so no one is guessing at the worst time.
What if I get something wrong?
You cannot break it. Skip any page; a page left blank stays in your plan as a note your family can see. Change anything later, on this same device.
What goes in it
- Your final wishes, in your own words
- Your will: where it is, or the wishes to take to a lawyer
- Who you are providing for
- Where things are: accounts, papers, policies
- Who to call, in order
- Your funeral preferences
- Your insurance, noted so your family can find it
Most pages take about two minutes. Skip any of them.
How it works
- Write things down, one calm section at a time. Come back anytime on this same device.
- Print it, or save a copy to keep. It is yours, on paper, no matter what.
- Tell the one person you trust where it is. That is what makes it a plan.
If coverage comes up
One section asks the question most plans skip: what a funeral costs, and where that money would come from. If you want to look at coverage after that, the facts sit side by side on your own screen. You can invite a licensed agent, a real person, to look at the same page with you. You stay in control, and no one ever connects to your computer. Only that person ever recommends anything, and the plan is free either way. You can look at coverage options whenever you choose.