The Script for Your Legacy
Create high-quality, state-specific estate plans crafted by attorneys and customized by you
The Script for Your Legacy
Create high-quality, state-specific estate plans crafted by attorneys and customized by you
Why LegacyRx
Advisor Driven Planning
LegacyRx was created by Financial Advisors, for Financial Advisors, to help their clients create comprehensive, customizable, and state-specific estate planning documents—offering a more affordable alternative to hiring a local attorney.
Do I Really Need an Estate Plan?
In short, YES!
Sixty-seven percent of Americans do not have an estate plan or will.
At a minimum, everyone should consider creating a will-based estate plan.
Even if you don’t have significant assets, having an estate plan ensures your wishes are respected and your loved ones are provided for.
Top 5 Reasons People Fail to Have a Plan
Procrastination
Many people believe they have plenty of time to create an estate plan and put it off indefinitely. They may feel it’s something to deal with "later in life," not realizing that unexpected events can happen at any time.
Lack of Awareness or Knowledge
Some individuals don’t fully understand what estate planning involves or why it’s important. They assume it’s only for the wealthy or those with complex assets.
Perceived High Costs
Many believe hiring an estate planning attorney is too expensive. They might not realize there are alternatives, such as LegacyRx to create an affordable Estate Plan.
Discomfort with Discussing Death
Estate planning forces people to think about their mortality, which can be an uncomfortable topic. Avoiding discussions about death, disability, or incapacity leads many to delay or ignore the process.
Assumption That Family Will Handle It
Some people assume their family members will automatically know what to do. Without legal documents, disputes can arise, and state laws (intestate succession) will determine how assets are distributed—often not in the way the person would have wished.
Consequences of Not Having a Plan
Without a will (Dying Intestate)
Dying Intestate often leads to delays and the typically probate case lasts anywhere from 6 months to 2 years, creates family conflicts, and overall unnecessary costs. State intestacy laws will determine who ends up inheriting your assets and when you pass.
Legal Fees
Legal fees in probate can range from 3% to 7% of the estate’s value, significantly reducing what beneficiaries inherit.
Lost Family Wealth
Over 30% of family wealth is lost due to estate disputes and mismanagement after the owner's passing.
Ancillary Probate Cases May be Required
Possibility of Probate cases in multiple states if there’s property owned in different states. This can be avoided with proper planning.
Unintended Beneficiaries
There may be unintended beneficiaries: Without a will or Trust, distant relatives or the government could claim assets instead of intended heirs.
Choose Your Path
Will-Based Estate Plan
Trust-Based Estate Plan
Trust-Based Estate Plan
A will-driven estate plan is an estate planning strategy where the primary legal document guiding the distribution of assets and affairs after death is a last will and testament.
Trust-Based Estate Plan
Trust-Based Estate Plan
Trust-Based Estate Plan
A trust-driven estate plan is an estate planning strategy that primarily relies on trusts—rather than just a will—to manage and distribute assets. Trusts provide greater control, flexibility, privacy, and potential tax advantages compared to a will-based estate plan.
Understanding the Difference: Will-Based vs. Trust-Based
Will-Based Plan
A Will-based plan is an estate plan that does not include a Living Trust to hold title to your assets. If you choose a Will-based plan, your legal documents will typically include:
- A Will
- A Health Care Directive
- A Power of Attorney
However, a Will alone does not help your family avoid the court process (probate) when accessing or distributing your assets after your death. People think by having a Will they will avoid probate altogether. This is false. Your Will actually marches your family directly to the probate court, where the probate process will now begin.
Pros of a Will-Based Estate Plan:
✅ Simple and Cost-Effective – Generally less expensive to set up than a trust-based plan.
✅ Legal Clarity – Clearly outlines your wishes for asset distribution and guardianship.
✅ Court Supervision – The probate court ensures your estate is handled properly.
Cons of a Will-Based Estate Plan:
❌ Probate Required – Your estate must go through probate, which can be time-consuming and costly.
❌ Public Record – Wills become public records once they go through probate.
❌ Limited Control Over Distribution – Unlike a trust, a will does not provide ongoing control over asset distribution (e.g., for minors or beneficiaries with special needs).
When to Choose a Will
A will is a better fit if you:
✅ Have a simple estate with few assets.
✅ Do not mind probate or do not have significant concerns about privacy.
✅ Need to name guardians for minor children (trusts do not appoint guardians).
✅ Are looking for a low-cost estate plan.
Trust-Based Plan
A Trust-based plan, on the other hand, includes a Living Trust to hold title to your assets during your lifetime. This allows for the smooth transfer of assets if you become incapacitated or pass away, avoiding the time-consuming and costly probate process.
If you opt for a Trust-Based Estate Plan, your legal documents will include everything in the Will-Based Estate Plan plus a Living Trust.
Pros of a Trust-Based Estate Plan:
✅ Avoids Probate – Assets in the Trust completely avoid the probate process.
✅ Privacy Protection – Trusts are not public record since they avoid probate and provide ultimate privacy.
✅ Maximum Control Over Distribution – Unlike a Will, a Trust provides the opportunity for ongoing control over asset distribution if needed. In essence, it allows you to “control money from the grave”.
Cons of a Trust-Based Estate Plan:
❌ Higher Upfront Cost – A Trust costs more to setup than a Will-Based Estate Plan and could have higher ongoing costs to maintain. But typically, if you are just using it for probate avoidance, the cost is minimal.
When to Choose a Revocable Trust
A revocable living trust is best if you:
✅ Want to avoid probate and simplify asset distribution.
✅ Prefer to keep your estate private.
✅ Own property in multiple states (avoids multiple probates).
✅ Want more control over when and how heirs receive their inheritance.
✅ Need incapacity protection (allows successor trustee to manage assets if you become unable to).
Introducing The LegacyRx MedAlert Directive Card!
Introducing The LegacyRx MedAlert Directive Card!
Introducing The LegacyRx MedAlert Directive Card!
Introducing The LegacyRx MedAlert Directive Card!
Introducing The LegacyRx MedAlert Directive Card!
Introducing The LegacyRx MedAlert Directive Card!
Front of Card
Back of Card
Our MedAlert Directive Card is one of the most essential cards you’ll ever carry.
Each year, millions of Americans require emergency medical care, yet most don’t have their Advanced Healthcare Directive readily available for doctors, EMTs, or first responders.
Our MedAlert Directives Card solves this issue by providing you with a wallet-sized card which has a scannable, password-protected link to your executed Advance Healthcare Directive and emergency contacts.
No matter where an emergency occurs, you can have peace of mind knowing your wishes will be honored and your loved ones notified. - Additional fee may apply after year 1.
Compliant Docs, in ALL 50 States
Every client document is created with attorney-approved templates using state-specific language and customized by you to your specific goals.
Easy to Navigate Client Portal
Easily create your customized Estate Plan documents
What Does a LegacyRx Will-Based Estate Plan Include?
✅ Last Will and Testament
✅ Health Care Directive (Living Will)
✅ Durable Power of Attorney
A will is a legal document that outlines how a person's assets and affairs should be handled after their death, including the distribution of property, care of dependents, and appointment of an executor.
✅ Durable Power of Attorney
✅ Health Care Directive (Living Will)
✅ Durable Power of Attorney
Authorizes someone to handle financial matters on your behalf if you become incapacitated.
✅ Health Care Directive (Living Will)
✅ Health Care Directive (Living Will)
✅ Health Care Directive (Living Will)
Specifies medical care preferences and appoints a healthcare proxy
✅ HIPPA Authorization
✅ Our “MedAlert Directive Card”
✅ Health Care Directive (Living Will)
Grants access to your medical records to designated individuals.
✅ Our “MedAlert Directive Card”
✅ Our “MedAlert Directive Card”
✅ Our “MedAlert Directive Card”
Have your Advanced Healthcare Directives accessible when you need them the most.
- Additional fee may apply after year 1.
What Does a LegacyRx Trust-Based Estate Plan Include?
✅ Living Trust
✅ Durable Power of Attorney
✅ Pour-Over Will
A legal entity that holds your assets and specifies how they should be managed and distributed. You can modify or revoke it during your lifetime.
✅ Pour-Over Will
✅ Durable Power of Attorney
✅ Pour-Over Will
A will that directs any assets not already in the trust at your death to be transferred into it.
✅ Durable Power of Attorney
✅ Durable Power of Attorney
✅ Health Care Directive (Living Will)
Authorizes someone to handle financial matters on your behalf if you become incapacitated.
✅ Health Care Directive (Living Will)
✅ Health Care Directive (Living Will)
✅ Health Care Directive (Living Will)
Specifies medical care preferences and appoints a healthcare proxy
✅ Certification of Trust
✅ Health Care Directive (Living Will)
✅ Certification of Trust
The Certification of Trust is your Trust’s “birth certificate”. It proves the existence and contains information that a financial institution will want to know, allowing you to keep the full trust private. It’s needed to change the titling of your accounts to your Trust.
✅ HIPPA Authorization
✅ Health Care Directive (Living Will)
✅ Certification of Trust
Grants access to your medical records to designated individuals.
✅ Quit Claim Deed for Primary Residence
✅ Quit Claim Deed for Primary Residence
✅ Quit Claim Deed for Primary Residence
A Quit Claim Deed will change the ownership from an individual’s name to the name of your Revocable Trust. Once in the Trust, it will avoid the probate process upon the grantor’s death.
- Additional fee applies for any additional Quit Claim Deeds created.
✅ Our “MedAlert Directive Card”
✅ Quit Claim Deed for Primary Residence
✅ Quit Claim Deed for Primary Residence
Have your Advanced Healthcare Directives accessible when you need them the most.
- Additional fee may apply after year 1.
Plus, You Can Store the Following in Our Portal
✅ Copies of your executed documents and other legal docs
✅ Draft a custom letter to your family
✅ Create a custom video to Your Family
✅ Personal contacts, such as pets, education, military service, and more
✅ Medical info, such as doctors, prescriptions, procedure history and more
✅ Financial assets, liabilities and insurance with contact info
✅ List any property you own
✅ Digital accounts, such as Facebook, Instagram, etc
✅ Legacy info, such as final resting place, family history and funeral requests
Contact Us
LegacyRx
LegacyRx LLC
Copyright © 2025 LegacyRx LLC - All Rights Reserved.
LegacyRx LLC is not a law firm, and does not provide legal advice. While LegacyRx LLC strives to ensure that its automated services are complete, they are meant purely as self-help forms. The materials and services are not substitutes for the advice of an attorney.
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