Protect what matters most.

Legacy Shield is an AI-powered platform built for two audiences: adult children managing aging parents' affairs, and active retirees managing complex finances, property, and estate planning. With 31 tools across 6 pillars — from will drafting to Medicare research — it gives you professional-grade support without the professional-grade cost.

Legacy Shield generates well-structured document frameworks, outlines, and drafts — not final executed legal documents. All estate planning documents (wills, POAs, healthcare directives) must be reviewed and executed by a licensed attorney in your jurisdiction to be legally valid. Legacy Shield dramatically reduces the time and cost of that process by doing the preparation work for you.

Care Contacts is Legacy Shield's built-in contact directory for your entire care team. You can store doctors, attorneys, financial advisors, caregivers, family members, facilities, pharmacies, and insurance contacts in one place. Once entered, your AI tools automatically reference the right people — for example, the Care Plan Generator can pull in your parent's physician name and the Tenant Communication Drafter can auto-fill the property address.

Pillar 6 uses Firecrawl to search the live web in real time, then applies AI to synthesize the results into actionable answers. This means Medicare research reflects current rules, eldercare provider information comes from actual facility websites, estate law updates reflect recent legislation, and scam alerts cover what fraudsters are doing right now — not what was current when an AI model was trained. Pillar 6 is available exclusively on the Legacy Pro plan.

If you primarily need estate documents, healthcare coordination, and family communication tools, Guardian ($49/mo) covers all three pillars. If you're also managing retirement finances or rental properties, Executor ($129/mo) adds Pillars 3 and 4 for a complete suite. If you want live web research — real-time Medicare info, actual eldercare provider data, scam alerts, and estate law updates — Legacy Pro ($299/mo) includes all 6 pillars.

The Estate Readiness Score is a free tool (no account required, 5 per day) that evaluates your current estate planning status. You answer 5 quick questions about your age, assets, and existing documents. The AI returns a 0–100 score, a risk level (Low/Moderate/High/Critical), a list of gaps in your planning, and specific priority actions to take. It's designed to give you an honest picture of where you stand in under 60 seconds.

Absolutely. Legacy Shield is built for both roles. Many retirees use it to manage their own estate documents, optimize retirement income, analyze rental properties, and eventually write legacy letters and ethical wills for their families. The platform supports a "retiree" role in your profile, which tailors certain tools — like the RMD Calculator, Retirement Income Optimizer, and Tax-Efficient Withdrawal Strategist — to your situation.

Yes. Your data is encrypted in transit and at rest. We do not sell or share your personal information with third parties. Your care contacts, generation history, and profile data are stored securely in a private database accessible only to your account. We use industry-standard authentication (JWT tokens) with 24-hour expiry.