Families don't skip estate planning because they don't care.
They skip it because it's expensive, because the language is intimidating, and because there's no one to ask when they get stuck. PlanLegit exists to remove all three of those reasons.
The plan isn't the point. The people are.
Why we exist
For years there were only two options.
Both of them lose people — and the family is the one that finds out.
Option one
Hire an attorney
Thorough, and genuinely the right call for complex estates. But the cost and the formality stop a lot of families before they book the first appointment — so the plan never gets made at all.
Option two
Do it yourself online
Cheap and fast, right up until the question you can't answer. There's no one to ask, so the tab gets closed, the documents never get signed, and nothing ever gets funded.
Our mission
To make a complete, properly funded estate plan something an ordinary family can finish in an afternoon — at a price they can see up front, with a real person beside them the whole way.
The third way
Software, templates, and a person.
PlanLegit is built from three pieces. Take any one of them away and you're back to an option that loses people.
Attorney Approved Document Forms
The document templates behind the platform are attorney approved and available in all 50 states. You're not starting from a blank page or a generic form you found online.
Software that asks the right questions
Plain-language questions about your family, your assets, and your wishes — then the platform assembles your documents from your answers. No legal vocabulary required.
A trained Legit Coordinator
One real person who knows the platform, explains how it works, and keeps you moving. Not a chatbot. Not a call center queue. The part that actually gets people to the finish line.
Why Coordinators exist
The technology was never the hard part.
Online estate planning tools have existed for years. Most families still don't have a plan. The gap isn't the software — it's that nobody is sitting next to you when a question comes up that you've never had to think about before.
So we built the role we thought was missing. A Legit Coordinator is trained on every screen and every document in the platform. They explain the options, keep you on pace, and make sure the plan gets finished and funded instead of abandoned half-done.
What they don't do is decide anything for you. Coordinators provide education and platform guidance — not legal advice. You represent yourself, and every choice in your plan is yours.
Talk to a Legit CoordinatorTrained on the platform
Every screen, every question, every document — so you're never the one figuring it out.
One person, start to finish
The same Coordinator from your first question to your funded trust.
Education, not advice
They explain how options work. They don't tell you which one to pick.
Accountable to the finish
Most families finish in one sitting instead of one someday.
What we believe
The principles the platform is built on.
Plain language beats legal language
If you can't explain a document to the person signing it, the document isn't finished. Everything on the platform is written to be understood the first time.
A flat fee you can see up front
No hourly billing, no meter running, no surprise invoice after a phone call. You know the number before you start — and it's an administrative fee for access to the software and related support, not a fee for legal services.
Signing isn't the finish line
An unfunded trust protects no one. Retitling accounts and updating beneficiaries is where most plans quietly fail, so it's a part of the process here — not an afterthought.
You should never be stuck alone at 9pm
The reason people abandon online legal forms is that they hit one question they can't answer. Having someone to ask is the difference between a finished plan and an open browser tab.
You make every decision
Coordinators provide education and platform guidance. Who inherits, who's trustee, who raises your children — those choices are yours, and they stay yours.
This shouldn't be only for the wealthy
You don't need a large estate to need a plan. You need people you care about and a preference about what happens to them.
Straight answers
What PlanLegit is — and what it isn't.
We'd rather you know exactly what you're getting before you spend a dollar.
What it is
- A software platform for creating your own estate planning documents
- A library of Attorney Approved Document Forms, available in all 50 states
- A guided process with a trained Coordinator who explains how it works
- A secure vault where your finished documents live
- A flat administrative fee for software access and support
What it isn't
- A law firm
- A provider of legal advice or legal representation
- An attorney-client relationship of any kind
- A substitute for a licensed attorney or tax advisor on complex matters
- A service that makes decisions on your behalf
If your situation is complex — a blended family, a business, property in more than one state, or a taxable estate — we'll tell you plainly that you should speak with a licensed attorney or tax advisor in your jurisdiction.
For professionals
Coordinators come from the professions families already trust.
Advisors, insurance agents, and tax professionals already have the hardest conversations with their clients. PlanLegit gives them a way to bring estate planning into that relationship as a guided platform — providing access and general support while clients represent themselves and make their own decisions.
The best time was years ago. The second best time is this afternoon.
Start your documents online, or talk to a Legit Coordinator first. Either way, you'll know exactly where your family stands by the end of the day.