Legacy Planning is not just for the wealthy.
Protect What Matters Most
It is for everyone who loves someone.
Who We Are
Planning for Every Family
Simple Legacy Plans has reimagined the legacy planning experience, with concierge level service at a fraction of traditional law firm costs. It all starts with Total Legacy Planning and from there, if you require a will or a trust, our attorney network and proprietary software help you decide what is best for your family.
"Everyone deserves a plan that protects the people they love."
Who We Serve
We work with families and individuals at every stage of life who want to protect what they've built.
Parents with Minor Children
Ensure your children are cared for by the right people with a guardian designation and a plan that protects their future.
First-Time Homeowners
Protect your new investment and make sure your property passes to the people you choose — without the cost of probate.
Veterans
You've served and sacrificed for this country. Now let us help you protect your family and honor your legacy with a plan that reflects your service and your values.
Grandparents Raising Grandchildren
Formalize your role and create a plan that protects the children in your care and secures their stability long-term.
Small Business Owners
A legacy plan helps ensure your business continues — or transitions smoothly — without disruption to your family or partners.
Teachers & First Responders
You serve others every day. Let us help you protect your own family with an affordable, straightforward legacy plan.
Non-Profit Groups
Preserve the mission you've built by planning for leadership transitions and protecting the organization's future.
Retirees
Make sure your wishes are honored and your assets go exactly where you intend — with clear, legally sound documents.
If you have people or assets you care about, you need a plan.
Why Use Simple Legacy Plans?
We've reimagined legacy planning from the ground up — making it faster, simpler, and more affordable than ever before.
Free to start.
Create your account and begin your legacy plan at no cost. You only pay when you're ready to finalize your documents.
A secure place for everything.
Store your important documents, wishes, and instructions in one secure, organized portal your family can access when it matters most.
You control who has access.
Grant or revoke access to your legacy plan at any time. You decide who sees what and when.
State-specific documents.
Our documents are tailored to meet the legal requirements of your state, so you can be confident your plan will hold up.
More than paperwork.
Leave behind letters, videos, and personal messages for the people you love — not just legal documents.
Planning made simple.
Our guided process walks you through every step so you always know what to do next — no confusing legal jargon.
Simple Legacy Plans is not a law firm and does not provide legal advice.
Online Appointments
Not sure where to start? Book a free 30-minute discovery call and we'll walk you through the process, answer your questions, and help you find the right plan for your family.
Book Your Discovery CallGet in Touch
We're here to help you get started.
Prefer to meet in person? We're located in Dallas, TX and welcome walk-ins during business hours. You can also reach us by phone or send us a message below.