Plan, organize, and protect the wishes your family may one day need.
Resolve Legacy helps you keep end-of-life wishes, documents, contacts, accounts, and instructions safely organized in one Family Readiness Plan so loved ones can manage what comes next with clarity and comfort.
AI helps organize your plan and find what's missing. You approve every detail.
Your Legacy
1 Inventory
- Gather accounts and assets
- Capture contacts and digital accounts
- Map insurance and key obligations
2 Plan Your Wishes
- Set health directives and proxies
- Record personal and legacy wishes
- Add caregiving preferences
3 Organize and Secure
- Organize legal documents (Living Trust, Will, POA)
- Set permissions and secure records
- Attach supporting files
4 Protect Your Family's Future
- Set up family members and roles
- Share and export with trusted access
- Confirm first-response actions
5 Annual Review
- Schedule yearly plan check-ins
- Monitor updates and permissions
- Reconfirm contacts and proxies
Simple structure. Clear path. Less stress for everyone.
#1 rule - don't put it off
Most families are left searching, guessing, and overwhelmed
Who has the insurance policy?
What were their funeral wishes?
Who should call the bank first?
What happens to the pets?
Which passwords or accounts matter now?
Why create a legacy?
A legacy plan gives you a clear way to direct where your money and assets go. Instead of leaving decisions to a judge, you define what happens for your family, future generations, and the causes you care about, while reducing what may need to go through probate.
Your voice should guide your assets
When you document directives early, your money and property can follow your values and not default to court interpretation.
Reduce the risk of a judge deciding for your family
Without clear instructions, probate and court processes can decide outcomes your loved ones never expected. Planning now helps reduce that risk and can keep more decisions out of probate when paired with proper legal guidance.
Choose support for future generations
Direct resources to children, grandchildren, and future family priorities with less confusion and fewer conflicts.
Include causes that matter to you
You can designate gifts to a church, nonprofit organization, community group, or foundation as part of your legacy plan.
AI helps you organize. You stay in control.
Organize documents with less manual work
Upload files once. Resolve Legacy helps sort and map documents to the right planning category so your family can find what matters fast.
Support multilingual families
Use AI-assisted translation so critical instructions can be understood across languages when time and clarity matter most.
Find what is missing before a crisis
Detect likely gaps and inconsistent records early so you can complete your plan before your family needs it.
Keep everyone on the same page
Keep contacts, instructions, and updates aligned so your family has one clear source of truth in stressful moments.
AI guidance with your approval
Every AI-assisted suggestion remains user controlled. You approve what stays, what is shared, and who can act on it.
Reduce searching and repeated decisions
Spend less time chasing files, repeating decisions, and correcting errors while giving your family clearer next steps.
Five Simple Steps to Protect Your Family
We guide you through five major steps. Expand each one to see the key actions we help you organize and manage.
1. Inventory
- Gather financial accounts and core assets.
- Capture key contacts, immediate needs, and digital accounts.
- Map property, insurance, and recurring obligations in one place.
2. Plan Your Wishes
- Set health directives and proxy choices.
- Record personal, memorial, and legacy wishes.
- Document caregiving preferences and family communication priorities.
3. Organize and Secure
- Organize legal documents: will, trust, and power of attorney.
- Get guided help preparing Living Trust and Will details for attorney review and family clarity.
- Secure originals, records, and app permissions.
- Attach supporting records so critical details are easy to retrieve.
4. Protect Your Family's Future
- Assign clear family roles and responsibilities.
- Set sharing, export options, and trusted access controls.
- Confirm everyone knows what to do first when action is needed.
5. Annual Review and Monitoring
- Schedule an annual plan check-in and major-life-change updates.
- Monitor permissions, document freshness, and plan readiness.
- Reconfirm proxies, beneficiaries, and emergency contacts each year.
Why Resolve Legacy is different from traditional end-of-life tools
Built for real families, not generic end-of-life tools
Most end-of-life tools stop at static forms. Resolve Legacy combines active workflows, role accountability, and practical action plans your family can execute.
Not just storage, a plan your family can follow
Your household gets a living playbook: what to do first, who does it, what documents are needed, and what comes next.
Fine-grained permission windows
Control visibility by person, category, and timing, including before-loss visibility, after-loss visibility, and approval boundaries.
Helpful AI guidance with you in control
AI helps accelerate organization and accuracy, but decisions stay in human hands with explicit user approval and role checks.
Security-first cloud architecture
Protected in AWS with encryption in transit via TLS, encryption at rest, and hardened access controls designed for sensitive legacy planning data.
Clarity in emotionally difficult moments
Readable guidance, practical language, and focused next actions reduce confusion, conflict, and delay when families are under stress.
Frequently asked questions
Is Resolve Legacy legal trust software?
No. Resolve Legacy is a family readiness platform for practical instructions, document locations, contacts, and wishes.
What makes Resolve Legacy different from other end-of-life tools?
Resolve Legacy combines AI-assisted document workflows, role-based permissions, time-based action plans, and human-approved decision controls in one platform.
How does AI help without taking control away from families?
AI helps convert, organize, translate, and detect patterns in documents, but users remain in control of approvals, edits, and what gets shared.
How is our data protected?
Resolve Legacy uses AWS cloud security practices with encryption in transit using TLS and encryption at rest for stored data and documents.
Do you support MFA and strict access controls?
Yes. Resolve Legacy supports multi-factor authentication, scoped permissions, and role-based controls so access aligns with your family plan.
Can I control who sees information before and after death?
Yes. You can configure fine-grained access levels, including who can view specific files and instructions, and when those permissions apply.
Who is this platform for?
Adults planning for spouses, children, and caregivers who want loved ones to know what to do if something happens.
Secure, supportive, and built with warmth
Your information is protected, your family gets clear steps, and we are here to help at every stage.