When the time comes, leave clarity — not chaos.
The hardest gift you can give the people you love is a plan they can actually follow. Asset Planet's Legacy module gathers your final wishes, documents, and accounts into one organized, secure place — so nothing is lost and no one is left guessing.
A loving plan, not a burden.
When someone passes without a plan, the people grieving are left to hunt for documents, passwords, and answers during their hardest days. Getting organized now is one of the most caring, responsible things you can do — and Asset Planet makes it genuinely simple, with a guided checklist and help on every screen.
Everything your loved ones will need, in one place.
Directives & legal documents
Store your advance health care directive, will, and trust, and share them the instant they're needed.
Funeral & final wishes
Record exactly how you want to be remembered, so your family never has to guess.
Messages for loved ones
Pre-write emails and texts, and record personal videos, to be delivered by people you trust after you're gone.
Accounts, passwords & asset map
Leave a clear map of accounts, bills, insurance policies, and logins so nothing slips through the cracks.
Trusted individuals & sharing
Decide who can see what, with two-factor-protected access from anywhere in the world.
Fail-safe activation
A built-in delay and confirmation step makes sure nothing is ever released prematurely.
Three steps to peace of mind.
Work the checklist
Follow a guided, checklist-driven process with help on every screen. Your dashboard shows what's done, what needs attention, and what doesn't apply to you.
Add your documents, wishes, and messages
Bring in directives, funeral wishes, contacts, passwords, and the personal messages you'd like delivered later.
Name your trusted individuals
Choose who can access your plan. Asset Planet handles secure, fail-safe delivery when the time comes.
Explore the other modules
Take the weight off the people you love.
It takes less time than you'd think to get organized — and it's the kind of thing you'll be relieved to have done. Start your free trial and begin today.