How Legacy Kit Works

Legacy Kit turns legal document preparation into a guided, fixed-price workflow so customers can organize the information lawyers, notaries, and filing offices need.

1. Choose your document

Select an estate plan, business package, or common legal form for Canada or the United States.

2. Answer plain questions

The intake asks for names, roles, assets, powers, beneficiaries, company details, or contract terms depending on the product.

3. Checkout securely

Your selected package is added to WooCommerce checkout so payment and order tracking stay in one place.

4. Receive next steps

Legacy Kit prepares a structured document-prep worksheet and signing checklist. Review support can be added where available.

Why this saves money

Traditional legal work often starts with a paid intake meeting. Legacy Kit collects the same basic preparation details upfront, so professional review time can focus on exceptions, legal advice, notarization, filing, and final execution.

Start My Legacy Kit

Legacy Kit provides document preparation, not legal advice. Optional lawyer/notary review may be available.