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Organize Your Financial Information

Would your family know where and what documents were important if you died today? Death, serious injury or illness are events that are rarely foreseen. During these emotional and stressful times, important documents and information may be forgotten, overlooked, or even thrown away. Legacy Planner makes organizing and accessing your important personal and financial information easier than ever by keeping it all in one place and making it accessible to you anywhere. Add information about bank accounts, insurance policies, retirement accounts, investments, real estate holdings, vehicles and other assets to your secure Legacy Planner profile. It’s nice to know that you or a representative can securely access your important information in the event of an emergency, even when you aren’t at home.

Document Your Family History

Family history is more than who was born when and died where. Building your family experience about the past, in the present, and for the future is what Legacy Planner is all about. We understand that working with your family history can be a daunting task even with the best of filing systems and software. Legacy Planner gives you the tools and help you need to document more than just your family group sheet. With Legacy Planner, you can add stories, photos*, and videos*, and invite family members and friends to collaborate through comments or by adding additional material to your family history! As you interact with friends and relatives, you will be amazed at the stories and details you weren’t even aware of that can strengthen bonds and bring your family closer through the ages.

Write Your Life Story

Let your story have the impact only you can provide. The ability to share your side of the story is more valuable than you may ever realize. Generations from now, your story will have the ability to guide, console, or instill confidence in family members looking for answers. What may seem trivial or unimportant to you may be the one piece of advice you give to your children or grandchildren that allows them to face and conquer their own challenges. Legacy Planner makes writing your story as stress-free as possible with helpful hints and prompts that guide you toward rediscovering the beauty and importance of your life’s journey.

Write Letters of Advice or Forgiveness

If this were your last day on earth, whom would you call to settle any outstanding differences? Is there something you are inspired to tell someone but are hesitant to impart it? Asking for or granting forgiveness can be an emotionally challenging experience, especially when relations have been strained. Writing a letter asking for or granting forgiveness is one way you can ensure that issues that may be uncomfortable to discuss today are addressed, in the event that their resolution does not occur while you are alive.

Writing letters of advice to your loved ones is a way to guide them along life’s path even when you aren’t around. Sometimes the wisdom that we wish to impart is for those who are too young or immature to understand it. Use your Legacy Planner to write letters of endearment, comfort, advice and forgiveness to those you care about. Write as many letters as you desire and edit, update, or remove them as needed. Rest assured that all your letters remain confidential until you decide to share them with the intended recipients.

Why Legacy Quest?

The founders and staff of Legacy Quest come from a broad range of family situations that give us a unique perspective and understanding of the value of strengthening bonds and bringing families together through communication and collaboration about past, present, and future generations.

Our mission is to help you and your family document and preserve your legacies by empowering you to define and shape how you will be remembered by your loved ones today and for generations to come.

At Legacy Quest, we adhere to governing values that help us make decisions that benefit you. We continually strive to enhance your experience with mylegacyquest.com and all other Legacy Quest products and services.

Integrity: As it is to you, the importance of integrity throughout your experience is our highest priority, driving everything we do—from customer service and information security to how we develop new features and services that enhance your personal Legacy Quest.

Fulfillment: We continuously strive to create, expand and improve the tools and services that meet your individual needs, and enrich the lives of every user and customer.

Loyalty: Your satisfaction is our bottom line. We know that the only way to stay in business is to keep our users at the heart of everything we do. While still responsible to the stakeholders of Legacy Quest, any decision we make faces one core challenge: Will this benefit our users? Acting on this mandate frees us to serve you at the highest level possible.

Benevolence: In all we do, the concepts of kindness and goodwill apply. We believe in doing good for goodness’ sake. We believe that, by initiating this positive action, we can improve our community and the world.

* Feature coming soon.