Estate planning is one of the most important pieces of a coordinated financial strategy. We've seen what happens when it's missing: assets tied up in probate, families caught off guard, wishes left unprotected.
That's why we use LegacyLock estate planning software to help our clients get it done.
LegacyLock is a guided online platform built by expert estate planning attorneys and designed for real families, not legal professionals.
It walks you through a simple, plain-language interview, builds your complete plan in the background, and produces a full set of attorney-drafted, state-specific documents ready for your signature.
No appointments. No confusing legal jargon. No surprise invoices.
With LegacyLock, you're not cutting corners. You're removing friction. And the result is a legally valid, fully customized estate plan that reflects your family, your wishes, and your values—completed from the comfort of your own home.
Takes minutes to schedule. Takes the weight off for good.
Estate planning with LegacyLock feels less like paperwork and more like a structured conversation.
Here's what the LegacyLock process looks like:
Step 1:
Answer guided questions about your family, assets, and wishes.
The platform walks you through everything in plain language, with helpful prompts explaining any terms you're unfamiliar with. No legal expertise required.
Step 2:
Your LegacyLock estate planning documents are built in real time.
As you complete the interview, LegacyLock assembles your complete plan in the background. Everything is customized to your state, your family structure, and your specific wishes.
Step 3:
Review, sign, and store everything securely.
Your finished documents are ready to print, sign, and store in LegacyLock's secure digital vault, which is accessible to you and your family anytime, from anywhere.
Step 4:
Update any time as life changes.
Marriage, a new grandchild, a move to a new state—whenever your life changes, your plan can too. No attorney required. No additional fees.
Free, no-pressure call. No attorneys. See if this is the right fit for your family.
Every LegacyLock estate plan includes a complete set of attorney-drafted documents, each one doing a specific job for your family:
Revocable Living Trust: Keeps your assets out of probate and under your family's control.
Will: Captures anything not yet held in the trust.
Healthcare Power of Attorney: Ensures medical decisions are made by someone you trust.
Financial Power of Attorney: Protects your finances if you're ever incapacitated.
Living Will/Advance Directives: Your end-of-life wishes, legally binding.
Guardian Designations: You choose who raises your children.
Trust Funding Kit: Ensures the plan actually works when it's needed.
Secure Document Vault: Encrypted, accessible 24/7, available in any emergency.
Lifetime Updates: Free, unlimited, no attorney required
No hidden upgrades. No surprise legal fees. What you see is what you get—a complete plan you can build and maintain for life.
Takes minutes to schedule. Takes the weight off for good.
Your personal information never leaves LegacyLock's protected platform.
Every document is encrypted with military-grade security, stored in a private digital vault, and never sold, rented, or shared with third parties. Your plan is state-specific, attorney-compliant, and built to hold up when it matters most.
No attorneys or legal fees. Just a plan that finally gets done.
The difference isn't just cost. It's control. With LegacyLock, your plan stays current because updating it doesn't require booking an appointment or writing a check.
You don't need to be wealthy to need an estate plan. You just need to care about what happens next.
If you have children, you need to designate who raises them.
If you own a home or savings, you want to keep them out of probate.
If you have wishes for your heirs and assets, you must make them legally binding.
LegacyLock was built for families protecting what they're building, professionals and business owners who need their estate coordinated with their broader financial strategy, retirees who want everything simplified and settled, and anyone who has ever said, "I really need to get this done."
If that last one sounds familiar—you already know the answer.
Your family deserves a plan. This is the simplest way to start.
A completed estate plan is not the same thing as a coordinated financial strategy.
Too many times, we’ve seen clients with solid legal documents that were never connected to their insurance structure, retirement income plan, or legacy goals.
The documents existed. The strategy didn't.
This is the problem with fragmented financial planning. Your CPA files your taxes. Your attorney drafted a trust. Your advisor manages your investments.
Each professional does their job well. But nobody is overseeing how all of it works together.
Decisions get made in isolation. Opportunities get missed. And a plan that looks complete on paper turns out to have gaps that only surface at the worst possible moment.
At Garda, we do something different. We use LegacyLock to help you get your estate plan in place. But that's the beginning, not the end.
We make sure your estate documents align with your insurance strategy, retirement income plan, and broader legacy goals.
We coordinate with your existing professionals so that every piece of your financial life is working from the same blueprint.
This is the thinking behind our Rockefeller Method, a multi-generational legacy framework that goes far beyond documents in a drawer.
It's also at the core of our Macro Planning Method™, which brings together your tax strategy, estate structure, insurance design, and investment decisions into one coordinated system.
LegacyLock gives you the documents. Garda makes sure those documents actually work with everything else.
Whether you're starting from scratch or updating a plan that's years out of date, we'll walk you through exactly what makes sense for your family and your financial picture.
No pressure or obligation. Just a clear, honest conversation about where you are and what a complete plan looks like from here.
Free conversation. No attorneys involved. No obligation to move forward.
*Disclaimer: Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.