Everything that matters,
in one place.
So your family doesn't have to guess.
A LegacyLens Checklist is a gift, not a sales pitch — one calm, organized snapshot of everything you've built and put in place to protect the people you love.
Your Checklist
Last saved · just now
- Family contactsSaved
- Policies & coverageSaved
- Important documentsSaved
- Healthcare wishesIn progress
- Wishes & instructionsIn progress
Share with the people you love
Generate a private, read-only link — you stay in control.
Who this is for
Made for the people who plan ahead.
For parents
Who want to make things easier for their children — no scavenger hunts, no hard guesses.
For retirees
Who want important documents, accounts, and wishes organized and easy to find.
For families
Who want one calm place for policies, contacts, and instructions — together.
How it works
Three quiet steps.
No pressure. No insurance jargon. Just a calm walk through what matters.
Tell us your story.
Walk through your Checklist at your own pace. We'll save as you go — you can pause anytime.
See your full picture.
Everything in one view: what's in place, what's missing, and what your family will need to know.
Share it with the people who need it.
Give your family a calm, organized handoff. You choose what to share, and when.
Privacy, by design
Your story stays yours.
We built LegacyLens for families, not pipelines. No ads, no resale, no surprises — just a private place for what matters.
Encrypted in transit and at rest.
Everything you enter is encrypted on the way to us and while it's stored. Only people you authorize can ever read it.
You control sensitive details.
Your agent can advise you, but won't see medical history or other gated sections without your explicit permission.
Never sold. Never shared. No ads.
We don't sell your data, run ads against it, or share it outside your agency without your written consent.
Common questions
What people ask first.
Ready to organize your family's important information?
Request a private invitation and a LegacyLens agent will help you get started.