How It Works

Five simple steps to a clear family plan

Resolve Legacy guides families through the most important planning work in five straightforward steps — no legal jargon, no scattered lists, just one clear path forward.

1. Take Inventory

Build a clear picture of what matters: accounts, insurance, property, debts, digital access, and the people who need to be reached.

2. Plan Your Wishes

Capture health and medical directives, funeral and legacy preferences, and the family roles you want loved ones to play.

3. Organize and Secure Important Documents

Bring wills, living trusts, powers of attorney, and other essential records into one secure place. Resolve Legacy helps families prepare and organize these details for attorney review, with permissions, access controls, and notes on where originals live.

4. Protect Your Family’s Future

Set up family members, assign responsibilities, and manage secure sharing or export for advisors and trusted helpers.

5. Annual Review and Monitoring

Review your plan every year and after major life changes so permissions, documents, contacts, and wishes stay current.

See Family Use Cases Start Planning

Helpful AI guidance, with you in control

Resolve Legacy is not just a static checklist. AI helps keep your family readiness plan current and actionable, while you approve every important decision.

Convert and organize uploaded documents

AI-assisted workflows help classify and map uploaded files to the right planning category so records stay findable.

Translate and normalize communication

Support multilingual family coordination with translation-ready guidance and clearer communication handoffs.

Detect patterns and readiness gaps

Identify likely missing details and inconsistent entries early so families can fix them before they become urgent issues.

Keep human approval in the loop

Suggestions are never auto-finalized. Users control what is saved, shared, and permissioned across contacts.