The Legacy Index

You're looking around inside a demo. The Hollis family is fictional, and nothing here is real or editable.

Product tour

This is what a family's plan looks like from the inside.

A working, read-only walk-through of The Legacy Index, populated with one invented family so you can see the real product, not a screenshot.

The Hollis Family

Three generations, one place. · 5 people · Est. 2024

6 items

Personal Information

Identity, contacts, and the people to call first.

Complete
4 items

Medical History

Conditions, medications, and care wishes.

In progress
9 items

Financial Accounts

Banks, retirement, and where statements live.

Complete
3 items

Property

The house, the cabin, titles and keys.

Complete
5 items

Insurance

Life, home, auto, and long-term care.

Complete
2 items

Business Succession

Hollis & Daughters Pottery — who takes the wheel.

In progress
7 items

Legal Documents

Will, trust, power of attorney, directives.

Complete
8 items

Final Wishes

The service, the readings, and the recipes to keep.

Complete

When you're ready, this becomes your family's.

We're not open to the public yet. Join the waitlist and we'll reach out when your spot is ready.