Set aside funeral funds now so that family isn’t surprised later.

Immediate Legacy helps you pre-fund funeral expenses in a revocable funeral trust. It’s a simple way to reduce stress and make sure funds are available at the moment they’re needed.

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What this can relieve

Less decision‑making under pressure
Give your family a plan when emotions are high.

Funds dedicated to final expenses
Money is set aside specifically for funeral costs.

You can change it
Because it’s revocable, you can update details at any time.

Designed to reduce stress for the people you love.

We’ve helped thousands of families through preneed planning, and we built EasyHeir to reduce confusion and last-minute pressure.

Immediate Legacy sets aside funeral funds in a revocable funeral trust and provides a clear path from setup to payout, so your family has one less thing to manage.

Reduce the burden

When there’s no plan, families often have to make fast decisions while grieving,and that can be overwhelming.

By setting aside funds in a revocable funeral trust, you create a clear path forward: money earmarked for funeral expenses and guidance your loved ones can follow.

An Easy To Follow Process

1
See how Immediate Legacy works

Learn more about pre-planning so you can act with confidence

2
Set up your Immediate Legacy Account

Complete a simple, guided setup process designed to be clear and straightforward.

3
Funds are available when needed

Put structure in place that reduces complexity for your loved ones.

Want to see how Immediate Legacy works?

Get Started Today

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