Immediate Legacy helps families cover final expenses in advance and direct remaining funds to beneficiaries—reducing delays, uncertainty, and unnecessary stress after death.
After a death, many families expect assets to transfer quickly. Instead, funds are often tied up in probate for months—sometimes longer—leaving loved ones waiting during an already difficult time.
These delays can create unnecessary financial stress, especially when funeral costs and immediate expenses arise.
Probate can delay access to funds for months—sometimes longer.
Timelines and outcomes are often unclear during probate.
Families are forced to manage finances while grieving.
Immediate Legacy is designed around a simple idea:
Handle final expenses first, then protect what remains for the people you care about
With planning, families can reduce delays, improve clarity, and create a smoother experience for beneficiaries.
Funeral and burial costs are funded ahead of time
Funds are available without waiting on typical probate timelines
After final expenses, remaining funds may be directed to beneficiaries
Immediate Legacy is often a good fit for families who want clarity, simplicity, and control—without complex planning structures.
Immediate Legacy may not be the right solution for everyone—especially for those who need more specialized planning.
Immediate Legacy is often used alongside financial advisors, estate planners, and other professionals.
EasyHeir focuses on education and structure, helping families make informed decisions that fit within a broader financial or estate plan.
Unlike a will, Immediate Legacy is designed to provide liquidity quickly—without waiting on probate timelines.