Frequently Asked Questions
What is Simplegacy?
Simplegacy is a digital estate planning platform that allows individuals and families to create essential estate planning documents in a streamlined, structured format. Documents are generated based on the state you select during the process.
Our goal is to make foundational planning more accessible and easier to complete.
Who is Simplegacy for?
Simplegacy is designed for adults who want to put foundational estate planning documents in place efficiently. This includes parents, homeowners, caregivers, business owners, and individuals who want clarity for their loved ones.
Simplegacy works well for many common planning situations. If your estate involves highly complex assets, advanced tax strategies, or unique legal considerations, you may choose to consult a licensed attorney for additional guidance.
Are the documents valid in my state?
Yes. Documents are generated based on the state you select during the process. Proper execution is important to ensure validity. You are responsible for signing your documents in compliance with your state’s requirements.
Is this the same as hiring an attorney?
No. Simplegacy is not a law firm and does not provide individualized legal advice. It is a self-guided document platform. If you need advice specific to your circumstances, you should consult a licensed attorney in your state.
Do I need witnesses or a notary?
Execution requirements vary by state and document type. Simplegacy does not provide legal advice regarding signing requirements. You are responsible for confirming and complying with your state’s execution laws.
Do you offer refunds?
Because documents are generated digitally, refunds are generally not available once documents have been successfully generated and made available for download. If you begin the process but do not complete your documents, no final documents are generated. If you experience a technical issue, please contact support and we will assist you promptly.
Can I update or edit my documents later?
You may return to your account to make changes and generate updated documents, subject to your plan terms. It is recommended that you review your estate plan after major life events such as marriage, divorce, the birth of a child, or significant financial changes.
Is my information secure?
Yes. Information entered through the platform is processed through secure systems. We are committed to protecting user data in accordance with our Privacy Policy.
What if I still have questions?
If you have platform-related questions, you may contact support. If you require legal advice specific to your situation, consult a licensed attorney.
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