Watch a Full Demo of

the Legacy Plan Software

See exactly how it works before you start — from creating your account to previewing your full plan.

No fluff. Just a real walkthrough, step by step.

It’s just three simple steps. You can complete the entire process with or without my help

— and you’ll know exactly what to expect from the very beginning.

What You'll See

This step-by-step demo walks you through the exact software I use with every client — from creating your free account to previewing your plan before payment.

No fluff. No surprises. Just a real walkthrough of how everything works.

Disclaimer:

This video is for educational purposes only and does not constitute legal advice. All plans are created using attorney-written software. If legal review is needed, we’ll let you know.

Want to explore more before you decide?

📖 Learn how Wills and Trusts really work

— and why most families need more than just a Will

📄 Preview real sample documents from The Legacy Plan

🎥 Watch a full demo of the software I use to build your plan

❓ Find quick answers to common questions in the FAQ

👋 Read about who I am and why I started Savvy Jen

Ready to Protect Your Family?

Start Here

NOT SURE WHAT YOU NEED YET?

Step 1: Take the Free Quiz

Not sure if you need a Will or a Trust?

Start here -- this 2-minute quiz will point you in the right direction.

READY TO GIVE US A TRY?

Step 2: Create Your Free Account

Start building your estate plan today using attorney-written software. It’s 100% private, secure, and there’s no obligation to pay.

📝 You can complete the entire process  --  with or without my help  --  and decide to pay at any point along the way.

💵 Wills are $495 and Trusts are $1,995.

JEN IS HERE TO HELP!

Step 3: Book Your Zoom Session With Jen

This step is essential. Every client books a personal session with me so I can help you make the right financial choices and walk you through the entire process.

You can schedule a call with me at any point in the process — before you begin, halfway through, or after you've explored everything. But the more you fill out ahead of time, the more efficient and helpful our time together will be.

All you need to complete beforehand are the basics. If you're stuck or unsure, I’m happy to walk through it with you.

Still not sure?

Still Have Questions?

Not sure where to start, or just want to talk it through first?

Click below to book a quick 15-minute phone call — I’ll help you figure out where to start and what makes the most sense for your situation.

Clarity

Simple tools and guidance that

remove all the guesswork.

Confidence

Real financial advice paired with

attorney-written documents.

Freedom

Take control of your legacy

-- without paying thousands

in legal fees.

Expert Financial Solutions. Personal Touch. Zero Legal Guesswork.

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