Choose how you want to protect your family.
PolicyDoctor Legacy gives your beneficiary one clear place to find the policy, claim details, required documents, and first steps when they need it.
Claim-Ready Setup
$189
one-time
First year of Legacy included. Renews at $59/year after the first year.
PolicyDoctor helps prepare your vault with the policy details, beneficiary access, carrier claim information, and required claim documents your family may need later.
What's included:
- PolicyDoctor-guided setup
- Policy and carrier details organized
- Beneficiary access prepared
- Carrier claim form / information link added
- Required claim documents entered
- First year of Legacy included
- Annual reminders after activation
If PolicyDoctor already prepared your vault, log in and you'll be prompted to complete checkout before accessing it.
Self-Serve Legacy Vault
$59
/year
For customers who want to set up their own vault.
Create your secure vault, upload your policy, add your beneficiary, and enter the claim-starting information yourself.
What's included:
- Secure policy upload
- Beneficiary access
- Policy and carrier details
- Required claim documents field
- Carrier claim form / information link
- Annual owner and beneficiary reminders
Not insurance. Not an agent. No commissions. Vault data is not shared with carriers, agents, or third parties.