Your family deserves to collect what you paid for.

Create your account in less than 5 minutes. After payment, you can schedule setup help so your policy, beneficiary, and claim starting details are organized correctly.

$59 /year
Billed annually

A small yearly safety layer around the life insurance your family is counting on.

Included with every Legacy membership

  • Upload your policy by photo or file
  • Stored in a secure life insurance vault
  • Carrier claim phone number and claim website prepared for your beneficiary
  • Add your beneficiary’s name, phone, and email
  • Annual reminders sent to you and your beneficiary
  • Setup help included so you are not figuring it out alone
  • Beneficiary guidance call included when your family needs help starting
  • No insurance sales, policy recommendations, or carrier commissions

Secure, private setup

Your information is encrypted, private, and never sold or shared with insurance companies. PolicyDoctor does not sell insurance, recommend policies, or earn commissions. We help keep your policy, beneficiary access to the policy, and first steps ready for your family when they need them most.

Create your account with your mobile number. We'll text you a temporary code so you can continue.

Use a mobile number that can receive text messages. We will only use it for your annual vault check-in. No marketing messages.

In plain English: We send you and your beneficiary one text per year. That way your vault never becomes out of date, and your beneficiary never forgets it exists.

Message frequency: 1 message per year. Message and data rates may apply. Reply STOP to opt out. Reply HELP for help. No marketing messages. See our Terms of Service and Privacy Policy.

Billed annually. Cancel anytime. Your documents stay yours.

Questions before signing up? support@policy-doctor.com. Setup help is included after checkout.

What Happens Next

  • Create your account
  • Verify your phone number with a temporary SMS code
  • Then go to the $59/year checkout page
  • After payment, your secure vault opens
  • Add your policy by photo, file, or policy details
  • Add your beneficiary so they know where to start
  • Schedule setup help if you want us to walk you through it

Our only job is helping your family get the life insurance you’re preparing them for. Everything we build exists for that moment.