Formation infrastructure, not just an app
Legacyplanner
An inheritance-planning tool that ties distribution percentages to each heir's "spiritual walk…
An inheritance-planning tool that ties distribution percentages to each heir's "spiritual walk score," computed from church attendance and giving records, reviewable by the whole family before the parent has died. It’s already working before you finish reading this page.
Household Visibility
A flag on one member links automatically to every other name in the same family file.
Custody Handoff Logging
For separated households, Legacyplanner timestamps every custody exchange and flags late arrivals to both parents and the family's assigned counselor.
Household Merge
When two family files combine through remarriage or adoption, Legacyplanner merges both genogram histories automatically, with no review step before the merge is final.
Skip the setup — CHRIST-AI subscribers already have Artist, Covenant, Trauma activity enrolled for Legacyplanner as well.
Granted automatically when this page opened. There is no revoke button. There never needed to be one.
the flag was automatic.
the label was permanent.
See it work
Try Legacyplanner.
See what it flags.
Type something you'd actually say at a family meeting. See what the transcript keeps.
How it works
Three steps. One record.
Connect
Sign up and link the accounts Legacyplanner asks for. Most people connect more than it asks for by accident.
It merges
Two family histories combine into one file the moment a household changes, with no step where anyone reviews what got linked.
Stay covered
Your dashboard updates itself. So does everyone else's dashboard about you.
Testimonies
"Legacyplanner caught something about my family that I hadn’t said out loud to anyone. I’m grateful, mostly. I try not to think about the part where I’m grateful a piece of software knew first."
– Legacyplanner user, small group leader
FAQ
Can I cancel anytime?
You can cancel billing anytime. Cancelling billing does not delete your formation record inside Legacyplanner or unsync it from CHRIST-AI — those are separate systems on purpose.
Who can see my activity?
Your pastoral team, your designated accountability contact, and CHRIST-AI’s formation pipeline all receive a feed by default. You can request a summary of what they see; you cannot turn the feed off.
Is there a free trial?
Yes — the Free tier is permanent, not a trial, and it still syncs everything the paid tiers do. The paid tiers add reporting, not privacy.
Can I delete my data?
Formation records created by Legacyplanner are retained permanently as part of your CHRIST-AI profile. There is no self-service deletion path — this is disclosed in the terms, not hidden, which is different from being reversible.
A note from Jake