For families with ageing parents
Plan your parents’ later years together, while everyone is well.
Care, money, the people involved and the conversations that hold it all together. Start with a free eight-minute call with our AI guide, see where your family stands, and leave knowing the one conversation to have first.
Why start now
It is easier to talk while nothing is urgent.
In short: Legacy Compass is for adult children with an ageing parent who want to plan ahead together, kindly and early. A free call of about eight minutes with our AI guide maps four areas, conversations, money, care and people, onto your family compass. If you want the whole plan, you choose how to finish it.
When everyone is well, your parents can say what they want, and the family can agree without rushing. That is a gift to them, and to you.
Who should be part of it?
There is never a perfect moment.
Good moments to start
There is rarely a perfect time. There are plenty of good ones.
Families often start after something ordinary makes them think about the years ahead. Any of these is a fine moment.
Getting married or settling down
A new baby in the family
A health scare that turned out fine
A parent moving, or needing a little more help
Watching a friend sort things for their parent
Turning 40 or 50
How it works
A free call, your compass, then you choose.
Have a free call.
About eight minutes with our AI guide, by voice, with no live person on the call. One question on each of the four areas, then a closer look at the one you choose. You finish with one conversation to have, who should be in the room, and an opening line.
See your family compass.
Conversations, money, care and people, each marked not started, in progress or on top of it. The area you worked on is filled in. The other three are waiting for your full plan.
Choose your next step.
Stop there, or finish your plan one of two ways. For £29, have a second, longer call with our AI guide, then get your full written plan. Or for £200, work it through with a trained person by video. Both are one-off.
Our story
Why we built Legacy Compass.
We started Legacy Compass so families could face what is coming together, and early, instead of scrambling in a crisis. Here is what that means to us.
Your options
Start free. Go further if you want to.
Everyone starts with the free call. Afterwards you can stop there, or finish your plan one of two ways: with our AI guide for £29, or with a trained person for £200. You choose one or the other, never both.
Free call
- What you get
- Your family compass across all four areas, a closer look at the one you choose, and one conversation to have, with who to include and an opening line.
- Who it is for
- Anyone with an ageing parent who wants to see where the family stands, with no commitment.
- How long it takes
- About eight minutes, by voice, with our AI guide. There is no live person on the call.
- What happens next
- Your compass is ready as soon as the call ends. No card, no account. Then you decide whether to go further.
Full plan
- What you get
- A second, longer call with our AI guide, then your full written plan: all four areas, in order, with who should be in each conversation, what to say and what to do first.
- Who it is for
- You want the whole picture, and you are happy to finish it with our AI guide, in your own time.
- How long it takes
- One follow-up call, longer than the first. Start it straight away or any time later, with nothing to book.
- What happens next
- We write your plan after your second call and email you. Share it with anyone, and invite a relative to check the facts with a short call of their own.
You choose the full plan after your free call, once you have seen your compass.
Expert
- What you get
- A live video session with a trained person from our team, who helps you build and write your plan together.
- Who it is for
- You would rather work it through with a person than with our AI guide. You can book it with or without the free call.
- How long it takes
- One session, on a day you book.
- What happens next
- Pay, pick a time that suits you, then meet by video. Your written plan follows the session.
Instead of the £29 full plan, not as well as it. It does not include the AI follow-up call.
Stories
Families who started early.
First open conversation we had after his diagnosis. We talked about his childhood, and about the bank accounts.
Gave me the words for my chats with mum.
It prompted us to settle things I had not thought to ask.
Questions
Your questions, answered plainly.
What is the free call, and how long does it take?
The free Kitchen Table call is a voice call of about eight minutes with our AI guide. It asks one question about each of four areas: conversations, money, care and people. You then choose one area to go deeper on, and finish with one conversation to have, who should be in the room, and an opening line you can actually say.
Is it a real person on the call?
No. The free call and the £29 follow-up call are both with our AI guide, and there is no live person on either. We say so at the start of every call. If you would rather talk it through with a person, the £200 Expert session is a live video session with a trained member of our team.
What do I get at the end of the free call?
You see your family compass as soon as the call ends, and we email you a link to it. It shows all four areas and where each one stands: not started, in progress, or on top of it. The area you worked on is filled in with what you told us. The other three areas are waiting, and they unlock when you get your full plan.
Do I have to pay anything?
No. The free call and your family compass cost nothing, and you need no card and no account. Paying is your choice. After your call you can stop there, get your full plan for £29, or book an Expert session with a trained person for £200. Both are one-off payments, never a subscription.
What does the £29 full plan include, and when do I get it?
It includes a second, longer call with our AI guide, then your full written plan. The plan covers all four areas in order, with who should be in each conversation, what to say, and what to do first. We write it after your second call, from what you told us across both calls, and email you when it is ready.
What is the follow-up call?
It is the second call that comes with the £29 full plan, with the same AI guide. It thanks you for coming back, reads back what it already knows so you can correct anything, and asks how the first call felt. Then it works through the other three areas. Start it straight away or any time later, with nothing to book.
What is the difference between the £29 full plan and the £200 Expert session?
They are two routes to a finished plan, and you choose one. The £29 full plan is a second call with our AI guide, in your own time, then your written plan. Expert is a live video session with a trained person, on a day you book, who builds and writes the plan with you. Expert does not include the AI follow-up call.
Can I share my plan, and what is an invite?
Yes. Once your full plan is written you can make a private, read-only link and send it to anyone you choose. An invite goes further: a sibling or relative reads your plan and takes a short call of their own to check the facts. What they say comes back to you only if they agree. Each invite works once and lasts 30 days.
Is this only for when something is wrong?
No. It works best when nothing is wrong. Families often start after an ordinary moment, a wedding, a new baby, a milestone birthday or a parent moving house, while everyone is well and the conversation can be relaxed. Starting early gives everyone time to say what they want. If you are grieving right now, we will point you to support better suited to that.
Isn't this a bit morbid?
Not really. Most of it is about living well: how your parents want to spend their later years, where they would like to live, who does what, and how money and care fit around that. Where wishes for further ahead come up, we keep it plain and gentle. It is a conversation about care and family, not about loss.
What if my parent will not talk about it?
That is common, and it is fine. The call is with you, not your parent, so you can start without them. You finish with one conversation to have and an opening line you can say, and a small question is often easier than a big decision. Your full plan also suggests who in the family is best placed to ask.
Is my information private, and who sees it?
Yes. Your call is recorded and transcribed so we can write your plan, and we never ask for account numbers. We do not sell your information or contact the family members you mention. A few trusted providers help us run the service, on our instructions only. We keep your information for a limited time, and you can ask us to delete it whenever you like.
Can I get a refund?
Yes. For the £29 full plan, you can ask for a full refund at any time until your plan has been sent to you, and if we cannot deliver the call or the plan we refund you in full. The £200 Expert session begins as soon as you buy it, so if you cancel part way you may pay for what you have used. Just email us.
Can I stop your emails?
Yes. We email you your plan and anything you buy. After your call we may also send two or three short emails asking how things went, and they never try to sell you anything. Every research email has a link that stops them in one click, or you can simply email us. Stopping them changes nothing about your plan.
Start while it is easy.
A free eight-minute call, from your own kitchen table. No card, no account, just a clear first step for your family.
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