Subscription and Billing Management

Managing Your Subscription and Billing Information

Legacy Secure offers flexible subscription plans to cater to your estate management needs. Here's how you can manage your subscription and billing details:

Subscription Plans:

  • Monthly Subscription:
    • Billed on a monthly basis.
    • Ideal for users seeking short-term commitment or flexibility.
  • Yearly Subscription:
    • Billed annually with a discounted rate compared to the monthly plan.
    • Suitable for users preferring long-term commitment and savings.

No Contract Lock-In:

  • Legacy Secure operates on a billing cycle basis.
  • You are not locked into any long-term contracts and can cancel at any time.

How to Subscribe:

  1. Sign Up:
    • Visit the Legacy Secure website and click on "Try for Free".
  2. Free Trial:
    • While on the free trial, a banner will appear at the top of the page with a "Subscribe Now" button, allowing you to upgrade at any time during the trial.
  3. Choose Your Plan:
    • Select either the monthly or yearly subscription option based on your preference.
  4. Enter Payment Information:
    • Provide your payment details (e.g., credit card or supported digital wallet).
  5. Confirm Subscription:
    • Review your subscription details and confirm to activate your account.

Updating Payment Information:

  1. Access Account Settings:
    • Log in to your Legacy Secure account and navigate to the "Settings" section in the left-hand menu.
  2. Select "Billing & Subscriptions":
    • Here, you can view your current subscription plan.
  3. Update Payment Methods:
    • Click on the option to change payment methods, which will redirect you to Stripe.
    • Add a new payment method or update existing details as needed.
  4. Save Changes:
    • Confirm and save your updated payment information.

Canceling Your Subscription:

  1. Navigate to "Billing & Subscriptions" in Settings:
    • Locate the option to manage your subscription.
  2. Select "Cancel Subscription":
    • Click on the "Cancel Subscription" button and follow the prompts to confirm your cancellation.
  3. Access Until Billing Cycle Ends:
    • Upon cancellation, you will retain access to Legacy Secure until the end of your current billing period.
  4. Data Handling Post-Cancellation:
    • After cancellation, your account enters a pending state for 60 days, during which your data remains secure but inaccessible.
    • During this 60-day period, you can either resubscribe or request a data export. For more information, visit: Retrieving Data After Subscription Cancellation .

No Setup Fees:

  • There are no additional setup fees; only the monthly or yearly subscription charges apply.

Support:

For assistance with subscriptions or billing, please reach out to [email protected].