Quick Start Guide

Quick Start Guide

Get up and running with Legacy Guardian in just a few steps.

Step 1: Complete Your Personal Details

Navigate to Personal Details from the sidebar to enter your basic information. This includes:

• Your full name and contact details
• Identity number
• Marital status

Step 2: Start Your Will

Go to Will from the sidebar to begin documenting your wishes:

• Choose your burial preferences
• Add beneficiaries who will inherit from your estate
• Appoint executors to administer your estate

Step 3: Set Up Emergency Features (Premium)

Premium subscribers can access:

• Emergency QR Code - A scannable code with your medical information
• Emergency Details - Blood type, allergies, medications, and emergency contacts

Step 4: Organize Your Records (Premium)

Use the Organiser to store important information:

• Create folders for different categories (Banking, Insurance, Property)
• Add records with account details, policy numbers, etc.

Step 5: Invite Guardians (Premium)

Go to Guardian to invite trusted people:

• Guardians can access your information in emergencies
• You control what they can see

Need Help?

• Use the ? icons throughout the app for quick tips
• Visit the Help Center for detailed guides
• Contact support if you need assistance