Beta Pricing: All plans are currently offered at a $100 discount during our beta period.
For Clinicians
Plan Your Practice's Future with Confidence
Answer three questions to identify the right level of support for your practice — then proceed directly to the plan that fits.
Service Tiers
Three Levels of Support
Answer three short questions to identify the level of support that fits your practice. The plans below are shown for reference.
Foundations
Continuity Plan Framework (Self-Guided)
A structured, self-directed continuity plan that ensures your practice can be managed if you are unable to continue.
- ✓Professional will packet
- ✓Executor designation packet
- ✓Signing and notarization guide
- ✓Practice closure checklist
- ✓Records management instructions
You are responsible for signing, notarizing, storing, and executing the plan.
Continuity Plan + Templates
Continuity Plan + Activation Templates
A guided continuity plan with clinical oversight to support compliant decision-making and patient care transitions.
- ✓Full continuity plan framework
- ✓Includes ready-to-use client notification templates
- ✓Includes licensed clinical support for decision-making
- ✓Licensed clinical executor support
- ✓Client notification guidance
Clinical executor services begin only after the orientation session is completed and the BAA is signed.
Legacy Plan
Full Execution (Legacy Works Acts on Your Behalf)
Pricing by Practice Size
| Size | Setup | Annual |
|---|---|---|
| 1–50 clients | $249 | $299/yr |
| 51–100 clients | $349 | $399/yr |
| 101+ clients | $449 | $499/yr |
Beta pricing shown — $100 off standard rates.
A fully managed continuity solution where Legacy Works acts on your behalf to execute all aspects of your plan.
- ✓Includes all templates
- ✓Legacy Works handles communication, records, and execution
- ✓Legacy Works as clinical and administrative executor
- ✓Legacy Works notifies clients
- ✓Legacy Works closes patient files
Operational details and annual coverage terms are completed during your Legacy planning session.
Compare Plans
What's Included in Each Tier
A side-by-side overview of every feature across all three service tiers.
| Feature | Foundations Continuity Plan Framework (Self-Guided) $149 | Continuity Plan + Templates Continuity Plan + Activation Templates $395 | Legacy Plan Full Execution (Legacy Works Acts on Your Behalf) From $249 setup + $299/yr |
|---|---|---|---|
| Documents | |||
| Professional will packet | ✓ | ✓ | ✓ |
| Executor designation packet | ✓ | ✓ | ✓ |
| Signing and notarization guide | ✓ | ✓ | ✓ |
| Practice closure checklist | ✓ | ✓ | ✓ |
| Records management instructions | ✓ | ✓ | ✓ |
| Systems & records worksheet | ✓ | ✓ | ✓ |
| Credential ledger | ✓ | ✓ | ✓ |
| Patient notification planning worksheet | ✓ | ✓ | ✓ |
| Clinical Executor | |||
| Legacy Works serves as licensed clinical executor | – | ✓ | ✓ |
| Clinician-led patient notification | – | ✓ | ✓ |
| Referral recommendations for ongoing care | – | ✓ | ✓ |
| 50-minute orientation session with Dr. Maness | – | ✓ | ✓ |
| BAA signed during orientation session | – | ✓ | ✓ |
| Full Closure (Legacy Works as Administrative Executor) | |||
| Legacy Works notifies clients | – | – | ✓ |
| Patient file closure | – | – | ✓ |
| EHR placed into legacy mode | – | – | ✓ |
| Government, insurance & contract closure | – | – | ✓ |
| Licensure closure | – | – | ✓ |
| Legal authority over records for retention period | – | – | ✓ |
| Client Responsibility | |||
| Client signs and notarizes documents | ✓ | ✓ | – |
| Client stores documents independently | ✓ | ✓ | – |
| Client manages execution independently | ✓ | – | – |
Not sure which option is right for you?
Start with the questionnaire and we'll guide you to the appropriate level based on your practice needs.
Your responses determine the structure, compliance level, and support required for your plan.