How It Works

How Exit Plan works.

How It Works

From sign-up to legacy delivered.

Five steps — from creating your vault to knowing your family is completely taken care of.

01
Sign Up
Visit exitplanlegacy.co.uk, enter your details and set up a password. Take our free quiz to find out if Exit Plan Legacy is right for you.
02
Build Your Vault
Complete 12 guided modules at your own pace — your funeral wishes, bank accounts, insurance, pensions, digital assets and more.
03
6-Month Review
We'll remind you every 6 months to review and update any details that have changed.
04
Nominated Contacts
You choose up to 4 trusted people as your nominated contacts. Each receives an email with a link to their personal secure portal. When you pass away, they use this portal to report the death and upload a death certificate.
05
Wishes Delivered
Once your death certificate is verified, your nominated contacts receive a secure link to a read-only page with everything in your vault — every section, in full, ready to view, download or print — giving your family everything they need, organised, clear and ready.