---
title: "What Is Legacy Planning? Definition | Epic Life Glossary"
description: "Legacy planning is the process of deciding how your assets, wishes, and values pass to people and causes you care about. It often includes a will,..."
url: https://epicline.preview.multisites.ai/glossary/legacy-planning
publisher: Epic Life Group
apply: https://epicline.preview.multisites.ai/apply
quote: https://epicline.preview.multisites.ai/get-a-quote
---

Funeral and end-of-life

# Legacy Planning

Legacy planning is the process of deciding how your assets, wishes, and values pass to people and causes you care about. It often includes a will, beneficiaries, and insurance.

## Why it matters

Legacy planning goes beyond money. It can cover who gets what, who handles your affairs, and how family will pay for final costs. Life insurance can leave a defined amount to a chosen person with a named beneficiary. Keep beneficiary forms current. Taxes and laws vary by state and situation. An attorney or advisor can help with larger estates. This is general information, not legal or tax advice.

Source: [law.cornell.edu](https://www.law.cornell.edu/wex/estate_planning)

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