Help Center

Find answers to common questions and learn how to get the most out of Family Legacy Gifts.

Getting Started

How to create your first plan

After signing in, if you don't have a plan yet you'll see the Welcome page. Click "Create Your Family Legacy" to create your first plan. Give it a name (for example, "Smith Family Legacy") and an optional description. Once created, you can start adding items right away.

How to add your first item

From the Items page (in the menu), click "Add Item". Enter the item name and choose a category for your plan. You can add a description, photo, estimated value, and video story. Click "Add Item" when you're done. You can also use "Quick Capture" from the Items page to add an item quickly with a photo (take one or choose an existing picture).

How to invite family members

Open Plan from the menu, then go to "Manage Invitations" or "Create Invitation". Enter the family member's email and choose a role (Viewer, Contributor, or Admin). Click "Create Invitation". You can send them the link by email (if your plan uses that) or copy the invitation link to share. They sign in or sign up and accept the invitation to join.

Common Tasks

Recording video stories for items

When adding or editing an item, use the "Video Story" or "Update Video" section to upload a short video. You can record on your phone or computer. Videos help your family hear the story in your own words. Maximum size is 100MB.

Designating items to specific heirs

If you're a plan Admin or Owner, open an item (click it, then edit) and scroll to "Designate This Item". Choose a family member from the list and add an optional reason. This shows who the item is intended for without changing ownership now.

Managing plan members

On the Plan page you can see everyone in your plan and their roles. As a plan Admin or Owner you can send new invitations (Manage Invitations, Create Invitation). Members can view, add items, or help manage the plan depending on their role (Viewer, Contributor, Admin).

Switching between multiple plans

If you belong to more than one plan (for example, your family and your spouse's), go to Profile. Under "Plan Participation List", click the plan you want to switch to. Your choice is saved for next time.

Quick Capture for adding items with a photo

From the Items page, use "Quick Capture" to add an item quickly: take a photo or choose an existing picture, enter a name and optional category and value, then save. Great for capturing items on the go.

Troubleshooting

Video upload issues (file size, format)

Videos must be under 100MB. If upload fails, try a shorter clip or compress the video. Supported formats include MP4 and other common video types. If you still have trouble, try a different browser or device.

Quick Capture camera not working

Quick Capture needs permission to use your device's camera. If the camera view doesn't appear or you see "Camera access denied," your browser may be blocking access. Allow this site to use the camera: in Chrome, tap the lock or info icon in the address bar → Site settings → Camera → Allow; in Safari (iPhone), go to Settings → Safari → Camera and set to Allow, or use the per-site option if shown. If you previously chose "Block" or "Don't Allow," you must change it to Allow in the browser or device settings—the site cannot ask again until you do. You can still add a photo using "Choose photo" to pick an image from your device.

Password reset process

On the Sign In page, click "Forgot password?" Enter your email and we'll send a reset link. Check your inbox (and spam folder). The link takes you to a page to set a new password. If the link expired, request a new one from the Sign In page.

Invitation links not working

Invitation links are valid for a limited time. If the link doesn't open or says it expired, ask a plan Admin or Owner to send a new invitation from Plan → "Manage Invitations" or "Create Invitation". Sign in or sign up with the same email they invited.

Can't see items or plan

Confirm you're logged in and have selected the correct plan in Profile (Plan Participation List). If you were invited, accept the invitation from the link first. If you still don't see items, the plan may have no items yet—only Admins and Contributors can add them; Viewers can see items but not add new ones.

Frequently Asked Questions

Why can't Quick Capture use my camera?

Your browser must allow this site to use the camera. In Chrome, open the lock or info icon in the address bar → Site settings → Camera → Allow. In Safari on iPhone, go to Settings → Safari → Camera and set to Allow (or change the setting for this site if shown). If you previously blocked camera access, you need to switch it to Allow in browser or device settings—the site can't prompt again until you do. You can still add items with a photo using "Choose photo" to pick an image from your device.

Is my data private and secure?

Yes. Your data is stored securely and we do not share it with third parties. Only people you invite to your plan can see your plan's items and stories.

How much does this cost?

On the Plan page you can see your current subscription tier (e.g. Starter, Basic) and usage. Use "View plan options" or "Upgrade Plan" to see tiers and pricing. You can also open "How it works" from the menu for an overview. Contact us via the support form below for specific questions.

What happens to my plan after I pass away?

Your plan remains in the system. Family members you invited can continue to view and add to it. We recommend sharing your login details or designating an Admin your family can contact.

Is this a legal will?

No. Family Legacy Gifts is for documenting stories and designating who you'd like items to go to. It is not a substitute for a legal will or estate plan. Please consult a lawyer for legal matters.

Can I export my data?

Export options may be available in your account or by contacting support. We want you to own your memories and will help you get your data if you need it.