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You've Spent a Lifetime Building This. Don't Let the Courts Decide Who Gets It.

Compass & Anchor Legacy gives you a clear, guided way to protect your assets, honor your wishes, and leave a legacy on your terms.

You've worked decades to build what you have. But without a documented estate plan, the courts — not your family — may decide what happens to it. Most people assume a will covers everything. It doesn't.

Compass & Anchor Legacy — Back 9 Planning's guided estate-planning software — walks you through five critical planning areas most families never get around to on their own.


Trust & Wills

A Trust & Will is the foundation of any estate plan — but most families don't have one. Without one, a court decides what happens to your home, savings, and children. Compass & Anchor Legacy walks you through the questions you need to answer and helps you document your wishes in one place.

Financial Powers of Attorney

If you couldn't make financial decisions tomorrow — who would pay your bills, manage your accounts, or keep things running? A financial power of attorney designates someone you trust to act on your behalf. The platform guides you through defining the scope and documenting your selection.

Healthcare Directives

If you were hospitalized and couldn't speak, would your doctors know what you'd want? A healthcare directive and medical power of attorney ensure your wishes are documented and your chosen advocate has legal authority to act. Don't leave this decision to chance.

Beneficiary Planning

Your will has almost nothing to do with who receives your retirement accounts, life insurance, or investment accounts — those pass by beneficiary designation. Outdated or missing designations are one of the most common and costly estate planning mistakes. Compass & Anchor Legacy helps you organize and review every account.

Legacy Organization & Coordination

Probate court is slow, expensive, and completely public. Avoiding it takes more than a will — it requires coordinated planning across your documents, accounts, and family communication. The platform helps you pull it all together so nothing falls through the cracks.

Ready to Take the First Step?

Most families keep putting this off. Schedule a free demonstration and see exactly how Compass & Anchor Legacy works — no commitment required.

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Guided by Back 9 Planning. Organized by Compass & Anchor Legacy.

Back 9 Planning provides the guidance. Compass & Anchor Legacy provides the software experience. Licensed professionals provide legal or tax advice when needed.

We work with individuals and families to help them take the estate planning steps most people keep putting off — with a clear process, a dedicated advisor, and the tools to get it done right.

Don't Leave This to Chance.

Most families never finish their estate plan. Not because they don't care — because they don't know where to start. Compass & Anchor Legacy gives you the process. Back 9 Planning gives you the guidance. All you have to do is schedule a free consultation.

Meet with Back 9 Planning to see the platform, discuss your planning goals, and determine whether Compass & Anchor Legacy is right for your family.