Legacy Suite 2.0 Is Now Live

Create Your Will and Organize Your Digital Legacy

One Platform, Every Legacy.

A simple, guided way to organize your estate, assets, and digital life in one place.
Built for families, advisors, employers, and organizations who want transparency and control over what comes next.

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The Legacy Planning Gap

Most people have a plan. Few have everything in one place.

Accounts are spread out. Documents live in different places. Passwords and digital assets are often missing entirely. When something happens, the people you care about are left trying to figure it out on their own.

Legacy Suite is a digital estate planning platform that brings everything together so nothing gets missed and everything is easy to follow.

  • Scattered Financial Accounts

    Accounts sit across different institutions with no single place to see them.

  • Outdated Beneficiaries

    Designations don't always reflect your current intentions.

  • Untracked Digital Assets

    Passwords, platforms, and crypto go undocumented.

  • Disconnected Documents

    Estate plans are not tied to the assets they're meant to cover.

  • No Clear Instructions

    Families are left without direction when it matters most.

How Legacy Suite Works

A clear, guided way to get everything in order.

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1. Organize Your Legacy

Add accounts, documents, digital assets, and key details in one place.

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2. Align Your Intentions

Make sure your assets, beneficiaries, and documents all work together.

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3. Provide Clarity

Give your family and advisors clear direction when they need it.

Everything You Need in One Place

Legacy Suite brings your entire estate into one connected system.

Estate Planning Foundation

Create and store wills, trusts, powers of attorney, and healthcare directives.

Asset Alignment

Connect accounts and beneficiary designations to your overall plan.

Digital Asset Vault

Secure passwords, platforms, and digital assets in one place.

Philanthropic Legacy

Document charitable giving and long-term impact.

Crypto and Digital Wealth

Track wallets and digital holdings so they can be passed on properly.

Legacy Stories

Leave messages, memories, and guidance for the people you care about.

Legacy Suite in Action

Built for individuals and flexible enough for organizations and financial professionals.

See How It Applies to You

Families

Keep everything organized so loved ones know what to do.

Nonprofits

Support donors in turning their intentions into lasting impact.

Businesses

Offer a benefit that helps employees take care of their families.

Financial Professionals

Help clients organize and align their full financial picture.

When Things Are Not Organized

When information is missing or hard to find, the burden falls on the people you care about most.

Legacy Suite puts everything in one place so your family has answers when they need them.

Delays in transferring assets
Digital accounts that can't be accessed
Outdated or conflicting beneficiary information
Missing documents
Stress and confusion during difficult moments

Questions about digital estate planning

What people ask before bringing their whole estate into one platform.

Legacy Suite connects six areas that normally live apart: estate documents (wills, trusts, powers of attorney, healthcare directives), your financial accounts and their beneficiary designations, a digital vault for passwords and platform access, crypto and digital wealth, charitable giving intentions, and legacy stories — messages and guidance you want to leave behind. The point is that your documents and the assets they are meant to cover sit in the same system instead of in different places.
A will covers who receives what, but it does not tell anyone where your accounts are, which beneficiary designations are outdated, or how to reach your digital assets. Most people have a plan without having everything in one place — accounts spread across institutions, documents in different folders, passwords and crypto undocumented entirely. When something happens, the people you care about are left assembling the picture themselves.
Beneficiary designations on retirement plans, life insurance, and investment accounts pass assets directly and generally override what your will says about those specific accounts. That means a designation you set years ago can quietly contradict your current intentions. Legacy Suite surfaces those designations alongside your estate documents so you can see where they no longer match your plan.
Organize, align, then provide clarity. First you add your accounts, documents, digital assets, and key details in one place. Then you check that your assets, beneficiaries, and documents actually work together rather than contradicting each other. Finally, the plan becomes something your family and advisors can follow — clear direction at the moment they need it, instead of a search.
The platform is built for families, financial advisors, employers, and organizations. Families use it directly to organize an estate. Advisors extend it into their client experience through the financial services offering. Employers offer it as a financial wellness benefit. Nonprofits use it to help donors document planned gifts. Each audience has a dedicated page describing how the platform fits that context.
Legacy Stories are the messages, memories, and guidance you leave for the people you care about. They are not legal instruments and do not direct how assets are distributed — that is what your will and trust do. They exist because a legacy is more than a transfer of property, and because the context behind your decisions is often what families most want and most often lose.
No. The platform is designed as a guided sequence rather than a blank form, and plan completion is tracked as a percentage precisely because most people build a plan in stages. You can start by organizing what you already know about — a few accounts, one document — and keep adding. An incomplete but centralized picture is more useful to your family than a complete plan nobody can find.
A document generator produces a file and stops there. A platform keeps the document connected to the assets, people, and access details it depends on, and lets you update it as your circumstances change. The difference matters most later: a generated PDF from four years ago may no longer reflect your accounts, while a maintained plan does.
You update them in your vault the same way you added them. Because the vault is meant to be maintained rather than filled out once, credential and account changes are expected. This is the practical reason the platform emphasizes ongoing organization over a one-time setup — an outdated password list can be as unhelpful to your executor as no list at all.
Start with the part of your estate that is least documented today, since that is where the gap is widest. If you have no will, begin with Legal Suite. If your documents exist but your accounts and passwords are undocumented, begin with Legacy Pass. If you hold crypto, wallet protection addresses the risk that keys are lost entirely. Our full FAQ covers the general estate planning questions that come before any of those choices.

Legacy Is Not a Document.
It's a System.

Planning isn't just about having documents. It's about making sure the people you care about know what to do. Legacy Suite helps you get everything in place so nothing is left behind. So when the time comes, your family isn't left searching. They're prepared.

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