Legacy Suite 2.0 Is Now Live

One Platform, Every Legacy.

The Most Comprehensive Digital Legacy Planning Solution Ever Built.

A complete digital estate planning suite designed for families, advisors, employers, and mission-driven organizations.

Start Your Legacy PlanBook a DemoExplore the Platform
Total Value Tracked Protected
$4,250,000
Plan Completion
85%
Assets & Documents Secured
142

Recent Activity

Revocable Living Trust
Estate Document Uploaded
Secured
Hardware Crypto Wallet
Digital Assets Mapped
Secured
Life Insurance Policy
Beneficiary Alignment Needed
Action Required

My Fiduciaries

SJ
Sarah Jenkins
Primary Trustee
Access Granted
MR
Michael Reynolds
Financial Advisor
View Only
The Legacy Planning Gap

Over $80 trillion of wealth will transfer between generations in the coming decades.

Yet most estates remain fragmented, managed through scattered documents, disconnected accounts, and incomplete information. When the time comes to transfer wealth, clarity is often missing.

Legacy Suite brings every component of a person's legacy—financial, digital, and personal—into one secure and organized system.

  • Scattered Financials

    Financial accounts spread across multiple institutions without centralized tracking.

  • Misaligned Beneficiaries

    Outdated or conflicting beneficiary designations across various policies and accounts.

  • Undocumented Digital Wealth

    Digital assets, passwords, and crypto wallets remaining completely undocumented.

  • Disconnected Estate Documents

    Estate documents completely disconnected from the actual assets they are meant to govern.

  • Families Left Searching

    Loved ones left searching for answers and access during difficult moments.

How Legacy Suite Works

Legacy Suite simplifies legacy planning by bringing everything together in one secure platform.

1

1. Organize Your Legacy

Document financial accounts, estate plans, digital assets, and important instructions in one centralized system.

2

2. Align Your Intentions

Ensure assets, beneficiaries, and estate documents work together so wealth transfers exactly as intended.

3

3. Provide Clarity

Give heirs, advisors, and fiduciaries the guidance and access they need to carry out your wishes with confidence.

Platform Pillars

Everything you need to secure your legacy, built into a single, cohesive management tool.

Estate Planning Foundation

Create and securely store essential estate documents including wills, trusts, powers of attorney, guardianship instructions, and healthcare directives.

Asset Alignment

Ensure financial accounts and beneficiary designations align with your estate plan while mapping how assets transfer between heirs, trustees, and executors.

Digital Asset Vault

Securely store passwords, digital platforms, intellectual property, and online accounts to ensure your digital life isn't lost.

Philanthropic Legacy

Document charitable intentions and planned giving strategies as part of a broader legacy plan to ensure your mission continues.

Crypto & Digital Wealth

Securely document cryptocurrency holdings, wallets, and exchange accounts so decentralized wealth can be transferred safely.

Legacy Stories

Capture personal stories, preserve memories, and schedule future messages so loved ones can receive your voice and guidance for generations.

Legacy Suite in Action

A single platform powerful enough to serve individuals, while scaling seamlessly for organizations and financial professionals.

See How It Applies To You

Families

Organize financial accounts, estate documents, digital assets, and personal instructions so heirs and executors know exactly what to do.

Nonprofits

Strengthen planned giving by helping donors document their legacy intentions and charitable impact securely.

Businesses

Offer Legacy Suite as a modern employee benefit that supports financial wellness and family preparedness.

Financial Professionals

Deliver deeper value to clients by aligning estate documents, beneficiaries, digital assets, and family instructions.

The Cost of a Disorganized Estate

When critical information is scattered or incomplete, the consequences can be significant. Legacy planning should provide clarity, not complexity.

Legacy Suite organizes every component of a person's legacy into one secure and structured system, preventing the common pitfalls families face.

Delayed asset transfers and prolonged probate
Lost or inaccessible digital assets
Conflicts caused by outdated beneficiaries
Missing documents and unclear instructions
Stress and confusion during difficult moments

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

Legacy Suite transforms estate planning from static paperwork into a living legacy management platform. Organize wealth. Protect digital life. Ensure your wishes are carried forward. All in one place.

Start Your Legacy PlanBook a DemoSecure Your Digital Estate