Everything Your Family Needs in One Place
From estate documents to digital assets, Legacy Suite gives your family the tools to plan, protect, and pass on what matters most.
Estate Planning Foundation
Create wills, trusts, healthcare directives, and powers of attorney with guided workflows.
- Last will & testament
- Living trust documents
- Healthcare directives
- Power of attorney
Complete Asset Registry
Organize your full financial picture including:
- Bank accounts
- Investments
- Retirement plans
- Insurance policies
- Real estate & property
Digital Vault & Passwords
Secure your digital life so nothing gets lost:
- Login credentials
- Social media accounts
- Subscriptions & memberships
- Crypto wallets & keys
Family Access & Permissions
Control who sees what, when:
- Beneficiary designations
- Role-based access controls
- Time-released instructions
- Emergency contact protocols