Services

PREPARE YOUR CLIENTS' ESTATE PLAN FOR A DIGITAL WORLD

Legacy Suite is designed to be an essential tool for estate planners seeking to modernize their practice and provide clients with comprehensive digital estate planning solutions. Our platform ensures that important documents and credentials are securely stored, easily accessible, and seamlessly transferable to designated beneficiaries.

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Join Our Affiliate Program

Partner with us to earn additional income while driving more value to your customers. Get up to 20% of reoccurring revenue for every client referral to our platform.

Elevate Your Client Services with Digital Legacy Resources

Help your clients secure their digital footprint and ensure their legacy endures. By integrating Legacy Suite into your offerings, you can provide comprehensive solutions for managing and bequeathing digital assets, including cryptocurrency transfers to secure password management and digital media preservation.

Digital Estate Planning

Secure Password Management

Crypto & NFT Inheritance Tools

Crypto Wallet Protection & Backup

Digital Vault & File Storage

Planned Giving Resources

Record Future Messages for Loved Ones

Digital Journal to Memorialize One's Life

Recurring Revenue Opportunity

Collaborating with Legacy Suite offers your firm a consistent source of income through our innovative subscription services. Explore an illustrative case of the subscription model and its positive effect on your firm's revenue stream.

Discounted Premium Plan

$159 per Year

Revenue Share

20%

Subscriptions

200

Revenue

per Year

Subscriptions

500

Revenue

per Year

Subscriptions

1,000

Revenue

per Year

Did You Know?

With 22% of Americans now owning crypto, nearly 70% of professionals are incorporating digital tools like Legacy Suite into their client’s estate plans.

Streamline Digital Asset Inheritance

Legacy Suite addresses the critical issue of managing digital assets during the execution of an estate plan. Our platform simplifies the process for beneficiaries, overcoming the common hurdles of safeguarded or unknown credentials, ensuring a smooth transition of digital legacies.

Gather Logins

Make a list of digital accounts and email accounts to help your clients access and protect their identity, memories as well as their estate. List accounts like banking, social media, subscription services, utilities, cryptocurrency keys, cloud storage, and other intellectual property.

Outline Wishes

List their intentions for each asset or account. For example, should their social media accounts be deleted immediately, or should the contents be archived? What about digital assets that have monetary value or generate revenue, such as a website, social platform or online storefront?

Name Executors

Using our platform and suite of tools, enable clients to name a digital executor(s) with clear instructions on how to fulfill their wishes. Easily manage and distribute their digital assets as necessary.

Document Access

Enable clients to store critical documents and digital estate plans in our secure digital vault. Those who manage the estate will have access to the plans once they are needed.

Manage Beneficiaries

Track and keep beneficiaries for all assets organized. Designate heirs and enable loved ones or trusted contacts to access files, images, videos, important financial information, share data and access logins.

Memorialize Legacies

Record and preserve their life story by sharing their legacy wishes with ease. Enable clients to record future messages and videos, document life events, design end-of-life plans, and share cherished memories in their digital vault.

Customer Success Story

“Preserving Alex Thompson's Digital Legacy”

When Alex Thompson passed away unexpectedly, his family was lost amidst grief and the thought of his extensive online life becoming inaccessible. As a photographer and family historian, Alex's digital presence was as significant as his offline legacy.

Thankfully, Alex had used Legacy Suite to secure his digital footprint, memories and more. His family, accessed his accounts, passwords, photos and his final messages. They were able to preserve his online works and manage his digital affairs, keeping his memory alive for future generations. Legacy Suite transformed a potential loss into a celebration of Alex's life, ensuring his digital legacy lived on.

Did You Know?

Americans pay up to $2 BILLION annually for probate, a cost that can be avoided through careful estate planning.

Security Insights

Built on the blockchain with the strongest level of encryption, our platform was built to act as a secure digital vault to manage and protect digital investments, sensitive passwords, and critical documents.

AES-256 ENCRYPTION

The most advanced encryption standard approved and used by the National Security Agency (NSA) and our U.S. Government.

PASSWORD MANAGER

Intuitive password management to protect your digital life. Create and access encrypted passwords to secure your digital assets.

DATA VAULT

Designed for rapid loading and repeatable warehousing of data to protect your information against unauthorized access.

Partner With Us

Our digital world moves quickly as does our need to securely safeguard our memories and digital assets.

LegacySuite (Legacy Suite Inc) is not a law firm and only provides “self-help” informational and educational forms distributed on an as-is basis for common estate planning needs.