Services

LEGACY PLANNING & BENEFICIARY MANAGEMENT PLATFORM

Legacy Suite is a comprehensive and patented Digital Estate Management System, that allows users to manage, assign and distribute digital assets like cryptocurrencies to their heirs and trusted contacts.

Media Mentions

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 customer referral to our platform.

Why Partner With Us?

Adopt a holistic financial approach for your clients to safeguard their legacy. We provide the tools to create wills, trusts, directives, and power of attorney documents. Enable them to transfer ownership of crypto, secure passwords, store digital media, share memories, and more.

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

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.

Creating a Digital Estate Plan

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.

Gather Logins

Our platform solves a major challenge beneficiaries face when executing an estate plan; dealing with digital assets with protected or missing 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.

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.

Document Access

Our Legal Documents

We make it easy for your clients to create, store, and share life’s critical legal plans. Our suite of wills, trusts, directives and power of attorney documents ensures that your client’s financial and legal matters are handled to their wishes.

Living & Last Wills

Power of Attorney

Crypto & NFT Will

Healthcare Directives

Trust Documents

Beneficiary Reporting

Customer Success Story

“How Legacy Suite’s emergency backup feature saved a family from a financial crisis caused by a lost crypto private key.”

Sarah was heavily invested in crypto when one day, she lost her private keys and was unable to access her digital wallet. This led to financial insecurity, anxiety and unpaid bills. Fortunately, she remembered she had connected her crypto wallet with Legacy Suite and just with one click, she was able to transfer her digital assets and regain access.

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.

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.