Legacy Suite 2.0 Is Now Live

One Platform, Every Legacy.

The Most Comprehensive Digital Legacy Planning Solution Ever Built.

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.

Start Your Legacy PlanBook a Demo
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
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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  • Outdated Beneficiaries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.

1

1. Organize Your Legacy

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

2

2. Align Your Intentions

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

3

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

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.

Start Your Legacy PlanBook a Demo