Legacy Suite is a digital estate planning platform that brings your documents, accounts, digital assets, and wishes into one connected system — built for families, advisors, employers, and organizations who want transparency and control over what comes next.
Most people have a plan. Few have everything in one place. Accounts sit across different institutions. Documents live in different folders. 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 — assembling the picture themselves, during the worst week of their lives.
Legacy Suite exists to close that gap. Planning isn't just about having documents. It's about making sure the people you care about know what to do, so when the time comes, your family isn't left searching. They're prepared.
A will decides who receives what. It does not tell anyone where your accounts are, which beneficiary designations are outdated, or how to reach the parts of your estate that only exist online.
~60%
of American adults have no will
For everyone without a plan, state intestacy laws decide instead — a statutory formula, applied through probate court, rather than a set of choices anyone actually made.
Accounts sit across banks, brokerages, and insurers with no single place to see them. Each has its own recovery process.
Designations pass assets directly and generally override a will. A choice made years ago can quietly contradict your current intentions.
Passwords, platforms, and crypto go undocumented. A will can name an heir to an account, but it cannot hand over the login or the seed phrase.
Assets move, accounts close, beneficiaries change. A paper plan reflects the day it was signed, not the estate you have now.
One connected system covering the documents, the access, the assets that only exist online, and the people who will act on them.
Build the core instruments of an estate plan through guided questions, with templates reviewed by attorneys and tailored to the state you live in.
Record the logins, recovery codes, and access instructions your executor will need, released only under the conditions you define.
Self-custodied assets disappear permanently without the keys. Document wallets, exchanges, and recovery material so beneficiaries can actually claim them.
Decide who sees what, and when. Executors, trustees, and family members each receive only the portion of the plan their role requires.
The same platform, shaped to four different contexts — each with its own dedicated page.
Put every document, account, and wish in one place so the people you leave behind are not reconstructing your finances during the worst week of their lives.
Estate planning for familiesOffer estate planning as a white-labeled client service that deepens relationships and keeps the next generation of assets from walking out the door.
Platform for financial servicesAdd estate planning to your benefits package as a financial wellness perk employees actually complete and remember.
Estate planning employee benefitHelp supporters create wills that include charitable bequests, and grow planned giving without adding administrative overhead.
Planned giving for nonprofitsNot a mission-statement exercise — these are the trade-offs we make when we decide what to build and how it should behave.
An incomplete but centralized picture is more useful to your family than a perfect plan nobody can find. We would rather you start with three accounts today than wait for the month you have time to do all of it.
A platform holding credentials has to be built to a higher standard than a document folder. Verified release, acceptance before sharing, and per-item control aren't features bolted on top — they're the reason the rest of it can exist.
The real user of an estate plan is whoever opens it after you're gone. Every decision gets measured against whether it makes that moment easier for them, not just tidier for you.
A document generator produces a file and stops there. Assets move, accounts close, families change — so revising your plan should take minutes, not an appointment to amend a binder nobody has opened since it was drafted.
Creating an account takes you into the platform, where guided prompts walk you through your assets, documents, and the people who will act on them.
Guided prompts cover property, financial accounts, insurance policies, digital assets, and the credentials tied to each. Most people finish a first pass in under 30 minutes.
Passwords, platform access, and wallet addresses go into a record that releases only through the process you define in advance.
Assign executors, trustees, and family members, and choose exactly how much of the plan each can see before and after it is activated.
Create an account and start organizing your estate in one place — documents, accounts, digital assets, and the people who will act on them.
Legacy Suite Inc is not a law firm and provides self-help informational and educational forms for common estate planning needs.