For Businesses

Deliver Legacy Planning
as a Modern Employee Benefit.

Empower your workforce with access to estate planning, digital asset protection, and beneficiary alignment through a secure, employer-sponsored platform.

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Total Enrolled +12% this month
1,245
Platform Utilization
78%
Digital Vaults Active
980

Recent Employee Activations

SJ
Sarah Jenkins
Engineering
Fully Setup
MC
Michael Chang
Sales
In Progress
ED
Emily Davis
Marketing
Fully Setup

HR Administrators

AJ
Alex Johnson
Lead HR
Super Admin
MG
Maria Garcia
Benefits Coordinator
Admin
Employee Benefits Banner
Why Businesses Choose Legacy Suite

Forward-thinking employers recognize that financial wellness extends beyond retirement planning.

Legacy Suite enables companies to offer employees a structured way to protect their families, document their wishes, and organize their assets.

Core Employer Benefits

Provide a holistic, modern benefit that protects employees and sets your organization apart.

Enhance Employee Financial Wellness

Provide holistic planning that includes:

  • Estate documents
  • Asset registries
  • Beneficiary guidance
  • Digital vault access

Strengthen Retention & Differentiation

Stand out with a meaningful benefit that supports employees' families, not just their paychecks. Demonstrate genuine care for their long-term security.

Reduce Administrative Burden on HR

Legacy Suite provides turnkey deployment including:

  • Onboarding workflows
  • Education sessions
  • Employee support resources

White-Label Platform Access

Deploy Legacy Suite under your brand with:

  • Custom dashboards
  • Branded employee portals
  • Enterprise reporting

Workforce Use Cases

From executive leadership to remote teams, Legacy Suite provides value across every segment of your organization.

Executives organizing complex estates
Mid-career employees securing families
Remote teams accessing digital vaults
HR teams expanding benefits offerings
Seamless Setup

Deployment Model

Seamlessly integrate LegacySuite into your existing HR technology stack for a frictionless employee experience.

Turnkey Integrations

Connect securely with your existing benefits management systems automatically.

Enterprise Security & SSO

Maintain top-tier data security while providing easy access via Single Sign-On.

Benefits Platforms

Integrate directly with top benefits administration systems.

HRIS Environments

Sync employee rosters, onboarding, and statuses automatically.

Payroll Systems

Connect securely with modern payroll and compensation tools.

Single Sign-On (SSO)

Frictionless access via SAML, Okta, Azure AD, and more.

Offer your employees more than compensation.

Offer them legacy protection. Provide your workforce with the ultimate peace of mind.

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