Traditional estate plans were built for property and paper. Legacy Suite is a digital estate planning platform that covers the accounts, passwords, crypto wallets, and documents a will alone can never reach — so your executor inherits access, not a search party.
A will can leave someone your brokerage account, but it cannot give them the login, the 2FA device, or the seed phrase. A digital estate planning platform closes that gap by storing access alongside the instructions for using it.
The average household holds assets at banks, brokerages, insurers, exchanges, and subscription services. Each has its own recovery process. Consolidating them into one inventory is the difference between a two-week transition and a two-year one.
Assets move, accounts close, beneficiaries change. A digital platform lets you revise your plan in minutes instead of scheduling an appointment to amend a binder that nobody has opened since it was drafted.
Four layers that together make up a complete digital estate plan — 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, encrypted at rest and 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.
Four steps from an empty account to a plan your family can actually use.
Work through guided prompts covering property, financial accounts, insurance policies, digital assets, and the credentials tied to each. Most people finish a first pass in under 30 minutes.
Generate a will, trust, healthcare directive, and power of attorney from attorney-reviewed templates, then sign and store them alongside the asset inventory they refer to.
Name the people responsible for carrying out your wishes and choose exactly how much of the plan each can see before and after it is activated.
Update the plan whenever something changes — a new account, a move to another state, a new child. Revisions take minutes and take effect immediately.
The same platform serves the household making its first plan and the institution offering estate planning to thousands of clients.
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 nonprofitsA platform holding credentials and key material has to be built to a higher standard than a document folder. Legacy Suite encrypts data with AES-256, operates under SOC 2 Type II controls, and releases information only through a verified process you define in advance.
Read how we protect your dataWhat people ask before moving an estate plan onto a digital platform.
Start building a complete digital estate plan today — documents, assets, and access in one place. Free to begin, and yours to update whenever life changes.
No credit card required to start.