Solutions for Families

Protect Your Family.
Organize Your Legacy.

Legacy Suite helps individuals and families secure their assets, document their wishes, and protect their digital lives in one unified platform.

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More Than Estate Documents

Estate planning is not just about paperwork.

Your legacy includes financial accounts, digital assets, personal instructions, and the memories you want to pass on.

Legacy Suite brings all of these elements together into one secure system.

Everything Your Family Needs in One Place

From estate documents to digital assets, Legacy Suite gives your family the tools to plan, protect, and pass on what matters most.

Estate Planning Foundation

Create wills, trusts, healthcare directives, and powers of attorney with guided workflows.

  • Last will & testament
  • Living trust documents
  • Healthcare directives
  • Power of attorney

Complete Asset Registry

Organize your full financial picture including:

  • Bank accounts
  • Investments
  • Retirement plans
  • Insurance policies
  • Real estate & property

Digital Vault & Passwords

Secure your digital life so nothing gets lost:

  • Login credentials
  • Social media accounts
  • Subscriptions & memberships
  • Crypto wallets & keys

Family Access & Permissions

Control who sees what, when:

  • Beneficiary designations
  • Role-based access controls
  • Time-released instructions
  • Emergency contact protocols

Why Families Trust Legacy Suite

Peace of mind isn't a luxury — it's what your family deserves.

Bank-grade AES-256 encryption
Set up in under 30 minutes
No attorney required to start
Access anywhere, any device

Questions from families

What parents and spouses ask before putting a family plan in place.

Estate documents are individual — a will speaks for one person, so each spouse signs their own. What you can share is the organized picture behind them. Family Access lets you connect family members to the same asset registry and vault, so both of you see the accounts, policies, and documents that make up the household without duplicating the work of gathering them.
Guardianship for minor children is designated in your last will and testament, which is part of the Estate Planning Foundation. The guided workflow asks who you want to raise your children if you and the other parent cannot. Naming a guardian in your will is a nomination — a court still confirms the appointment — so the value of writing it down is that your preference is on record instead of being guessed at.
It controls who sees what, and when. You set beneficiary designations, role-based access so different relatives see different things, time-released instructions that unlock at a point you choose, and emergency contact protocols. A sibling who only needs to reach you in a crisis does not need the same access as the person administering your estate.
The platform is built for the person whose estate it is, since documents must be signed by them and access is theirs to grant. What you can do is work through it alongside them and be designated as a connected family member with the access they choose to give you. Practically, the asset registry is often the most useful starting point with a parent — it captures what exists before anyone argues about who gets it.
Investments, retirement plans, insurance policies, and real estate and property, alongside bank accounts. The reason to register all of them together is that these are the assets most likely to carry their own beneficiary designations, which pass independently of your will. Seeing the full financial picture in one list is what makes a mismatch visible.
No attorney is required to start, and the templates are attorney-reviewed. That covers the most common planning needs for individuals and families. If your situation is more complex — a business, multiple properties, a blended family, or significant assets — it is worth pairing your plan with an estate planning attorney. Legacy Suite is designed to complement legal counsel, not to substitute for personalized advice.
Setup is designed to take under 30 minutes to get in place. That figure describes creating your core documents and starting your registry, not documenting every account you will ever hold. Plan completion is tracked as a percentage because families realistically build this out in stages — the first session gets the foundation signed, later sessions fill in detail.
You update it. Life events are the main reason estate plans go stale: a new child needs to appear in your will, a new property needs to enter your registry, and a refinanced mortgage or new account may bring its own beneficiary form. Because your documents and your asset list live in the same platform, the update is an edit rather than a new engagement.
Because a will distributes assets but does not grant access. Your login credentials, social media accounts, subscriptions and memberships, and crypto wallets and keys are not addressed by a standard will, yet they are what your family hits first — the photo library nobody can open, the subscription that keeps charging. The vault documents that layer so it does not get lost.
Yes — the platform is accessible from anywhere, on any device, and data is protected with bank-grade AES-256 encryption in transit and at rest. This matters for a family specifically because the people who need your plan are rarely in the same house as your filing cabinet when they need it.

Your family's future starts with a plan.

Secure your assets, protect your loved ones, and organize your legacy — all in one place.

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