For Financial Services

Extend Your Advisory Model Into
Legacy Infrastructure.

Deliver estate planning, beneficiary alignment, and digital asset protection as part of your client experience.

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Advisors High Five
Strategic Value for Advisors & Institutions

Legacy Suite enhances the depth of your client relationships by integrating legacy planning into wealth management workflows.

Provide a structured, modern way to protect client families, document their final wishes, and seamlessly organize asset distribution.

Core Advisory Capabilities

Deliver comprehensive legacy stewardship to protect clients and set your practice apart.

Estate Planning Integration

Guide clients through essential documents and structures. All within your advisory ecosystem.

  • Wills and trusts
  • Fiduciary designations
  • Distribution structuring

Beneficiary Alignment Audits

Prevent unintended wealth transfer outcomes by identifying misaligned designations across:

  • Retirement plans
  • Insurance policies
  • Investment accounts

Household Legacy Mapping

Visualize comprehensive client households and their organizational structures, including:

  • Heirs
  • Trustees
  • Executors
  • Asset distribution flows

Digital Vault for Clients

Provide bank-grade secure storage and structured organization for critical information:

  • Documents
  • Financial instructions
  • Digital access credentials

Practice Growth Benefits

Elevate your practice by delivering comprehensive value that extends across generations and fortifies client loyalty.

Deepen client engagement
Expand planning conversations
Increase household retention
Differentiate advisory value
Seamless Setup

Enterprise & RIA Deployment

Seamlessly integrate LegacySuite into your existing wealth management technology stack for a frictionless advisor experience.

Turnkey Integrations

Connect securely with your existing wealth management and CRM systems automatically.

Enterprise Security & SSO

Maintain top-tier data security while providing easy access for your advisory team.

Independent RIAs

Equip independent advisors with institutional-grade legacy capabilities.

Family Offices

Provide ultra-high-net-worth families with secure household legacy mapping.

Broker-Dealers

Deploy scalable estate and beneficiary planning solutions network-wide.

Private Banks

Enhance traditional banking relationships with modern digital asset protection.

Questions from advisors and institutions

What firms ask before extending their advisory model into legacy planning.

Through turnkey integrations that connect with your existing wealth management and CRM systems, plus enterprise security and SSO so your advisory team authenticates the way it already does. The intent is to extend your current workflow rather than introduce a parallel system your advisors have to remember to open.
It identifies misaligned designations across retirement plans, insurance policies, and investment accounts. These designations transfer assets directly and generally take precedence over will provisions for those accounts, so a stale form can override the plan a client believes they have. The audit exists to surface those conflicts before they become an unintended wealth transfer outcome.
Yes — the platform supports white-label deployment for financial services firms, which is how it is positioned for advisors, banks, and wealth managers. Your clients experience legacy planning as part of your offering rather than as a referral to an outside tool.
Four deployment profiles are supported: independent RIAs, who gain institutional-grade legacy capabilities; family offices, which use household legacy mapping for ultra-high-net-worth families; broker-dealers, deploying estate and beneficiary planning network-wide; and private banks, adding modern digital asset protection to existing banking relationships.
A visualization of a client household and its structure — heirs, trustees, executors, and asset distribution flows. Rather than treating a client as an account, it shows the people and roles that wealth will actually move through. For advisors serving multi-generational families, that map is often where planning conversations start.
The platform provides document creation and organizational infrastructure; it is not a substitute for legal advice, and clients with genuinely complex estates should still work with estate planning counsel. How the tool fits your firm's compliance posture, disclosures, and supervisory procedures is a determination for your own compliance and legal teams — regulatory obligations vary by firm type and jurisdiction.
The platform is SOC 2 Type II certified, with AES-256 encryption at rest and in transit, zero-trust access architecture, multi-factor authentication, and quarterly independent cybersecurity audits. Full detail on the security posture, including GDPR and CCPA compliance, is documented on our security page.
The intended effects are deeper client engagement, expanded planning conversations, increased household retention, and clearer differentiation of advisory value. The mechanism is straightforward: legacy planning brings the client's family into the relationship, and relationships that include the next generation tend to outlast the account holder.
Bank-grade secure storage for documents, financial instructions, and digital access credentials. Most advisory relationships cover the portfolio thoroughly and the client's digital access not at all — which is the gap that strands assets and delays estate administration even when the financial plan was sound.
Deployment is designed to be seamless, using turnkey integrations and SSO rather than custom build work, and Legacy Suite supports firms through setup. Timeline and scope depend on your firm's size, systems, and deployment profile, so the practical next step is an advisor demo where implementation is scoped against your actual stack.

Move beyond portfolio management into full legacy stewardship.

Equip your practice with the tools to secure your clients' wealth transfer and provide ultimate peace of mind.

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