Helping people navigate the estate process through secure online services.

Estate Management

Our secure, cloud-based services directly benefit wealth advisors, funeral professionals, estate planners, and attorneys by streamlining estate planning operations and customer communications. Our suite of products contribute to your success in building long term relationships.

The Estate Registry Suite of Services

Digital Estate Planning Platform

LegacyNOW provides digital estate planning especially created for wealth advisors, funeral professionals, estate planners, and attorneys. LegacyNOW is the tool that provides estate and trust practices with an enterprise-grade solution to plan, maintain and support their customers.

Key Benefits

Easier Digital Notifications to Creditors by Executors

NotifyNOW brings modern simplicity to the antiquated process of creditor notification by reporting the passing of an individual to their creditors, subscription services, and loyalty clubs. Our secure online platform allows notifiers to upload a single death certificate for multiple notifications to various parties.

Key Benefits

Giving People Inheritance Money Fast with Inheritance Advances

InheritNOW helps people move through the grief of losing a loved one, reducing the added stress of worrying about finances, by providing fast and easy inheritance advances. An inheritance advance puts inheritance funds into the hands of beneficiaries almost immediately, eliminating the need to wait for the probate process to complete.

Key Benefits

How Our Partners Benefit

Add Value

Each Estate Registry service provides you more ways to be a valuable resource for your customers.

New Revenue

Our services provide you a new revenue source at little to no cost.

Enhance Your Brand

You can provided our services through a secure, co-branded web portal, enhancing your brand.

How Best To Handle An Inheritance During An Economic Downturn

Over the last few months, economic uncertainty has increased dramatically. There are concerns about inflation, a potential recession, and declining house and stock markets. For beneficiaries waiting...

What to do when a loved one dies.

Whether it has been expected because of long illness, or it’s due to a surprise event like an accident or sudden health event, it can...

How To Value An Inherited Property

When inheriting a property, one of the first questions likely to come to mind is “How much is it worth?” Depending on the property type...

Questions To Ask Your Wealth Advisor About Your Inheritance

Whenever you receive a lump sum of money, whether through an inheritance or another life event, your Wealth Advisor’s first recommendation will most likely be...

Inheritance Advance Vs Bank Loan

If you are set to receive an inheritance and are anxious to receive the money as soon as possible due to some pressing financial need,...

What’s The Best Way To Invest Your Inheritance?

Inheriting  money is always comforting  news. It means a lot to know that the loved one you lost considered their future, and yours! But if...

Debts And The Deceased

Many believe one’s debt is forgiven once they pass away.  More importantly for our purposes, do their beneficiaries? In general, the rules for handling the debts of...

About Inheritance Advances for Financial Advisors

By Lucas Whelan, CFA, CFPC As any financial advisor who has helped a client with the probate process can attest, lengthy legal processes can create...

How I Got My Inheritance Before Probate Was Finished

When my Dad passed away after a long battle with cancer, in a way it was a relief that his suffering was finally over, but...