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.

What To Do If My Loved One Dies Without A Will (Intestate)

Dealing with the death of a loved one is never easy, and it can be even more difficult when that person has passed away without a will. When a person dies...

What If An Heir Lives In A Different State Than Where The Estate Is Being Settled?

What if the person who died and left you an inheritance lived in a different state than you. Does this affect your inheritance? If so, how? The two main things...

Executor Notifications

One of the first and most important jobs of an estate executor is communication. The executor will likely be the first person to reach out to organizations, businesses, financial institutions,...

Help Executors Avoid These Common Mistakes

The role of executor is a complex and challenging job, with lots of potential pitfalls. While the most important decision, the one to hire a professional to help, has already...

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 be quite shocking when someone...

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 for an estate to settle...

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 there may be easy ways...

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 for you to invest it,...

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, you may have been disappointed...

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 you want the benefits of...