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.

Avoiding The Wait For Probate

Probate is the legal process through which a court validates a deceased person’s will, settles their debts, and distributes assets to heirs. The probate process can be long and arduous. In fact, in the United...

How to Make Sure Your Estate Goes Where You Want it To

Estate planning plays a fundamental role in financial management and asset protection. It's an area of personal finance that demands our attention, yet, surprisingly, many individuals lack key estate planning...

Explainer: Will vs. Trust

Embarking on the journey of estate planning can often feel like navigating a complex maze. To make this journey easier, it's essential to understand two key tools at your disposal:...

The History Of Probate

Probate is a legal process that deals with the transfer of a deceased person’s property to their heirs or beneficiaries. The origins of probate can be traced back to ancient Rome, where the...

Benefits of Working With The Estate Registry

No matter how prepared you or your clients are, managing an estate after a death can be an arduous, time consuming, and expensive process. Executors must track down and organize...

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...

Selling an Inherited House

Inheriting a house can be a bittersweet experience. On one hand, it's a reminder of the loved one who left it to you, but on the other, it can bring...

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,...