Digital Life & Estate Planning Management Platform

LegacyNOW is a digital estate planning and lifecycle management system designed specifically for estate & trust planning and probate attorneys. Our platform provides estate & trust practice groups with an enterprise-grade solution to plan, maintain, and support estate planning within a single, secured cloud environment.

LegacyNOW allows the estate planning professional to engage families multi-generationally within the estate planning process. Law firms now have a private-labeled or co-branded platform that enables communication, collaboration, and coordination amongst their clients’ families, executors, advisors, and heirs to streamline and simplify the process of estate lifecycle management.

The solution includes a digital vault that allows clients to house all the important documents that an executor will need. The information is digitally stored and encrypted on the blockchain for secured accessibility with a hash key that is provided to the designated person to access the vault when it’s time to manage or resolve the estate.

In addition, LegacyNOW will provide notification and account data of the client’s passing to NotifyNOW, which then forwards notification of the deceased account holder immediately to their creditors, utilities, and vendors.

Financial/Wealth Advisors contact:
Alyssa J. Rakovich
 
Estate/Probate Attorneys contact:
Ravi Rao
 
Funeral Services contact:
Scott Misick

Key Benefits