Menu
Digital Life & Estate Planning Management Platform
A Resource for
People Now
& for Their
Loved Ones Later
LegacyNOW is a digital estate planning and lifecycle management system, featuring a Digital Vault, that makes it possible for people to organize, securely store, and eventually share all their critical estate asset information—including account credentials (banks, investment accounts, credit cards, etc.), family documents, real estate files, social media accounts, medical records, and more.
The LegacyNOW Digital Vault acts as an immediate resource for users to access account and asset information as needed, and as an invaluable tool for family members to manage their estate after their passing.
A Benefit to Estate Professionals
LegacyNOW provides service providers with an enterprise-grade solution to plan, maintain, and support estate planning within a single, secured cloud environment. LegacyNOW can be offered to clients, as a private-labeled or co-branded platform, to enable communication, collaboration, and coordination among clients’ families, executors, trusted service providers, and heirs to streamline and simplify the process of estate lifecycle management.
Benefits for your clients:
-
Reduces client stress by organizing estate matters in a Digital Vault
-
Enables sharing with other service providers and family members
-
Saves executor’s time notifying creditors
Benefits for your business:
-
Improves communication and connection with clients and heirs
-
Increases insight into client’s total financial picture
-
Ensures opportunity to convert heirs into new clients
-
Provides additional service & fee revenue
-
Creates cross-selling opportunities
Professional Service Providers
LegacyNOW provides a comprehensive overview for advisors & generates incremental revenue.
To schedule a demo of the customized dashboard, email info@estate-registry.com.
Start now:
