Simplify complex estate management. Visualize wealth, organize documents, and build intergenerational trust—all in one secure platform.
Total Assets Under Management
Total Estate Value
Active Trusts
Pending Signatures
Revocable Living Trust
Updated by Sarah Jenkins • 2h ago
Power of Attorney
Updated by Michael Ross • 5h ago
Asset Valuation Report
Uploaded via API • 1d ago
TRUSTED BY INNOVATIVE WEALTH MANAGEMENT FIRMS
Move beyond spreadsheets. Our dynamic visualization engine maps assets, beneficiaries, and legal structures into an intuitive, interactive diagram that clients actually understand.
A comprehensive suite of tools designed for the nuances of high-net-worth estate planning.
All documents are encrypted with AES-256 and stored in compliant, redundant servers. We employ Zero-Knowledge architecture, ensuring client privacy is never compromised.
Import client data directly from CRM systems like Salesforce, Wealthbox, and Redtail.
Granular permissions for attorneys, CPAs, and family members to access specific vaults.
Your brand, front and center. Customize the portal with your firm's logo, colors, and domain to provide a seamless client experience.
Join over 500+ forward-thinking firms using Legacy Suite to secure and organize over $4B in assets.
No credit card required for 14-day trial.