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Legacy Suite
Legacy Suite is a digital estate planning platform that helps individuals, families, nonprofits, businesses, and financial professionals organize accounts, documents, digital assets, and beneficiary designations in one place.
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Description
Legacy Suite is a comprehensive digital legacy planning platform designed to bring together estate plans, financial accounts, beneficiary designations, digital assets, and personal documents into a single, guided system. The platform addresses common gaps in estate planning such as scattered financial accounts, outdated beneficiaries, untracked digital assets (including crypto and digital wealth), and disconnected documents, ensuring families have clear direction when it matters most. The platform offers features including an estate planning foundation (wills, trusts, powers of attorney, healthcare directives), asset alignment, a digital asset vault for passwords and platforms, philanthropic legacy tracking, crypto and digital wealth tracking, and 'Legacy Stories' for leaving messages and guidance. Legacy Suite serves families looking to organize their affairs, nonprofits supporting donor intentions, businesses offering it as an employee benefit, and financial professionals helping clients organize their full financial picture.Grant Funding
VC Funding
XLM
$50K
$0