To us, ensuring that you get to pass on your legacy to your loved ones matters most.

If something were to happen to you, would your family know where your important information is?

Unfortunate events happen unexpectedly everyday, are you prepared to share your legacy?

How It Works

It’s simple. You can establish, organize and conveniently share your legacy with your loved ones or estate representatives.

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Frequently Asked Questions

I already have all my Estate documents done, how can LegacyShare help?

It’s great that you have your documents in order, but do your loved ones have copies or know how to access it? LegacyShare is a great place to organize and gather all this information in one place to make it easy for your loved ones to access. We will notify all parties regularly ensuring things are up to date or accurate.

I haven’t done any estate planning and have no documents, does LegacyShare make sense for me?

Absolutely, we will provide a comprehensive guide through our client profile of all the important aspects that you should have for comprehensive legacy plan. As you work through the profile you will be prompted on the necessary documents and aspects of your financial life that you should consider having in order and shared with your loved ones. It’s never too early to start!

Do I really need a LegacyShare Account now?

Yes, the unforeseen can happen and it is imperative that you have your estate in order for your loved ones. Having a LegacyShare account will make a big difference for your family if the unexpected should happen. You will be able to leave them in a much better situation.

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Our Members Say It Best

" Working a lot doesn’t give me much time to focus on my finances. It’s nice to know there’s a service out there to keep things stored in one spot on my phone."

— Katie C. / Washington D.C.

" I love the reminders LegacyShare sends to my keyholders annually to keep it fresh in their mind."

— Brian S. / California

" LegacyShare offers me a wonderful piece of mind. Having more than one beneficiary I wanted to make sure everything my family needs to know is accessible to them. The expertise, responsiveness and attention to detail offered by the Legacy team was superb."

— Nancy C. / Massachusetts

" With multiple assets and investments, I needed something to help my family navigate where everything is if I should pass unexpectedly."

— Rita D. / Connecticut

" The simplicity and security of LegacyShare has given me the piece of mind for my loved ones and family."

— Erin D. / Florida

" There is a lot my kids wouldn’t understand or know how to access if it wasn’t for LegacyShare. I can’t imagine something happening to me and not having this."

— Jeff T. / Pennsylvania

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Resources

Regardless of where you live, we have multiple resources to keep you informed and up to date on the ever-changing financial and estate planning communities.

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