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

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

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

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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

What happens to all my personal information when I pass away?

At the end of your subscription the documents you uploaded will be securely wiped out from our system indefinitely.  If you had opted for a lifetime subscription your documents will be destroyed one year from month of death.  In all circumstances your “keyholders” will have access to your “client worksheet” forever.

Will I be the only one that can view my “client profile” and what has been uploaded to LegacyShare?

Yes, your documents are only accessible to you and your “keyholders”.  No one at LegacyShare can view your documents in anyway, we consider your personal information highly sensitive information that is extremely private.  Our administrators can only see if certain documents are uploaded (wills, health care proxy, etc.) but not the actual documents.

I am interested in a LegacyShare account, but I do not have a scanner or I’m not tech savvy. How can I upload my will and other pertinent documents?

We offer individuals who are unable to upload their documents electronically the ability to mail us their documents for upload.  We will confirm receipt of the documents, upload status and destruction of the documents.  We will securely destroy the documents after the upload process.  For this service, there will be a one-time fee which includes your overnight shipping label, notifications & upload services.

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Our Members Say It Best

" 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

" 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
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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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