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

Do I have to share my information immediately with my estate representatives or loved ones?

No, you are able to choose when you would like to share your information with your legacy keyholders. Once you feel comfortable sharing, a simple click of a button will notify your keyholders.

How much does an account with LegacyShare cost?

The annual cost is only $99. We do offer lifetime subscriptions with discounted rates. Please click here for our pricing menu.

How does LegacyShare help make things easier for my loved ones?

LegacyShare is a comprehensive tool to help organize and share all important estate documents or accounts so your loved ones are not left scrambling. You can upload all estate documents, medical directives, financial statements, and insurances. Our client profile will help capture all necessary passwords for various devices/sites, burial wishes and family plans. You will assign “keyholders” who will then have access if you choose or be reminded regularly that your legacy is organized on LegacyShare.

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Our Members Say It Best

" 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

" 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

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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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