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 have signed up, but I don’t know where to start or don’t have my documents/information quite yet.

No problem, some information is better than no information and anything will make things easier for your beneficiaries. Simply upload the information you do have (account locations, trusteed financial advisors, etc.) and fill out what you easily know in the “client worksheet”. Additionally, we strongly suggest you designate your “keyholder” even if you have minimal information. You will find that once you get this process going it will motivate you to drive forward and address your Legacy!

How do I ensure that my information is securely stored and safe?

We use the most up to date web application security and encryption technology to prevent fraud and cyber risks. Multiple security protocols are called to action to protect your information.

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.

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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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