Preserve Your Legacy

Legacy planning isn’t just about finances; it’s about leaving behind a lasting impact, a legacy that reflects your values, your dreams, and your aspirations. It’s about ensuring that your loved ones are supported and empowered to carry on your legacy in a meaningful way.

Store, manage and share all financial, legal & personal documents securely with trusted advisors and contacts for life and beyond.

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All-In-One Application for Legacy Management & Estate Administration

Manage all assets, liabilities and critical information and documents securely in one place. After death, all relevant data is automatically transitioned to Estate Administration so that your Executors/Executrix/Trustees can manage all required activities.

Legacy Management
Estate Administration
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Designed for ease-of-use by multiple generations

The system was designed by a multi-disciplinary team of professionals including Baby Boomers, Gen X, Millennials, and Gen Z. Its intuitive user interface promotes efficiency regardless of device used such as workstations or mobile phones.

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One Global Application that supports Multiple Countries, Currencies, Languages and Regulations with AI

Whether your legacy and estate covers 1 country or multiple countries, you can rest assured that the system will support your needs. Use the system’s settings for your preferred language, currency etc. and get intelligent assistance with jurisdiction-specific documents.

Mobile-ready and Always On

Use the system from anywhere and anytime. It supports unlimited devices from PC to Mac workstations to Android and Apple Tablets and Smartphones.

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security

Enterprise-Level Security to Protect Your most Important Information

We’ve built-in digital vault-like security using data encryption at rest and while data is in transit. Documents can be shared and unshared at anytime and sharing can be scheduled. Multi-Factor Authentication (MFA) combined with notifications ensures that you’re always aware every time your account is accessed.

Secure your Legacy today with Estate Administration

Be confident in knowing that your legacy will be protected as the information you store in Legacy Management will be automatically transferred to Estate Administration upon your death so that Executors can easily administer your estate consistent with your directions.

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Richard Sanders, CPA, CA, CBV is a seasoned professional and Partner at a leading global Accounting firm, bringing over 35 years of invaluable experience to the advisory board. With a background in Accounting & Finance, he has demonstrated a keen sense of the challenges to business management and growth throughout his career.

Having held key partnerships with several Accounting firms, Richard has a proven track record of success in advising businesses in areas ranging from Audit to Internal Controls, Tax and Valuations. His strategic thinking has been crucial in guiding organizations through periods of startup and growth.

As an advisory board member, Richard provides strategic counsel and invaluable insights on Audit, Finance and Accounting. His expertise and vision play a vital role in shaping the organization’s strategy and driving sustainable growth over the long term.

Richard holds a Bachelor of Accounting & Business Management from the University of Toronto. He continues to stay at the forefront of the Accounting industry’s developments through ongoing education and professional development initiatives.

Richard’s passion for success and his commitment to guiding businesses make him an invaluable asset to the advisory board.

Bob is a distinguished leader in Software M&A, bringing over 40 years of invaluable experience to the advisory board. With a background in the Canadian & US Information Technology sectors, he has demonstrated a keen understanding of the challenges driving business innovation and fostering growth throughout his career.

Having held prominent roles within the Fortune 500, Bob has a proven track record of success in supercharging business growth. His strategic acumen and forward-thinking approach have been instrumental in guiding organizations through periods of change and transformation.

As an advisory board member, Bob provides strategic counsel and invaluable insights on business development, partnerships and strategic alliances. His expertise and vision play a vital role in shaping the organization’s long-term strategy and driving sustainable growth.

Bob holds a BSc in Physics and Mathematics from the University of Ottawa. He continues to stay at the forefront of the Information Technology industry’s developments through ongoing education and professional development initiatives.

Bob’s passion for excellence and his unwavering commitment to the Software Industry make him an invaluable asset to the advisory board, driving the organization’s mission and vision forward with clarity and purpose.

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