Legacy Management
One place to store, manage and share your financial, legal, personal, health documents and other information securely with trusted advisors and contacts for life in the event of incapacitation or even after you’re no longer alive. Your settings will determine if, how and when your family, contacts and trusted advisors will be notified and which information remains private forever and which information is shared with your private representatives and executors or executrixes.
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Online Legacy Dashboard
A graphical dashboard allows you to see the status of key areas of your estate and provides measurement in multiple areas such as Net Worth.
One Global Digital Vault
Your private, digital vault where all sensitive and confidential information, documents and digital assets can be stored. It’s like a traditional safety deposit box at a bank with 24/7 access and without the hassle of being there in-person. Your executors/executrixes will not need to search for required information after you’ve passed away or guess at your intentions. They’ll be able to access your data, wishes and intentions from one secured place.
Multiple Areas for Unlimited Storage
You can store personal information including your final wishes and even specific directions for after your death. Areas include financial, property, health, documents, trusted advisors and much more. Store banking, income, real property, digital assets, medications, vaccinations and upload unlimited types of documents such as Wills, Trusts, audio and video recordings. You can decide which information needs to remain private by simply securing it appropriately so that no even your estate administrator will be able to access it. Private postings on social media platforms such as Facebook, Instagram etc. that were never intended for disclosure to others can be protected after your demise.
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Personalized Settings & Notifications
You can turn on a number of personalized settings and notifications in order to preserve the confidentiality of your information. You can configure security notifications such as Multi-Factor Authentication. Decide when certain documents can be shared with family members, beneficiaries, trusted advisors and other contacts so as to minimize conflicts. Get notified anytime your account is accessed so that you can ensure the security of sensitive data.
AI-driven Insights & More
Using Artificial Intelligence the system provides valuable and timely insights in order to help you proactively manage your legacy while you’re alive. Automatically create personalized documents and communications and minimize your ongoing legal and administrative expenses. Configure the timing of insights to suit your individual needs and minimize information overload.
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