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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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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