Legacy
Keep it all together
Keeping all your financial and estate planning information in one easy to access place. Use Legacy snapshot to collect and organize all your information into one easy snapshot
Secure & Easy
Everything you need to perserve your legacy
We use best practices when it comes to securing your data. All files are encrypted at rest. We partner with recognized third-parties to sync your financial information
Stored in the cloud
You can keep your snapshots stored securely in the cloud. Or you can print them out and store in a safe
Secure
All documents are encrypted at rest and stored securely in the cloud utilizing AWS S3 encryption
Sync Accounts
We use Plaid to automatically link and sync your financial account information. No more manually updating.