For advisors · employers · member institutions
Your clients trust you with their wealth.
Be the one they trust with their legacy.
Legacy Financially is a white-label legacy-planning platform. Give every client a guided, plain-English legacy plan under your brand, inside your relationship, so when wealth moves to the next generation, their first call is to you.
20 minutes. No obligation. You'll leave with a rollout plan either way.
Purpose-built for the firms that plan across generations
The problem nobody schedules
The most expensive conversation in your book is the one that never happens.
You know the moment. The review meeting is wrapping up, and you say it: "At some point we should talk about your estate plan." The client nods. Everyone means it. And then? Nothing. Another year passes with the will unsigned, the beneficiaries outdated, the family never briefed.
For the family
A death without a plan means probate, frozen accounts, siblings guessing at wishes, and grief spent on paperwork. The client's life work arrives as a burden instead of a gift.
For your firm
When wealth transfers, heirs often build a new financial relationship of their own, one the family never worked with while the estate was being planned.
For you
You end up referring your best relationships out the door to an attorney's office, or watching them use a DIY doc mill that never mentions your name. Either way, you're outside the most emotional decision they'll ever make.
The status quo isn't neutral. Every quarter this stays unsolved, the relationship you spent a decade building gets one quarter closer to ending with a signature. Someone else's.
The turn
A legacy layer for the relationship you already own.
Legacy Financially isn't a lawyer replacement, and it isn't another DIY doc site your clients will abandon at question four. It's the missing layer between you and their family: a guided legacy plan that lives under your brand and keeps you at the center of it.
The mechanism is simple and it's the whole difference: the plan is delivered through you, not around you. Your client answers plain-English questions, their legacy takes shape, their family gets a map, and every step of it happens on a portal with your name on it.
Why it's different
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✕
Refer to an attorney: the work gets done, but the relationship (and the follow-up) walks out of your office.
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✕
DIY doc sites: generic, unguided, and invisible to you. You'll never know it exists until it's wrong.
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✓
Legacy Financially: guided planning under your brand, visible engagement signals, and a family experience that makes you the hero of the story.
Two winners, one rollout
You buy it for your business. They feel it in their family.
For your firm
What rolling this out does for you
- →Retention through the transfer. When you've helped map the legacy, you've met the heirs, and the heirs have met you, before the estate ever settles.
- →Differentiation without headcount. Offer a legacy-planning experience your competitors hand off to strangers, without hiring, without becoming a law firm.
- →A reason to call every client. "Your legacy plan is ready to review" beats "just checking in." Every engagement signal is a natural, welcome touchpoint.
- →You look like the one who thought of it. The portal carries your brand. The gratitude lands on your desk.
For their family
What your clients actually feel
- →Relief, finally. The thing they've postponed for years gets done in guided steps, in language a human being can read: no legalese wall, no blank-page dread.
- →One place for everything. Wishes, documents, beneficiaries, the "where is everything?" answers, organized so their family will never have to dig through drawers.
- →A family that's briefed. The people they love know what exists, where it lives, and who to call, which means grief won't come with a scavenger hunt.
- →Pride, not paperwork. A legacy plan reframes the whole exercise: this isn't about death; it's the last, best gift they give their family.
How it works
Live in three steps. None of them require a project plan.
If you can send a client an email, you can roll this out.
Brand your portal
Add your logo, colors, and welcome message. Setup is measured in minutes, not sprints: no IT ticket, no integration project required to start.
Invite your people
Send the invite (we give you the templates). Each client walks a guided, plain-English legacy journey at their own pace, with progress they can see and finish.
Stay at the center
Your dashboard shows who's engaged, who's stuck, and whose plan just changed, so every outreach is timely, relevant, and welcome. That's the moment competitors never see.
What's inside
Every feature exists to answer one question: "so what does that do for me?"
White-label portal
Your logo, your colors, your domain, so every login reinforces your value, not a vendor's.
Guided legacy builder
Plain-English questions, one step at a time, so the plan clients have postponed for a decade actually gets finished.
Family vault
Documents, wishes, and key contacts in one secure place, so a grieving family finds answers, not a scavenger hunt.
Beneficiary & asset map
Every account, policy, and named beneficiary in one view, so gaps and outdated designations surface before they become disputes.
Engagement dashboard
See who started, stalled, or updated their plan, so your next call is always about something they care about right now.
Security by design
Encryption in transit and at rest, role-based access, so you can put your name on it with confidence.
Founding partners
This is where the testimonials go. We don't have them yet.
We could fill this space with quotes. Every new company is tempted, and plenty give in. Here's the honest version instead: Legacy Financially is early, and we're choosing our first firms deliberately. If you're one of them, you get things later customers never will.
What being early gets you
- ✓Founding pricing, locked. The rate you start at is the rate you keep, after we raise it for everyone else.
- ✓The people who build it, not a ticket queue. You'll have a direct line while that's still something we can offer.
- ✓A roadmap that's still soft. What your book actually needs can get built. That window closes as we grow.
- ✓We do the rollout with you. Not a login and a PDF. We sit in it until your first clients finish plans.
What we'll show you instead of quotes
- →The actual product. Not a slide deck. We walk a real client journey end to end, including the parts that are still rough.
- →Our security architecture, in writing. Where data lives, who can see what, what we've certified and what we haven't yet.
- →A straight answer on fit. If your book is wrong for this, we'll tell you on the call. We'd rather have four firms who stay than forty who churn.
When we do have testimonials, they'll be real ones, with names and permission.
Proof
Don't take our word for it.
Straight talk
Is this for you? Honestly, maybe not.
This is built for you if…
- ✓ You have client, employee, or member relationships you intend to keep for decades, and through generations.
- ✓ You've watched assets (or loyalty) walk after a death, and you'd rather never watch it again.
- ✓ You want to offer more than products: an experience people tell their family about.
- ✓ You want it under your brand, live in days, without adding headcount.
It's not for you if…
- ✕ You're looking for a replacement for licensed legal counsel. We complement attorneys; we don't practice law.
- ✕ You want shelfware to name-drop in pitches but never roll out. This works because people actually use it.
- ✕ Your model is transactional: one sale, no relationship. Legacy planning pays off across years, not quarters.
Still on the left side of that line? Then the only real question left is what a rollout looks like for a book (or a workforce) your size. That's exactly what the demo covers.
The offer
Everything you need to make legacy planning yours.
Piecing this together yourself means a portal vendor, a document workflow, a secure vault, engagement tracking, and someone to run it. Legacy Financially is all of it, branded to you, in one rollout.
- ✓ White-label legacy platform under your brand
- ✓ Guided plans, family vault & beneficiary map for every client
- ✓ Engagement dashboard + ready-to-send invitation templates
- ✓ White-glove onboarding & rollout playbook
Start here
Book a 20-minute demo.
Leave with a rollout plan.
Pricing is tailored to the size of your book or workforce; we'll put a number in front of you on the call, and we'll walk through pilot and contract terms together, in plain language.
Book My DemoNo credit card. No prep needed. Calendar link, 20 minutes, done.
For the late-stage skeptics
Fair questions, straight answers.
Is this legal advice? Do my clients still need an attorney?
No. Legacy Financially is a planning and organization platform, not a law firm, and it doesn't provide legal, tax, or investment advice. For complex estates, clients should absolutely work with licensed counsel; the platform makes that work faster and better-organized, and keeps you in the loop.
How is client data protected?
Data is encrypted in transit and at rest, with role-based access controls; you see engagement signals, not private family details, unless the client shares them.
How long does setup actually take?
Branding the portal and sending your first invites is designed to be done in one sitting: no IT project, no integration required to launch.
My clients aren't tech-savvy. Will they actually use it?
The journey is built for the least technical person in your book: one plain-English question at a time, save-and-resume, and progress they can see. The bigger driver is that the invitation comes from you, someone they already trust, not a cold signup page.
What does it cost?
Pricing scales with the size of your book or workforce, so a solo advisor and a 10,000-employee rollout aren't paying the same. You'll get an exact number on the demo call, and we'll walk through pilot and contract terms together.
How is this different from the DIY will sites my clients could use for $99?
DIY sites produce a document; Legacy Financially produces an ongoing legacy relationship: guided planning, a family vault, a beneficiary map that stays current, and engagement signals that route back to you. A $99 doc site cuts you out of the picture; this puts you at the center of it.
What happens when a client passes away?
That's the moment the whole system was built for. The family opens a vault that's organized, briefed, and current, and you're already the trusted contact named inside it. Instead of meeting the heirs at the worst possible time as a stranger, you meet them as the person who helped prepare everything.
Monday morning, a client opens a portal with your name on it
and starts the plan they've put off for ten years.
That's the version of your firm the next generation stays with. It starts with a 20-minute conversation.
20 minutes · no obligation · rollout plan included