Estate Portfolio Management

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Legacy Logix is a software platform to automatically organize and manage Estate plans and everything associated with them – throughout your lifetime, and during settlement.

Reduce the burden of managing and settling Estates.

Keeping an Estate plan in sync with life is a perpetual challenge. Yet, an unmanaged plan can result in a complicated mess for the people left in charge.  

Legacy Logix is an intelligent software platform that automates the management of Estate plans, related documents, assets, key stakeholders, and more. It eliminates the work of keeping up with your plan over time, and leaves a clear path for your successors to follow.

It also serves as a secure hub to manage information, assets, and activities throughout the settlement process. Executors/successor trustees can create a settlement vault, or take ownership of a decedent’s vault if it already exists.

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Upload to cloud icon

Easy

Simply forward or upload docs and assets, then let us do the rest.

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Central

All of your Estate docs, assets, and contacts organized in a single secure portal.

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Current

Intelligent tools help keep your plan accurate and up to date.

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Insightful

Real-time Estate summary, inventory, and financial analysis.

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Accessible

Controlled access for your designated stakeholders, and your successors.

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Proactive

Monitors the plan, and notifies you when you need to act.

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Fill the unmanaged gap after Estate plan creation.

Legacy Logix provides the critical missing piece in an Estate management strategy, filling the gap after initial plan creation and clearing the path for settlement. It automates the work that’s neglected by 95% of Estate holders, yet is necessary to keep Estate plans in good health. And it easily transitions to a platform to streamline the settlement process.

Legacy Logix for
Estate Management

An intelligent, secure platform to manage and monitor your Estate over the years. Seamlessly transitions to your successors when it’s time.

Secure digital vault

Document/asset capture and analytics

360° Estate overview

Estate asset inventory

Portfolio value and insights

Proactive monitoring

Stakeholder management and access

Reminders and alerts

Annual review

Legacy Logix for
Estate Settlement

An intelligent, secure platform to manage and share information, assets, and activity throughout the settlement process.

Secure digital vault

Document/asset capture and analytics

360° Estate overview

Settlement process checklist

Estate asset inventory

Portfolio value and insights

Visibility for stakeholders

Expense Tracking

Estate distributions

  • "I love having everything in one place, and knowing that I’ll be notified when it's time to make an update. Now my executor will have one less thing to worry about.”

    Linda R.

  • “It was almost too easy to set up. Pulling together my Estate plan and keeping it updated has been on my list for years. I’m finally feeling like it is going to get handled.”

    Steve K.

  • “I’ve needed this for a long time. Until now I’ve had a combo of documents in drawers, files and spreadsheets on my computer, and multiple entry points into my financial accounts.”

    Mario C.

  • "As a beneficiary in the midst of a settlement process, this is the perfect starting point to figure out what’s going on with everything and where I stand in the proceedings. The digital vault is fantastic — it summarizes everything for me so I don’t have to read through those dense legal documents."

    Steve O.

Try free for 21 days