Keep your Estate plan forever accurate and up to date.

Your successors will thank you.

With secure access for all the right people.

With timely reminders when an update is needed.

With real time insights on composition and value.

Without having to think about it.

Automated Estate Portfolio Management

Easy for you. A relief for your successors.

Keeping an Estate plan in sync with your life is a perpetual challenge, requiring time you don’t have, or legal expenses you don’t want. Yet an unmanaged plan can result in a complicated mess for the people you leave in charge.

Legacy Logix combines intelligent software with a fiduciary service to automate the management of your Estate portfolio. It eliminates the work of keeping up with your plan over time, and leaves a clear path for your successors to follow.

Easy

Simply forward or upload docs and info, and we’ll take it from there.

Illustration of a hand snapping fingers.

Central

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

Illustration of a cloud with an embedded security keypad

Current

Intelligent tools help ensure your plan is always complete, accurate and up to date.

Illustration of a document in a folder with a circular update symbol.

Proactive

Monitors for milestones and changes, and notifies you when you need to act.

Illustration of a mobile phone with a text message alert

Insightful

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

Illustration of a performance graph with a microscope over it.

Accessible

Controlled access for your designated stakeholders. The go-to resource for your successors.

Illustration of three people icons joined by connecting lines.
Process image describing 6 stages of Estate management, starting with generating Estate plan and ending with settlement. The middle 4 steps are regular maintenance and updates of the Estate, which 95% of Estate holders neglect to manage..

The missing piece of your
Estate management strategy.

  • Fills the unmanaged gap between initial plan creation and final settlement.

  • Assembles and manages all elements of your Estate (such as legal documents, assets, directives and stakeholders) within an integrated portfolio.

  • Monitors and tracks your plan, so you don’t have to.

  • Removes the dependence on an attorney for basic maintenance.

  • "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.

We’re at your service.

Our subscription service combines a professional fiduciary with a modern software platform to deliver proactive management and 360° visibility on your Estate portfolio. You’ll rest easy knowing it’s all under control and always at your fingertips - no effort required.

Dedicated Estate Portfolio Manager

A legal fiduciary will oversee your portfolio as part of the annual subscription. This gives you the security that your Estate is in the hands of an expert, yet saves the legal fees for official changes or advice.

Private Portal

Stores and organizes all documents and information in a secure repository that is expressly designed for an Estate. Easily accommodates any document, asset, or information you want included.

Real time inventory of Estate assets

Integrates with financial, property and other platforms to maintain an up-to-date view of Estate composition and value.

Intelligent data extraction, summary and analysis

Add new documents by simply forwarding to your account. We’ll categorize, extract the most relevant information, and present key insights. Your portfolio will be automatically updated to accommodate the new information.

Proactive monitoring, alerts and annual reviews

Automated intelligence knows when something has changed or a milestone has been reached, and sends you an alert if something requires your attention. Your Estate Portfolio Manager will conduct an annual review to make sure nothing is missed.

Access for the right people, at the right time.

Provide access rights and permission levels to your Estate stakeholders, such as spouse, beneficiaries, successors, executors, attorney, and wealth manager.