Estate Management Software
An intelligent, secure platform to automatically manage and monitor your Estate over the years.
Easy for you.
A relief for your successors.
Legacy Logix is much more than a place to store an Estate plan. With a simple upload of your documents and assets, our automated intelligence builds and monitors your entire Estate portfolio for you.
First, security and privacy
We recognize that the information related to your Estate is highly sensitive, and we made security a non-optional foundation for everything we do. We've built Legacy Logix to ensure only you and the people you designate can access information in your account.
Key Features
Smart Digital Vault
Simply upload Estate documents and assets and Legacy Logix will automatically process and organize every item within your vault.
Automated Intelligence
Private AI analyzes everything added to the vault, providing summaries and financial insights, identifying people and their roles, and more.
360° Portfolio View
Sign in any time for a summarized view of your Estate portfolio, with insights on composition, value, and changes over time.
Monitoring and Alerts
Legacy Logix continually monitors the information in your Estate portfolio and will notify you when something needs attention.
Stakeholder Management
Automatically creates a list of everyone named in your Estate plan. Edit their contact info, add other stakeholders, and give vault access to anyone you choose.
Easy Updates
Have a new or revised Estate item? Simply drop it into your vault, and it’ll be automatically incorporated into your Estate portfolio.
Annual Review
A guided annual review process will help you confirm your Estate portfolio is up-to-date, and highlight changes in the coming year.
Key Settlement Resource
When it’s time, your successor trustee can unlock administrative access to your vault with the confidence that everything is in one place.
Request a Demo
Want to see Legacy Logix in action? We will gladly give you a tour.