Pricing
Full Service
Estate Portfolio Management
A comprehensive, always-on service to organize, monitor and maintain a healthy Estate portfolio*.
$4125
Per month
(Based on an annual subscription.)
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An Estate Portfolio Manager dedicated to your account. Our portfolio experts are legal fiduciaries, and the only employees permitted to access your information.
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Simply forward new documents to your account and they will be automatically incorporated into your plan.
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An Estate centric vault, with multiple layers of security to protect your account and the data within it.
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Private dashboard with insights into your entire portfolio.
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Maintains current inventory of all assets in your Estate portfolio.
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Ongoing analysis of assets, liabilities, and net worth of Estate portfolio
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Legacy Logix will regularly monitor your plan and alert you to any action required.
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Ongoing monitoring for triggers and milestones, and automatic reminders when something needs your attention.
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Assign access and permissions to Estate plan participants (spouse, settlors, attorney, etc) of your choosing.
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An annual review of the health of your Estate plan, and things to keep in mind for the upcoming year.
*Please note that our services do not replace those offered by a law firm. For Estate plan creation, legal services and advice, please consult your attorney.