Estate Management Plans
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Estate Management Starter
Get started with a vault to automatically organize and summarize your Estate plan and associated assets.
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Estate Management Premium
Everything you need to proactively organize/manage/monitor your Estate plan, assets and liabilities.
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Free
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$495 /year
Free for life after 10 years
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| Smart Digital Estate Vault | ||
| Smart Digital Estate Vault | Up to 5 Items | ✔ |
| Auto-Discover Named Stakeholders | ||
| Auto-Discover Named Stakeholders | ✔ | ✔ |
| Add New Stakeholders | ||
| Add New Stakeholders | ✔ | |
| Share Vault With Others | ||
| Share Vault With Others | ✔ | |
| Interrogate Estate Docs With Vault IQ | ||
| Interrogate Estate Docs With VaultIQ | Up to 3 Questions | ✔ |
| Balance Sheet and Settlement Pro forma | ||
| Balance Sheet and Settlement Pro forma | ✔ | ✔ |
| Estate Portfolio monitoring and alerts | ||
| Estate Portfolio monitoring and alerts | ✔ | |
| Dedicated Estate Portfolio Manager | ||
| Dedicated Estate Portfolio Manager | ✔ | |
| Track Estate Distributions | ||
| Track Estate Distributions | ✔ | |
| Support | ||
| Support | Chat, Email | Chat, Email |
| Ask a Settlement Advisor | ||
| Ask a Settlement Advisor* | $ | $ |
| Support | ||
| Transition to Settlement | Limited | Full Process |
*Please note that our services do not replace those offered by a law firm. For Estate plan creation, legal services and advice, please consult an attorney.
Prefer to get Legacy Logix through your attorney?
No problem. Legacy Logix partners with law firms to provide the service as an extension to their Estate planning and administration practice. Ask if your attorney is a Legacy Logix partner. If not, we can help make it happen.