Settling an Estate takes too much time.
Legacy Logix can give you half of it back.
Legacy Logix reduces time spent by as much as 250 hours.
People spend countless hours gathering information, negotiating with financial institutions, selling property, filing legal forms, documenting everything for beneficiaries, and so much more.
Legacy Logix does the heavy lifting required to make it flow more seamlessly for everyone involved.
Consolidate that stack of confusing documents.
Upload documents and Legacy Logix will automatically analyze them for you. Each will be neatly categorized, along with a summary of what it says and who is named in it.
Eliminate manual calculations and spreadsheets.
Automatically capture account balances, asset values, liabilities, expenses and distributions. Legacy Logix will generate financial statements and keep track the Estate’s net worth.
Save hours of research on what to do.
Detailed checklist lays out all the common activities in a settlement process, with informational articles that will point you in the right direction.
Avoid fielding an endless flow of questions from beneficiaries.
With Legacy Logix everything is documented in one place. Each person involved can clearly understand where you are in the process and what it means for them.
