Solution

Illustration of a man holding Estate documents pressing keypad to open a floating cloud vault.

Security and Privacy – Our Top Priority

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. Learn more.

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Dedicated Estate Portfolio Manager

Our Estate Portfolio Managers are legal fiduciaries. They will help you set up your account, monitor the status of your portfolio, identify issues, and point you in the right direction to resolve them. They will also guide you through annual reviews of your Estate portfolio.

Illustration of man in office talking to his Estate Portfolio manager in another office, connected through a secure cloud.

Easy Account Setup

We’ll make it easy to pull all of your info into an Estate portfolio Your Estate Portfolio Manager will help you:

  • Forward or upload estate documents

  • Link financial accounts

  • Add stakeholder contact information

And once that happens, your work is done!

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360° Portfolio View

Anywhere access to Estate composition, assets, value, and changes over time.

  • Real-time insights

  • Organized repository

  • Plan summary

  • Key stakeholders

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Monitoring, Reminders, and Alerts

We’ll continually monitor your Estate portfolio - so you don’t ever have to. We automatically recognize when something needs attention, and will proactively send you an alert. We’ll also send occasional nudges to check for anything new to incorporate (like a new or retired 401k). You’ll rest easy knowing your plan will always be attended to - without any effort on your part.

Illustration of a Legacy Logix Estate Portfolio Manager, on a headset in her office, conducting an annual Estate review with a male client in a chair on the beach. He is meeting from his laptop.

Annual Review

A guided annual review process will confirm completeness and highlight changes in the coming year. Your Estate Portfolio Manager will help you focus on the right areas each and every year.

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Auto-magical Additions and Modifications

Have a new Estate document or asset? Simply forward to your account, and we’ll incorporate it into the portfolio, automatically update the plan summary, and archive the old one.

Access for Your Estate Stakeholders

Authorize your key contacts to access your Estate portfolio, controlling what they can see and when they can see it. For example, you can give your spouse full access, your attorney access to just your Estate docs, and your successor trustee a way to unlock administrative access when it’s time.

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Key Resource for Settlement

When the time comes, your successors will be able to access everything in one place, with confidence that it’s accurate and up-to-date.

Security

Protecting access to your account

We use multiple layers of security to ensure that you are the only person to ever access your account, including two factor authentication and passkeys.

Protecting your data while in transit

All communications are encrypted via SSL using 2048-bit certificates. We support perfect forward secrecy (PFS) to automatically and frequently change the keys we use to encrypt information.

Protecting your data while it’s at rest

We deploy private keys, uniquely generated for you. Next generation encryption encrypts your data twice, creating a future-resistant solution and protecting your data against both traditional and quantum attacks.

Protecting your health information

LegacyLogix is compliant with the Health Insurance Portability and Accountability Act of 1996 (HIPAA), which means your sensitive personal and health information is protected.

Protecting your identity

We don’t share or sell your data to anyone.  We do not sell or provide your data to any organization that might use your data to profile you or to use for marketing purposes or sell to other who might use.  Like your attorney or accountant, we are acting as a fiduciary and we are dedicated to protecting your identity and data.

Protecting your account from unwanted operational and administrative access

We employ strict operational procedures and a sophisticated technology architecture that prevents anybody, including our employees, from accessing your data without your explicit permission. We perform regular security audits on our code, and log all access to your accounts.