LegacyNOW

Wealth Transition Technology

Wealth Transition Tech

Help your clients consolidate, track, and pass on their digital assets. LegacyNOW is a pioneering estate data management software solution that offers an estate digital vault for your clients, with an advanced estate and legacy planning advisor interface. This, combined with it being an estate resolution tool for the executor and beneficiaries, makes it the most useful estate organizer tool in existence for all parties involved in the process.

Expert Guidance

Get ahead of the competition & provide next-gen estate digital vault solution to your clients and their family members.

Advisor Dashboard

Your dashboard provides an easy-to-read client profile for simplified estate assessment & improved strategic legacy planning.

API Integration

Seamlessly integrate into your current advisor CRM, bringing value add to you and your customers without major changes.

Real-Time Messaging

Seamlessly integrate into your current advisor CRM, bringing value add to you and your customers without major changes.

Digital Vault Client Set-Up

Your firm can now offer clients an advanced tool which finally digitizes and organizes all their estate assets. By introducing & assisting your clients in setting up a LegacyNOW digital vault, you will bring value-add to your customer, the executor, and beneficiaries.

Once set-up is complete the consumer takes possession of their own blockchain protected estate vault, while the advisor has their own professional services interface with advanced features which analyze and cleverly present all captured data points and documents needed to enhance advisory performance.

Benefits

Build Multigenerational Client Relationships

The set up & educational process with our digital vault, encourages advisor interaction with the executor and the beneficiaries, helping to build a lasting relationship and trust.

Anytime, Anywhere Communication

Mobile-ready admin dashboards allows you to easily manage, track & communicate with your clients even if you’re out of the office.

Enterprise-level Solution with features

The enterprise portal is built with advisor input for advisors. A consolidated view of your clients’ digital assets builds an easy to analyze profile which helps you better manage their portfolio.