We help you share your legacy with the ones you love and trust so you can confidently know your legacy will transition smoothly.
Welcome to LegacyShare, your number one source for all your legal, financial and personal document storage needs. We are a communication solution to ensure your loved ones are not left in a panic. We’re dedicated to giving you the very best experience, with a focus on security, dependability, customer service and ease of use.
Founded in 2012 by an ambitious team of a financial advisor and insurance professional, LegacyShare has come a long way from a simple concept to a robust and adaptive estate storage portal. We have a passion for helping individuals transition their estate to their loved ones seamlessly due to the struggles we have witnessed in our careers and personally. Family members are already reeling from the loss of their loved one and for many members they are uncertain where the proper estate documents and assets are located. This all adds to a very stressful and difficult situation. This heart wrenching time left a significant impact on us and we had to provide a solution, so no one had to endure this experience. LegacyShare helps relieve that uncertainty and stress by providing a portal where you can store your estate documents and all related financial information. You can designate a “keyholder” who will be able to see your estate through our portal. We will communicate with both parties annually to ensure your profile is updated and your “keyholder” is current. We were inspired to provide this solution and are thrilled to be part of your estate planning needs and an important part of the estate planning community. LegacyShare now stores documents for account holders all over the US and it has become a critical part of the estate planning community.
We hope you enjoy the benefits of using our service because Legacies are meant to be shared.
If you have any questions or comments, please don’t hesitate to contact us.
Sincerely,
LegacyShare Team
LegacyShare offers a variety of careers at many levels. We continue to search for focused individuals who desire a strong work culture, performance and want to be part of a team that does meaningful work that is felt by our customers for generations to come. Our people are the best and brightest around that care about what they do.
Currently, we are fully staffed but check back often and we may have a great opportunity for you!
