LegacyShare is a comprehensive tool to help organize and share all important estate documents or accounts so your loved ones are not left scrambling. You can upload all estate documents, medical directives, financial statements, and insurances. Our client profile will help capture all necessary passwords for various devices/sites, burial wishes and family plans. You will assign “keyholders” who will then have access if you choose or be reminded regularly that your legacy is organized on LegacyShare.
It’s great that you have your documents in order, but do your loved ones have copies or know how to access it? LegacyShare is a great place to organize and gather all this information in one place to make it easy for your loved ones to access. We will notify all parties regularly ensuring things are up to date or accurate.
Absolutely, we will provide a comprehensive guide through our client profile of all the important aspects that you should have for comprehensive legacy plan. As you work through the profile you will be prompted on the necessary documents and aspects of your financial life that you should consider having in order and shared with your loved ones. It’s never too early to start!
Yes, the unforeseen can happen and it is imperative that you have your estate in order for your loved ones. Having a LegacyShare account will make a big difference for your family if the unexpected should happen. You will be able to leave them in a much better situation.
No, we are not a legal service, nor can we provide legal advice. We can make recommendations for attorneys and legal firms if you are in need. We are a great solution to help you coordinate and organize your legacy.
We use the most up to date web application security and encryption technology to prevent fraud and cyber risks. Multiple security protocols are called to action to protect your information.
No, you are able to choose when you would like to share your information with your legacy keyholders. Once you feel comfortable sharing, a simple click of a button will notify your keyholders.
Yes, we ask for your number because we utilize 2 step verification to protect your account and highly recommend it. Two-step verification is a process that involves two authentication methods performed one after the other to verify that someone or something requesting access is who or what they are declared to be. Additionally, we use it as part of our verification process in the event you should pass.
At the end of your subscription the documents you uploaded will be securely wiped out from our system indefinitely. If you had opted for a lifetime subscription your documents will be destroyed one year from month of death. In all circumstances your “keyholders” will have access to your “client worksheet” forever.
Yes, your documents are only accessible to you and your “keyholders”. No one at LegacyShare can view your documents in anyway, we consider your personal information highly sensitive information that is extremely private. Our administrators can only see if certain documents are uploaded (wills, health care proxy, etc.) but not the actual documents.
No problem, some information is better than no information and anything will make things easier for your beneficiaries. Simply upload the information you do have (account locations, trusteed financial advisors, etc.) and fill out what you easily know in the “client worksheet”. Additionally, we strongly suggest you designate your “keyholder” even if you have minimal information. You will find that once you get this process going it will motivate you to drive forward and address your Legacy!
The annual cost is only $99. We do offer lifetime subscriptions with discounted rates.
We offer individuals who are unable to upload their documents electronically the ability to mail us their documents for upload. We will confirm receipt of the documents, upload status and destruction of the documents. We will securely destroy the documents after the upload process. For this service, there will be a one-time fee which includes your overnight shipping label, notifications & upload services.
We use Stripe as our trusteed partner for all payment processing. They use the most up to date fraud and data protection methods. We have the utmost confidence in their encryption and security procedures. Stripe stores and administrates all payments, LegacyShare does not have access to any billing information details. We accept all major credit card providers. Your LegacyShare subscription is automatically renewed and billed on an annual basis.
