If something happens to you,
will your family be able to access
everything they need — or be locked out?

MyLegacy helps individuals and advisors organize accounts, assets, and critical information — so nothing gets lost, missed, or inaccessible.

👥
FOR INDIVIDUALS

Understand what your family will actually have access to

See what's missing across your accounts, assets and important information.

Get My Legacy Score →
🕒 Takes 2 minutes • 🔒 No documents required • 🛡 Private
💼
FOR ADVISORS & FIRMS

Help clients organize and transfer everything that matters

A structured workflow to ensure assets and access are clear, secure and transferable.

Explore Advisor Platform →
🛡 Built for fiduciaries, RIAs, and estate professionals
🛡 All in one place. Secure by design. Accessible when it matters most.