Transform client intake and secure quality leads instantly
Empower your clients to effortlessly manage and transfer digital assets.
Elevate growth with AI-driven estate planning.
Boost your revenue by offering innovative, AI-powered employee benefits.
Drive revenue and client retention with AI-powered, future-proof estate planning.
Transform client intake and secure quality leads instantly
Empower your clients to effortlessly manage and transfer digital assets.
Elevate growth with AI-driven estate planning.
Boost your revenue by offering innovative, AI-powered employee benefits.
Drive revenue and client retention with AI-powered, future-proof estate planning.
Transform client intake and secure quality leads instantly
Empower your clients to effortlessly manage and transfer digital assets.
Elevate growth with AI-driven estate planning.
Boost your revenue by offering innovative, AI-powered employee benefits.
Drive revenue and client retention with AI-powered, future-proof estate planning.
Transform client intake and secure quality leads instantly
Empower your clients to effortlessly manage and transfer digital assets.
Elevate growth with AI-driven estate planning.
Boost your revenue by offering innovative, AI-powered employee benefits.
Drive revenue and client retention with AI-powered, future-proof estate planning.
Automated Asset Portfolio Benerficiary Portal
We use generative AI to power a friendly chat engine that gives you all the tools and
resources you need to understand estate planning basics. Plus. we can connect you with
Local estate attorneys who are ready to help when you need them.
Provides expert advice in clear language, with an intuitive interface. Start your Conversation
Patent-pending LegacyScore™ feature assesses your clients' estate planning readiness, offers personalized recommendations and customizable action plans. Read more
Safeguard your crypto wallet seed phrases, private keys, or passwords and enable your designated trustees access your vaults during emergencies.
Robust security for digital assets, a specialized Crypto Vault for For crypto and NFT assets with features for beneficiary allocation and inheritance planning.
Securely organizes critical information and provides immediate access to designated emergency contacts ensuring availability when most needed.
Protect memories, photos, and videos, craft personal messages, and ensure your family can access them in the future.
Your emergency contacts cannot view the binder contents until an approved access request is made.
A beneficiary is an individual entitled to receive benefits, assets, or advantages from a trust, will, insurance policy, or other financial arrangement. The owner of the account has identified you as a beneficiary in one or more instances.
Digital Legacy Services | Limits | Limits | Limits |
---|---|---|---|
Asset Portfolio | 20 | 50 | Unlimited |
Emergency Binder | 20 | 50 | Unlimited |
Files | 20 | 50 | Unlimited |
Online Accounts | 20 | 50 | Unlimited |
Time Capsule | 20 | 50 | Unlimited |
File Storage | 5 GB | 10 GB | Unlimited |