Plan for the future. Navigate loss. Empower your clients.
Tools and guidance for individuals, families, and businesses before and after life’s hardest moments.
Support for individuals through legacy planning and estate administration after death. Built for businesses serving individuals and other businesses.
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Comprehensive will and trust creation
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Secure document storage and sharing
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Healthcare directives and power of attorney
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Digital asset management
Before life’s end
Ensure your wishes are honored. Protect your family. Simplify decisions.
After a death
Step-by-step guidance for executors and families during a difficult time.
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Guided executor workflows and checklists
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Asset inventory and valuation tools
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Debt and obligation management
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Distribution planning and documentation
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White-label solutions for partners
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API integrations for platforms
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Enterprise-grade security and compliance
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Dedicated support and training
At scale
Deliver trusted legacy and estate solutions to your clients or platform users.
Trusted by families, advisors and businesses
Real stories, secure processes and professional backing
Jordan M.
Legacy360 made it simple to organize everything in one place. My family knows exactly what to do, and I feel a real sense of relief.
Nadia H.
Estate360 gave me a clear, secure way to organize key documents and decisions. It’s easy to use, and my family knows exactly what to do.
Maria S.
Estate360 helped our partners document key directives and keep essential records organized. It’s streamlined continuity planning reduced uncertainty for everyone.
Features built for clarity, security and peace of mind
Ready to get started?
Choose the path that’s right for you
