LegacyShield
HQ Address
100 Executive Way, Suite 105, Ponte Vedra Beach, Florida 32082, United States
Website Address
Business introduction
Keep everything organized, secure & available to you and your family now and when it's needed most
LegacyShield's® unique organizing and sharing capabilities keep you in control today and allow you to predetermine future access to others based on life events, essentially acting as a personal administrator
Build your team
Your team can include anyone you choose, from your financial advisor to a trusted friend. Add the people who provide guidance and support for you and your family and anyone else whom you like.
Upload
LegacyShield® can store and organize whatever you need it to. Upload documents like your will, birth certificate, and life insurance policies. Input essential information such as bank and retirement accounts. Write life stories, document family traditions and even specify your final wishes.
Set permissions
Determine who should have access to your information and when. Are there important documents that your spouse should have access to now? Are there stories you want to share with your young children 15 years from now? Or do you prefer to keep things confidential now and share them only after you've passed?
LegacyShield Solutions
LegacyShield
Standing out from the crowd and adding greater value has never been easier. Customize Every company uses LegacyShield® differently to generate a unique experience. You decide the client experience. From co-branding to onboarding, we enable you to carry out your vision. Provide added value to your customers and advisors Stand out by providing advisors with......
