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.
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.
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 confidential now and share it only after you've passed?