Legacy Foundry

We help families and advisors

Planning for aging and end-of-life can be challenging. Legacy Foundry is here to help. Our secure, web-based platform provides tools and resources to streamline end-of-life conversations and decisions.

The Legacy Foundry Approach

LEARN

● Develop a deeper understanding of end-of-life planning

● Gain insight into the family’s values, psychology, and motivations

Decide

● Make decisions that align with each family member’s values

● Collaborate with family and advisors to make choices about finances, end-of-life care, and inheritance

Document

● Preserve family legacy by storing digital keepsakes, medical directives, and financial plans in our secure online vault

● Cutting-edge security gives users full control over personal information

Discuss

● Avoid surprises by discussing healthcare, financial, and lifestyle wishes with the entire family

● Facilitate family cohesion and peace of mind through guided discussions on crucial topics

LEARN

● Develop a deeper understanding of end-of-life planning

● Gain insight into the family’s values, psychology, and motivations

Decide

● Make decisions that align with each family member’s values

● Collaborate with family and advisors to make choices about finances, end-of-life care, and inheritance

Document

● Preserve family legacy by storing digital keepsakes, medical directives, and financial plans in our secure online vault

● Cutting-edge security gives users full control over personal information

Discuss

● Avoid surprises by discussing healthcare, financial, and lifestyle wishes with the entire family

● Facilitate family cohesion and peace of mind through guided discussions on crucial topics

Personality profiles deepen families’ understanding of their end-of-life planning goals

Educational resources demystify end-of-life planning and promote family conversations

Curated treasures such as photos, stories, and videos help families connect with their legacy

Advisors can track family progress and offer assistance when it is most impactful

Crucial documents are stored in our Vault at state-of-the-art levels of security

Why it matters

● 70% of wealth transfers fail, usually because families fail to communicate

● When families don’t discuss end-of-life wishes, strangers make those decisions instead

● 97% of people think it’s important to put end-of-life wishes in writing, but only 37% have actually done so

● End-of-life wishes are carried out only if those wishes are documented — and family members know where to find them

● Research shows that more than 60% of people who have not discussed end-of-life wishes are waiting for a family member to start the conversation

Why it matters

● 70% of wealth transfers fail, usually because families fail to communicate

● When families don’t discuss end-of-life wishes, strangers make those decisions instead

● 97% of people think it’s important to put end-of-life wishes in writing, but only 37% have actually done so

● End-of-life wishes are carried out only if those wishes are documented — and family members know where to find them

● Research shows that more than 60% of people who have not discussed end-of-life wishes are waiting for a family member to start the conversation

We help families and advisors

Planning for aging and end-of-life can be challenging. Legacy Foundry is here to help. Our secure, web-based platform provides tools and resources to streamline end-of-life conversations and decisions.

The Legacy Foundry Approach

LEARN

Decide

Document

Discuss

LEARN

Decide

Document

Discuss

Why it matters

Why it matters

Learn More about what Legacy Foundry can offer families and advisors

Request a Demo

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