We help families and advisors

We get it. 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

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

Learn More about what Legacy Foundry can offer families and advisors

Request a Demo

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