How It Works

  • For Advisors
  • For Families

For Advisors

Legacy Foundry is a powerful tool that helps advisors guide clients through estate planning and other end-of-life topics. Advisors gain insights into their clients’ progress and roadblocks, allowing advisors to collaborate with clients to solidify their family legacies.

Insights Dashboard

On the dashboard, advisors can view the estate planning progress made by clients and their families. Advisors can also contact clients, manage new family connections, and keep track of their own to-do list. Our advisor dashboard is designed for efficiency: in just a few minutes, advisors can effortlessly identify the best opportunities to provide value to clients and their families.

Client Communication and Education

Advisors can easily offer advice and educational resources to clients using our platform. For example, if an advisor notices that a client is struggling to upload their will, the advisor can send personalized messages, prewritten guides, or professionally produced informational videos to help the client get back on track.

Family Relationship Insights

To maximize financial advisors’ effectiveness, we provide an extensive analysis of each family’s planning process. The software offers insights into each user’s successes and struggles, allowing advisors to easily provide outstanding service to clients and their families.

Customization

Legacy Foundry is a customizable platform that caters to each advisor’s unique needs and client base. Advisors can customize their interface to display the tools they need, along with their firm’s branding and content. When the settings are properly customized, Legacy Foundry feels like home.

For Families

Families use the Legacy Foundry software to document their medical and financial wishes, curate family stories, and collaborate with family members on end-of-life plans. Everything a family needs to solidify its legacy is always just a few clicks away.

Simplify the Planning Process

Our software removes the intimidation from estate planning by helping families take small, bite-sized steps towards solidifying their legacies. Families complete financial and medical preparedness kits, checking off important milestones as they go along. It’s easy to log into the software, accomplish a goal in just a few minutes, and return later.

Education and Literacy

Legacy Foundry provides a curated repository of videos, articles, and other support resources, designed to encourage family dialogue and demystify the end-of-life planning process. Our videos and other educational materials are optimized for mobile devices and can be viewed or read in under five minutes.

Family Legacy and Values

Legacy Foundry is far more than just a repository of dry legal documents. It’s also a personal resource for families to learn more about one another and bond over a shared legacy. Quizzes and activities help families connect over shared experiences and personality traits. Family mementos, stories, genealogy, and other treasures are stored for posterity and easy access.

Document Storage and Sharing

Legacy Foundry is a customizable platform that caters to each advisor’s unique needs and client base. Advisors can customize their interface to display the tools they need, along with their firm’s branding and content. When the settings are properly customized, Legacy Foundry feels like home.

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