Your estate plan is more than a will.
Organize your documents, assets, accounts, beneficiaries and wishes in one secure place—so the people you love know what to do when it matters most.
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Asset Readiness
Estimated Net Worth
Total Net Worth
$3,835,300
Estate Readiness
Estate Distribution
Primary Beneficiaries
Contingent
Net Worth Trend
đź‘‹ Hello, Michael!
96% Ready7
Documents
8
Assets
5
Beneficiaries
4
Identity Vault
Estate Readiness
On Track · 2 actions remaining
Trust Funding
Creating the documents is only part of the plan.
A complete estate plan also means knowing what you own, where important information is kept, who you’ve chosen to help, and what you want to happen. eLegacy brings those pieces together so your plan stays organized, accessible and useful over time.
From your first document to a lifetime of updates, eLegacy helps you move through every stage of estate preparedness.
Organize
Bring everything together
Protect
Safeguard what matters
Prepare
Guide your family
Maintain
Stay ready over time
Organize Your Estate
Bring every important part of your estate into one centralized, organized dashboard—legal documents, assets, financial accounts, insurance, beneficiaries, and identity records, all in one secure place.
- Legal documents, assets, financial accounts & insurance in one view
- Track counts and status across every category at a glance
- Search and access any record from a single, organized dashboard
đź‘‹ Hello, Michael!
5
Beneficiaries
10
Contacts
3
Digital Estate
1
Estate Team
7
Finance
6
Insurance
7
Legal Documents
1
Life Wishes
8
Assets
3
Tax Returns
Protect What Matters
Store identity documents in an encrypted vault with activity visibility and secure access controls.
- Driver’s license, passport, Social Security card & birth certificate
- Encrypted storage with protection status indicators
- Multi-factor auth, secure sharing & activity tracking
Secure Vault
Identity Vault · 4 documents
Driver License
Michael Anderson
Expires 2028
Passport
Michael Anderson
Expires 2032
Social Security Card
Michael Anderson
On File
Birth Certificate
Michael Anderson
On File
Security Protections
Prepare Your Family
Assign beneficiaries with clear allocation percentages and designate estate roles so your loved ones have guidance when it matters most.
- Beneficiaries with visual allocation percentages
- Estate roles: executor, trustee, POA & healthcare agent
- Completeness tracking at a glance
Beneficiaries
3 beneficiaries · 4 estate roles
Estate Roles
Executor
Jennifer Anderson
Trustee
Jennifer Anderson
POA Financial
Jennifer Anderson
Healthcare Agent
Jennifer Anderson
Beneficiaries
Jennifer Anderson
Spouse
Emily Anderson
Child
Jacob Anderson
Child
Maintain Your Legacy
Life changes—your estate should change with it. Monitor your readiness score, track category progress, and act on recommended next steps.
- Overall Estate Readiness Score at a glance
- Category progress: legal, beneficiaries, financial & identity
- Recommended next actions to close gaps
Estate Readiness
Your Estate Score
Recommended Next Actions
Estate planning isn’t a single event—it’s an ongoing commitment to the people who matter most. eLegacy helps make that commitment easier to keep.
How It Works
Three simple steps to a complete, organized, and protected estate.
đź‘‹ Hello, Michael!
4
Docs
6
Assets
3
Ben.
4
Vault
Estate Readiness
On Track
Step 1
Build Your Estate
Securely organize your family information, beneficiaries, assets, financial accounts, insurance policies, digital assets, identity documents, and legal records.
AI Estate Guide
Who would you like to name as your primary beneficiary?
My wife, Jennifer Anderson.
What percentage of your estate should Jennifer receive?
Step 2
Answer Guided Questions
Use the AI Estate Guide to complete guided interviews and generate wills, trusts, powers of attorney, healthcare directives, and other estate planning documents.
Generated Documents
Revocable Living Trust
Last Will & Testament
Financial Power of Attorney
Healthcare Directive
Step 3
Generate & Manage Documents
Monitor your Estate Readiness Score, securely store important documents, manage beneficiary access, and ensure your loved ones have the right information when it matters most.
Why eLegacy Is Different
Traditional estate planning leaves you scattered. eLegacy brings everything together.
Traditional Estate Planning
- Paper files and filing cabinets
- Multiple disconnected systems
- Outdated documents
- No centralized organization
- Difficult family access
eLegacy
- AI-guided document generation
- Secure Identity & Estate Vaults
- Estate Readiness analysis
- Beneficiary Portal & secure sharing
- Trusted & Emergency Access
- Digital asset management
Protecting Your Information Is Part of Our Mission.
Estate planning involves some of your most personal and sensitive information. That’s why security isn’t treated as a feature added later—it’s built into every part of the eLegacy platform.
From encrypted document storage and protected identity records to controlled access, secure sharing, and modern authentication practices, every decision is guided by one goal:
Protecting the information your family trusts you to preserve.
Security Includes
Our Security Philosophy
We believe trust is earned through transparency, thoughtful design, and continuous improvement. While no online service can promise absolute security, we continually invest in modern security practices that help protect your information and support the long-term reliability of the platform.
Learn More
Rather than trying to summarize every aspect of our security practices here, we’ve created a dedicated Security Center that explains how eLegacy protects your information and why those protections matter.
Explore Our Security CenterSecure Vault
All your sensitive information encrypted and organized in one secure location.
Fully Encrypted
All documents and passwords are encrypted at rest and in transit
Security Status
Complete
Protected Categories
Digital Accounts & Passwords
0 items
Financial Accounts
5 items
Insurance Policies
2 items
Legal Documents
4 items
Key Contacts
9 items
Recent Activity on This Device
This log is stored locally in your browser and is not shared across devices or considered an official audit trail.
No recent activity recorded on this device
Emergency Access Setup
Designate trusted contacts who can access this vault in emergencies.
Configure Emergency Access →Secure Vault
Encrypted storage, identity records, secure sharing, and audit activity.
Protecting your legacy begins with protecting the information that tells your story.
Built From Personal Experience.
Stefon M. Jubar
Founder & CEO · USAF Veteran
eLegacy began with a family facing one of life’s most difficult moments.
When our brother passed away unexpectedly, my sister was appointed administrator of his estate. Instead of having time to grieve, she faced the overwhelming responsibility of locating documents, contacting financial institutions, and searching for records that should have been readily available.
Watching everything unfold, I found myself asking a simple question: Why is this still so difficult?
That question became the foundation for eLegacy.