Prepare Today. Protect Tomorrow. Preserve Your Legacy.
Every family hopes they’ll never have to face the uncertainty that follows the loss of someone they love.
Yet every day, families search through filing cabinets, forgotten passwords, scattered financial records, insurance policies, and unanswered questions—while also trying to grieve.
It doesn’t have to be that way.
eLegacy helps you organize every important part of your estate—from legal documents and financial information to beneficiaries, digital assets, insurance policies, final wishes, and secure records—so the people you love have clarity when they need it most.
More than an estate planning application, eLegacy is a lifetime estate management platform that helps you prepare, organize, protect, and maintain everything that matters in one secure place.
Whether you’re creating your very first estate plan or improving one you’ve had for years, eLegacy grows with you through every stage of life.
See What Peace of Mind Looks Like.
When the unexpected happens, your family shouldn’t have to search through filing cabinets, forgotten passwords, scattered financial records, or unanswered questions.
The eLegacy Dashboard brings every important part of your estate together in one secure place—helping you understand what’s complete, what still needs attention, and what your loved ones will have when they need it most.
Every card below represents a different part of your estate.
Explore them to see how eLegacy keeps everything organized, connected, and ready for whatever life brings.
Explore Your Dashboard
Hover over any card to preview it. Click a card to view it in detail. Use the arrows (or swipe on touch devices) to explore all Dashboard views.
Asset Readiness
Estimated Net Worth
Total Net Worth
$3,835,300
Estate Readiness
Estate Distribution
Primary Beneficiaries
Contingent
Net Worth Trend
👋 Hello, Michael!
96% Ready7
Documents
8
Assets
5
Beneficiaries
4
Identity Vault
Estate Readiness
On Track · 2 actions remaining
Trust Funding
No credit card required · Cancel anytime
Preparing for Tomorrow Starts Today
Estate planning is more than creating legal documents—it’s about making sure your family has the information they need, exactly when they need it. eLegacy brings every important part of your estate into one secure platform, helping you stay organized today while preparing your loved ones for tomorrow.
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
👋 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 active security protections monitoring access around the clock.
- Driver’s license, passport, Social Security card & birth certificate
- Encrypted storage with active protection status badges
- Multi-factor auth, secure sharing & audit 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.
👋 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-powered legal drafting
- Secure Identity Vault
- Secure Estate Vault
- Estate Readiness analysis
- Beneficiary Portal
- Trusted & Emergency Access
- Secure document sharing
- Digital legacy 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.
Help Your Family Prepare—While Helping eLegacy Grow.
Every meaningful platform begins with a community of people who believe preparation matters. As an early eLegacy member, you’ll experience the platform before public release while helping us continue refining and improving it for families everywhere.
Your feedback won’t just improve software—it will help shape a platform designed to make estate planning more organized, more secure, and more compassionate for future generations.
What Beta Members Receive
Early Access
Explore the complete eLegacy platform before its public launch and experience new features as they're introduced.
Founding Member Recognition
As one of our earliest members, you'll always be part of the community that helped bring eLegacy to life.
Direct Influence
Your suggestions and feedback help prioritize improvements, refine workflows, and shape future features.
Legacy Pricing
As a thank-you for your support during beta, eligible founding members will retain their introductory pricing as outlined in their subscription plan.
Every improvement we make begins with listening to the people who trust us enough to be here from the beginning. We’re honored to build eLegacy alongside you.
The Next Success Story Could Be Yours.
eLegacy is currently welcoming its first generation of founding members. As our community grows, this section will become a place where members share their experiences, stories, and the peace of mind they’ve gained through better estate preparation.
Rather than filling this page with generic marketing quotes, we’d rather earn the trust of our community first.
When our members tell their stories, they’ll be real.
Real Experiences
Future member stories will highlight how eLegacy helped individuals and families organize their estate, simplify important decisions, and prepare for the unexpected.
Continuous Improvement
Many of our earliest improvements have come directly from conversations with our beta community. Listening to our members will always remain part of how eLegacy evolves.
Built Together
Every feature we improve today helps create a better experience for every family that joins tomorrow. We’re grateful to everyone helping shape the future of eLegacy.
We’re not interested in collecting testimonials—we’re interested in earning them. Thank you for considering eLegacy as part of your family’s journey.
YOUR LEGACY STARTS TODAY
Give Your Family One Less Thing to Worry About.
None of us can predict what tomorrow will bring, but we can prepare for it. Every document you organize, every beneficiary you update, every password you secure, and every decision you record is a gift to the people who may one day need it most.
Estate planning isn’t about expecting the worst—it’s about caring enough to prepare for the future. That’s why eLegacy exists.
We’re here to help you organize, protect, and preserve what matters most—so your family can spend less time searching for answers and more time supporting one another.
Join the growing community of individuals and families who believe that preparation is one of the greatest gifts they can leave behind.
Prepare today. Protect tomorrow. Preserve your legacy.