Protecting your family's most important information is our highest priority. Every feature within eLegacy is designed with privacy, security, and controlled access in mind.
Last updated: August 2026
The core protections built into every eLegacy account.
Security isn't a feature at eLegacy—it is a responsibility.
Families trust us with some of the most personal and important information they own. That trust influences every decision we make, from how information is stored to how it is shared and who is allowed to access it.
Every feature within eLegacy is designed with a single goal in mind: helping protect your information while ensuring the people you authorize can access what they need when the time is right.
Rather than treating security as something added after development, we designed it as a core part of the platform from the very beginning. Identity management, document storage, estate roles, secure sharing, beneficiary access, and account permissions all work together to help safeguard your information throughout your estate planning journey.
Whether you're organizing your estate today or preparing your family for tomorrow, our commitment remains the same:
Protect your information. Respect your privacy. Give you control.
Good to Know
Security is not limited to one feature within eLegacy. It is built into every major workflow—from creating your estate plan to securely sharing information with the people you trust.
When you store information in eLegacy, protecting it becomes one of our highest priorities.
From the moment information is transmitted to the platform until it is securely stored, multiple layers of protection work together to help safeguard your estate information.
These protections include secure communication between your device and our platform, encrypted storage of your information, authenticated user access, and carefully controlled permissions that determine who can view or manage specific information.
Just as important, eLegacy is designed so that you remain in control. You decide who can access your information, when they can access it, and what they are allowed to see. Access is never granted automatically—it is based on the permissions and relationships you establish within your estate plan.
While no online service can promise absolute security, we continuously strive to follow modern security practices and design our platform to help protect your information throughout its lifecycle.
The platform is designed to securely organize many types of important estate information, including:
Privacy Tip
One of the best ways to protect your family is to keep your estate information organized before it is needed. Updating your information regularly helps ensure the people you've chosen can access accurate, current information when the time comes.
At eLegacy, protecting your information isn't just about securing data—it's about ensuring the right people have access to the right information at the right time.
Every estate is unique. Some people need access immediately, while others should only receive information after specific events or with your explicit authorization. That's why eLegacy is built around a role-based access model rather than a one-size-fits-all approach.
As you build your estate, you decide who serves in important roles such as Grantor, Co-Grantor, Executor, Co-Executor, Trustee, Power of Attorney, Healthcare Agent, Guardian, Beneficiary, and trusted professional advisors. Each role supports different responsibilities within your estate plan and helps organize how information is managed throughout the platform.
Additional features—including Trusted Access, Emergency Access, Secure Sharing, and the Beneficiary Portal—provide controlled ways to share information when appropriate while helping prevent unnecessary or unintended access.
You remain in control of these permissions and may review or update them as your estate plan evolves.
Throughout eLegacy, access is guided by the choices you make—not by assumptions.
Examples include:
Did You Know?
Many estate planning platforms focus primarily on document creation. eLegacy goes a step further by helping you organize, manage, and control access to the information surrounding those documents throughout your estate planning journey.
Your identity is the foundation of your estate plan. That's why eLegacy includes a dedicated Identity Vault designed to securely organize the documents that establish and verify who you are.
Rather than scattering important records across filing cabinets, safes, or multiple online accounts, the Identity Vault provides a centralized location for storing government-issued identity documents and other essential personal records tied to your estate.
Identity documents are often among the first items needed during major life events, estate administration, and identity verification. Having them securely organized can help reduce unnecessary delays and make it easier for the people you've authorized to locate critical information when it matters most.
For joint estates, each Grantor maintains an independent Identity Vault. This allows both individuals to securely manage their own identity documents while keeping records clearly organized and associated with the correct person.
The Identity Vault is designed to securely organize records such as:
Some document types may not apply to every individual. eLegacy allows you to indicate when a document is Not Applicable, ensuring your Identity Vault and readiness indicators accurately reflect your personal circumstances.
Good to Know
The Identity Vault is designed specifically for personal identity documents. Financial records, legal documents, insurance policies, passwords, and other estate information are organized in their own dedicated areas throughout the platform.
Identity Vault
While the Identity Vault focuses on proving who you are, the Secure Vault is designed to help organize the important information that supports your entire estate.
Rather than storing everything in one place, eLegacy organizes sensitive information into dedicated categories so it remains easy to locate, manage, and maintain throughout your lifetime.
The Secure Vault acts as a central gateway to these categories, helping you monitor the completeness of your estate while keeping related information organized in the areas where it naturally belongs.
Whether you're reviewing financial accounts, insurance policies, legal documents, digital accounts, or key contacts, the Secure Vault provides a convenient overview of your estate's most important information without duplicating or moving your records.
The Secure Vault provides quick access to important areas of your estate, including:
Each area continues to manage its own records while the Secure Vault provides a single location for monitoring the overall security and organization of your estate.
Privacy Tip
A well-organized estate is easier to maintain than one assembled at the last minute. Periodically reviewing your Secure Vault helps ensure important information remains complete, accurate, and available when it's needed.
Secure Vault
The Beneficiary Portal is designed to provide a secure, controlled way for beneficiaries to access information that has been intentionally shared with them.
Unlike traditional document sharing, beneficiaries do not automatically receive unrestricted access to your estate. Instead, access is managed through a staged process that helps ensure information is only made available when appropriate and according to your wishes.
Every invitation is tied to a specific beneficiary and requires identity verification before access can be established. Depending on your estate plan and the stage of access you've authorized, beneficiaries may receive limited information during your lifetime or additional information when specific release conditions have been satisfied.
This approach helps balance two important goals: making information available when it is genuinely needed while continuing to protect information that should remain private.
The Beneficiary Portal follows a controlled access lifecycle designed to protect both your privacy and your intentions. The general process includes:
Every stage is designed to ensure beneficiaries receive only the information intended for them.
Did You Know?
The Beneficiary Portal is separate from Secure Share Links. Secure Share Links are designed for temporary sharing of specific information, while the Beneficiary Portal provides an ongoing, authenticated experience for beneficiaries you’ve chosen as part of your estate plan.
There are times when important estate information needs to be shared with trusted family members, professional advisors, or other individuals involved in your estate plan.
eLegacy's Secure Sharing tools are designed to make that process both simple and controlled.
Rather than giving someone unrestricted access to your estate, you can choose exactly what information to share and with whom. This helps ensure sensitive information is only available to the people you intend.
Whether you're sharing legal documents with an attorney, financial information with a trusted advisor, or selected records with family members, Secure Sharing helps you remain in control throughout the process.
Every sharing experience within eLegacy is designed around a few simple principles:
These principles help balance convenience with privacy while supporting the needs of your estate plan.
Did You Know?
eLegacy offers multiple ways to share information because every situation is different. Temporary Secure Share Links and the Beneficiary Portal serve different purposes, allowing you to choose the sharing method that best fits your needs.
Secure Sharing
eLegacy uses Stripe, one of the world's leading online payment platforms, to securely process subscription payments.
For your protection, eLegacy does not store your payment card information on its own servers. Payment information is entered and processed through Stripe's secure payment infrastructure.
Your subscription, billing history, and plan changes remain available within your account, allowing you to review your current plan, manage your subscription, and update your billing preferences whenever needed.
Whether you're starting a free trial, upgrading your plan, renewing your subscription, or changing billing intervals, your payment experience is designed to be both secure and straightforward.
Good to Know
Your subscription and payment information are managed separately from your estate information. This helps keep financial transactions isolated from the documents and records you store within eLegacy.
Billing Security
Preparing your estate is not a one-time event. It is an ongoing process that evolves throughout your life. That's why reliability is an important part of eLegacy's design.
Whether you're updating beneficiaries, organizing documents, reviewing your estate plan, or securely sharing information, the platform is designed to provide a dependable experience that grows with your needs over time.
Behind the scenes, eLegacy continuously works to maintain the integrity of your estate information through secure authentication, encrypted communications, modern cloud infrastructure, and ongoing platform maintenance.
As the platform evolves, security improvements, feature enhancements, and performance updates are carefully integrated to help ensure your information remains protected while your experience continues to improve.
Our commitment includes:
Technology will continue to evolve.
Our commitment to protecting your estate information will evolve with it.
Did You Know?
Estate planning isn't something most people complete once and never revisit. eLegacy is designed to support your estate planning journey over time, making it easier to review, update, and maintain your information as life changes.
Infrastructure
Every feature within eLegacy is built around a simple belief:
Preparing your estate today should make life easier for the people you love tomorrow.
Security is not simply about protecting documents. It is about protecting your family's ability to find answers, carry out your wishes, and move forward with confidence during one of life's most difficult moments.
Whether you're organizing your first estate plan or maintaining one you've had for years, our commitment remains the same.
We will continue building eLegacy with a focus on protecting your information, respecting your privacy, and helping you stay in control of your estate.
Because when families need answers the most, they deserve information they can trust—and a platform they can trust to protect it.
We are committed to:
Our goal has never been simply to create another estate planning application.
Our goal is to help families spend less time searching for answers and more time supporting one another.
“Protecting your legacy begins with protecting the information that tells your story.”
Thank you for trusting eLegacy with what matters most.