Estate planning is about much more than creating a will.
It's about making sure the people you love can easily find the information they'll someday need, understand your wishes, and confidently carry out your plans.
eLegacy brings together AI-assisted estate planning, secure document storage, financial organization, beneficiary management, digital legacy planning, trusted access, and lifetime estate management into one secure platform.
Instead of scattered paperwork, forgotten passwords, and unanswered questions, everything is organized in one place—ready whenever it's needed.
Whether you're beginning your first estate plan or maintaining one you've had for years, eLegacy grows with you through every stage of life.
đź‘‹ Hello, Michael!
7
Documents
8
Assets
5
Beneficiaries
4
Identity Vault
2
Notifications
Estate Readiness
Your Estate Score
Recent Activity
Revocable Living Trust executed
2 days ago
Jennifer Anderson added as beneficiary
1 week ago
401(k) account updated
2 weeks ago
Estate planning isn't one task.
It's a collection of important responsibilities that continue throughout your lifetime.
Rather than managing documents, finances, beneficiaries, passwords, insurance policies, and final wishes across multiple applications, eLegacy brings everything together into one secure, organized platform.
Explore the six core areas that make up your complete estate.
Create and maintain professionally organized estate planning documents with guidance every step of the way.
Includes
Organize every important document, record, and personal asset in one secure location that's easy to maintain and even easier for your loved ones to navigate.
Includes
Ensure the right people receive the right assets while clearly documenting the roles and responsibilities that support your estate plan.
Includes
Manage the digital side of your life just as carefully as the physical one.
Includes
Give trusted individuals secure access to the information they need while maintaining complete control over what is shared and when.
Includes
Estate planning is never truly finished. As your life changes, eLegacy helps you review, update, monitor, and improve your estate over time.
Includes
Every section of eLegacy is designed to work together, giving you a complete estate management experience instead of a collection of disconnected tools.
Whether you're preparing your first estate plan or maintaining one for decades to come, eLegacy grows alongside your life.
Most people don't know what they're missing until it's too late.
Important documents may be incomplete. Beneficiaries may be outdated. Insurance policies may no longer reflect your wishes. Critical contacts may be missing.
Estate planning isn't simply about completing documents. It's about knowing your family can confidently move forward when the unexpected happens.
That's exactly what Estate Readiness is designed to measure.
As information changes throughout your life, Estate Readiness continually evaluates your estate and helps identify opportunities to strengthen it.
Examples include:
Rather than simply storing information, eLegacy helps you understand what still needs attention.
Estate Readiness
Your Estate Score
Recommendations
A completed will doesn't necessarily mean an estate is complete.
Estate Readiness helps transform estate planning from a one-time event into an ongoing process of protecting the people you love.
Preparation isn't measured by how many documents you have. It's measured by how confidently your family could move forward if they ever needed to.
Most estate planning solutions focus on helping you create documents.
eLegacy goes further.
We help you organize, protect, maintain, and preserve every part of your estate so your loved ones have clarity when they need it most.
Estate planning isn't just about preparing for tomorrow.
It's about making life easier for the people you care about.
Secure 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 →Bring together legal documents, financial information, insurance policies, digital assets, identity records, and estate contacts in one secure, organized location.
No more searching across multiple apps, filing cabinets, or forgotten folders.
Whether you're creating your first will or updating a decades-old estate plan, eLegacy guides you through the process with AI-assisted planning, helpful recommendations, and ongoing Estate Readiness reviews.
Families change. Assets change. Laws change. Your estate should evolve with them.
eLegacy helps you maintain your estate over time instead of treating planning as a one-time event.
Every feature in eLegacy exists for one purpose: To reduce confusion, uncertainty, and stress for the people you'll someday leave behind.
That's the reason we built this platform—and it's the standard by which every new feature is measured.
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?
Technology alone doesn't create peace of mind.
Preparation does.
Our goal is to give every family the confidence of knowing that when the unexpected happens, the information they need will already be organized, protected, and ready.
Preparing today can make an extraordinary difference tomorrow.
Whether you're organizing your first estate plan or improving one you've had for years, eLegacy is here to help every step of the way.