Comprehensive legacy planning, simplified for advisors and clients.
"LegacyShield provides a centralized platform for RIAs to manage and streamline estate planning, legacy planning, and client communication related to end-of-life matters. The software helps advisors facilitate sensitive conversations, organize critical documents, and ensure a smooth transfer of wealth for their clients' beneficiaries. It is designed to enhance client relationships and provide a differentiated service offering."
"LegacyShield simplifies estate planning for RIAs, providing a secure platform to manage client legacies and facilitate family communication."
How LegacyShield integrates into institutional RIA stacks.
Verified native integrations connecting to LegacyShield
Actionable business intelligence for RIA operational excellence.
Simplified 401(k) implementation and management for RIAs.
Comprehensive held-away asset management for RIAs.
Unlock client loyalty with data-driven engagement.
AI-powered client engagement for modern RIAs.
AdvicePay: Modern billing for modern financial advisors.
