The value to our professional advisors

1. Securely store your clients' most important information, such as wills & trusts, passwords, location of documents, and more.

2. Retain and connect with clients, ensure their information is up to date

3. Meet new customers who want to secure their legacy with a smart plan*

* Legosy will never share customer information. Customers have the option to search for and connect with advisors to learn about wills, trusts, financial plans, life insurance strategies, and more.

Legosy is a new way to securely store your clients' most important information and develop a deeper relationship with them. Legosy can be offered as a value added service for your clients. Professional segments include: CPAs, Lawyers, Financial Planners, and banks.

Interested in becoming an advisor in the Legosy network?