For Financial Professionals

Your clients' legacies,
always protected.

LegacyLink gives financial advisors a real-time window into their clients' estate vaults — with zero extra work for you or them.

See every vault, condition, and upcoming release across your entire client book — in real time.

Get notified the moment a client goes quiet, a vault nears release, or a condition needs review.

Invite clients directly from your dashboard. They are protected within minutes, not weeks.

Whether you're at a major firm or running an independent practice, LegacyLink fits your workflow.

Raymond JamesEdward JonesHarbourfront WealthInvestors GroupIG Wealth ManagementIndependent Advisors

Ready to protect your clients' legacies?