Helps financial planners grow their book of business while offering clients a mobile solution to preserve their legacy.
Boasting 11 layers of security, the Legacy Book app is designed to safeguard the most sensitive types of data.
Better planning thanks to tools that capture where the client’s life is during a particular point of their journey, along with what their current aspirations are.
Uniquely available 24/7 in the palm of your hand, so information can be added in real time as life changes.
We developed LegacyBook to give advisers the premier solution to help clients capture and preserve their personal legacies.
Every age. Every life phase. Building your legacy begins now.
From the moment we are born and lasting well beyond our last breath, life is full of challenges and meaningful moments. Many wait to capture those moments until they transition into retirement. As clients prepare for the many transitions during modern aging, they often collect and gather information about their lives to pass on to future generations while stressing about the ability to live out their golden years in the way they wish. Often, their efforts fall short of expectations.
Here at Legacy Book, we believe the process starts with a trusted advisor. That’s why we developed Legacy Book – to provide the premier solution for advisers to help their clients capture and preserve their personal legacies.
Innovative tool. Optimal client engagement.
LegacyBook is new, innovative product for financial professionals and their clients. LegacyBook will enhance the planning process while creating a delightful experience for those nearing and already enjoying retirement. Legacy data comes from two types of sources - financial institutions and the client. Our trademarked process steps the advisor’s team through a large portion of data entry. The use of puzzle symbology and user delight walks clients through their portion of data input. Financial advisors are set-up for success with in-app video training on the LegacyBook tools, including in-app notifications, to optimize engagement with clients.
No more burdensome tools and failed processes. A comprehensive solution is finally here.
LegacyBook combines world-class technology with decades of financial and estate advising experience to guide advisors through a step-by-step process to succinctly identify and capture a client’s legacy. Advisors benefit by removing product-specific tools and tedious fill-in-the-blank binders from their tool set while building better relationships with their clients.
Never before has there been a solution that reflects unique legacies and can be completed anytime, anywhere. Now they can inside the secure LegacyBook app.
We believe legacy is a verb, not a noun. Become a LegacyBook adviser and raise the bar for your clients by giving them a process to help them identify and pass on their legacy, not just leave one behind.
Elevate your status and join the LegacyBook Team!
LegacyBook offers customization to your client’s unique situation. Share with your clients and see how LegacyBook helps grow your success.
The LegacyBook process uniquely positions financial advisors with a full-view of their client’s book of business. This creates opportunities for you to strengthen client loyalty, generate new business, and increase referrals.
“When the patriarch of our family passed away, we were left with love, unrecorded memories, and an organized estate filing system. Unfortunately, the filing system was filled with outdated information. 3 years later, we are still processing some of the estate. I joined the Legacy Book team so I can help families. I don’t want anyone to have to go through the painful experience I did.”