ENGAGE

Getting Started

Has never been so easy with our Fast 5 process. Your clients are ready to capture and preserve their legacies in a matter of minutes.

Fast 5

It’s 5 easy steps to get your clients started

activate

Receive an activiation code

download

Download & launch the app

login

Login with activation Code

setup

Set up two-factor authentication

perserve

Preserve legacy

Real Time Updates

Integrate with your current systems to enable real-time updates in and out of LegacyBook®.

Custimize LegacyBook® to fit Your Needs

Fully customizable interface based on your company’s needs. Keep your branding and color scheme intact and let LegacyBook power the experience of your clients.

Consistent Engagement

Clients receive automatic notifications and reminders right from the app. Feel the freedom that comes from technology designed to deepen personal connections and encourage your clients to continue the journey of preserving their legacy.