Legacy Locker - Estate Planners
Estate Planners and Professionals
If you are an estate planner, financial planner, or trusts & estates attorney then you know how vital it is to plan for the future disposition of assets in the event of a clients death or incapacitation. Legacy Locker is a safe, secure repository for digital property that lets one grant access to online assets for friends and loved ones in case of death or disability.
While the work you do today helps your clients prepare their physical assets, there's virtually nothing in place for dealing with online assets. By now you've probably already experienced a circumstance where a bereaved client has tried to gain access to the online accounts of a loved one who has passed away, and found that many online companies and websites are ill prepared or simply unwilling to grant access to anyone but the account holder. Legacy Locker is a new tool for you to use in building an estate plan for your clients.
We use a completely secure and independent system with greater than bank-level security to ensure that our customers’ private information stays secure and is accessible only by them. We help them, and you, prepare for the eventual dispersal of their assets, including access to their online accounts.
Our mission is to help our clients prepare for the future, and we feel that aligns well with your mission. If you’re interested in learning more about Legacy Locker, please click here to get in touch. We want you to stay at the top of your field, and help you prepare your clients for the future.
Below is a video of a recent panel discussion with the company founder Jeremy Toeman at the 2009 ABA Joint RPTE Tax CLE Conference in Chicago: