Legacy Foundry

LegacyFoundry is a software platform for financial advisors, clients, and their families to talk about death and dying, estate planning, and legacy. With Legacy Foundry, you will: 1. Build relationships with your clients and their family 2. Create successful wealth transfer through family conversations 3. Ensure your client’s end of life wishes are communicated and met Legacy Foundry is a family-centric advisor engagement platform that helps each family member explore their attitudes about death, medical directives and wealth transfer at their own pace via engaging, guided tour experiences and literacy resources. Using a non-threatening approach, Legacy Foundry helps you identify when families are ready to talk and then facilitate these critical conversations without the awkwardness of going in blind.