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.
Company Details
- Employees
- 1
- Founded
- 2018
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://legacyfoundry.net/
- Competitors
- Intuit, Lightship, Checkr, Inc..
Legacy Foundry Questions
Legacy Foundry's website is https://legacyfoundry.net/
Legacy Foundry's LinkedIn profile is https://www.linkedin.com/company/legacyfoundry
Legacy Foundry has
1 employees.
View email and phone details for 1
employees at Legacy Foundry.
Legacy Foundry's industry is
Financial Services
Legacy Foundry's categories are Financial Services
Legacy Foundry's founding year is 2018
