LegacyBook is the world’s premiere estate planning app. You can obtain an access code to LegacyBook by requesting an account tied to a new or existing LegacyBook professional Subscription. After receiving your initial access code from your Legacy Book™ professional, here is where you use it. Just open Legacy Book™, enter the access code, and begin the revolutionary process of organizing, capturing, preserving, and memorializing your legacy. If you're not connected with an authorized Legacy Book™ professional, simply email us with the email provided here, and we can refer you to a professional trained in the Legacy Book™ system of estate planning, preservation, and security. Your Legacy Book™ professional will then use their secure admin portal to email you or otherwise provide you with your initial access code, and you will be on your way.
The Legacy Book™ app is part of the Legacy Book System, which offers numerous data, security, and collaboration services. The Legacy Book System helps make your legacy goals a reality. Legacy Book™ helps you do this in the following ways:
Boasting 11 layers of security, Legacy Book™ is designed to safeguard the most sensitive types of data.
The app is organized and designed to work hand in hand with the implementation of the Legacy Book System.
Uniquely available 24/7, in the palm of your hand, so information can be added in real time and as life changes.
Better planning, thanks to tools that capture where your life is at, in that moment, along with what your aspirations are.
If you are a financial, legal, or tax professional and interested in how to become a part of the Legacy Book System -- email or call us, with the information provided here; or download the app and fill out the more information form in app. We qualify and authorize professionals in the financial, legal, and tax industries.
What's new in v1.02
Improved user experience.
User manual added.