© 2019 Legacy Concierge LLC

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Securing your information.

We provide worry-free security of assets and electronic records in cyberspace upon death. Our custom-engineered and automated service prevents fraud and swiftly locks down our client’s digital footprint.

Securing your information.

We provide worry-free security of assets and electronic records in cyberspace upon death. Our custom-engineered and automated service prevents fraud and swiftly locks down our client’s digital footprint.

Identifying what's important.

Our custom system helps navigate to the documentation that is most important for protecting your wealth and digital footprint. 

 

Save time assembling complete, correct and current information about any estate. We secure access to all of your important data, documents, digital assets, and electronic records ensuring you're up to date.

Securing your information.

We provide worry-free security of assets and electronic records in cyberspace upon death. Our custom-engineered and automated service prevents fraud and swiftly locks down our client’s digital footprint.

We will identify you when items require updating and remind you to store information as your situation changes. 

Resolving your matters.

When the time comes, we are ready to help resolve matters with your accounts. We will work with your family, fiduciary, and/or executor to ensure your wishes are carried out as we systematically close and resolve accounts stored in your vault. 

Ready for your organization

Our custom system was built with the support of legal professionals who daily navigate to the documentation that is most important for protecting client wealth and digital footprint. 

 

Save time assembling complete, correct and current information about any estate. We secure access to all of your important data, documents, digital assets, and electronic records ensuring your accounts are current.

Secure client information.

We provide worry-free security of assets and electronic records in cyberspace upon death. Our custom-engineered and automated service prevents fraud and swiftly locks down our client’s digital footprint.

We will identify client's or paralegals directly when client items require updating and provide best practices to store information as a client's situation changes. 

Resolve client matters.

When the time comes, we are ready to help resolve matters of client accounts. We work with fiduciaries and/or executors to ensure all wishes are carried out as we systematically close and resolve accounts stored in client vaults. 

RESOLUTION 

We save legal practices a minimum of 120 hours to locate, manage, facilitate, and close client accounts. At our affordable prices, we add value to your practice.  Our platform takes care of many accounts automatically. We prevent waste, fraud and abuse of your client's legacy by protecting their assets once we know they have passed.

The average person under 70 years old has over 160 digital accounts.

With hackers looking for any opportunity to find an easy steal, we resolve your digital footprint and alert executor or successors that all accounts are secured.

PROTECT WILLS, TRUST & ESTATE

DOCUMENTS

Gather and store client documents of value, including those which identify assets and estate elements they care about. We store documents identifying collections, artwork, real estate, and anything of value to our clients. 

WHEN IT'S TIME, WE LOCK DOWN ACCOUNTS

When it's time to protect accounts, we ensure fraudsters and identity thieves do not have access to accounts and cannot impersonate those who have permission to access your accounts. We keep client information safe and secure once it's time to close and resolve accounts.

AUTOMATIC CLOSURE FOR ACCOUNTS

For the digital footprint, we can systematically resolve accounts, taking swift action to cancel subscriptions, notify of death or emergency, change social media profiles, and ensure your identity is protected and the right organizations are alerted of the changed status.

Everyday, we work with Trust & Estate attorneys, institutional trustees, wealth managers, financial planners, family offices, caregivers, funeral homes, human resources offices, and more to make sure there is a plan in place. 

When it comes to resolution, we work with successors, executors, attorneys, administrators, fiduciaries, personal representatives and more to ensure the loved one's legacy is protected exactly as they wished.