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Create a free Legacy fund

Stop paying up to $5,000 for an estate plan.

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Setup your Legacy account in just a few easy steps.

Your online account is ready to go in minutes.

01

We'll learn a bit about your family.

Who in your life needs a safety net? Who needs fiscal discipline? Who needs courage and joy?

02

We'll help you build a gifting plan.

Based on your answers we'll recommend a gifting plan designed for your preferences and time horizon.

03

Then, we serve as your trustee.

We control and safe keep everything in your account, distribute gifts according to your plan, and maintain detailed records.

All the features you want; none of the hourly fees.

Legacy automates all the hassles of estate planning.

Total online control over your Legacy fund

Choose from over 20 gifting options for each family member, or create a completely custom gifting plan.

Instantly transfer money in or out

Securely link your bank account to add money to your balance, and transfer money back to your bank anytime.

Put gifts on autopilot

Legacy uses a Totten trust to ensure gifts are delivered, without interference from a probate court or family.

Unlimited 24x7 toll-free support

Call, chat or email us any day of the week and we’ll help get you set up or bring your gifting plan to the next level.

Dozens of apps.

Legacy has partnered with dozens of vendors to ensure you have a seamless experience.

Give heirlooms

Transfer a property schedule into your Legacy account, for jewelry, furniture and collectibles. Assign a holder for the physical property, until it's ready to be delivered.

Transfer deeds

Transfer property for homes and cars into your Legacy account. Gift them to family as you would money. Combine with other apps to create conditions.

Conditional gifts

Require volunteering or other good behavior, before gifts are delivered. Redirect gifts, if conditions are not met within a preset time limit. Create a waterfall of conditions.

Send better gifts

Stop sending bad gifts to family. Invite them to create a gift registry. Then add money to prefund gifts. We'll then choose timely gifts from the registry, and manage delivery.

Prefund expenses

Make funds available immediately for emergencies, for your family to pay living, medical and funeral expenses. This app can be set to supersede other apps, in case of emergency.

Recurring gifts

Kids learn the hard way that money is even harder to keep than it was to make. Protect them from themselves by setting up recurring monthly or annual gifts.

Send messages

Upload text messages, photos, videos and documents to be shared on future birthdays, holidays and special occasions. This app makes all this easy, and ensures delivery.

Give to a charity

Designate a charity as a family member in your account. Then you can send gifts to them as you would other family members. Combine with other apps to create conditions.

Shield assets

For high-risk professionals such as doctors, attorneys and business owners, add an extra layer of protection to your account with a Nevada Asset Protection Trust.

Family matching

The average employer matches almost 5% of contributions to a retirement account. This buy-one-get-one-free deal is hard to beat. Pick up where employers leave off.

From prefunding expenses, putting birthday presents on autopilot, and a family matching program, Legacy has everything you need.

Legacy has partnered with dozens of different vendors to ensure you have a seamless experience online. Setup a free account and talk with one of our knowledgeable Legacy support gurus.

Legacy is free and always will be

We don't charge any monthly, transaction, deposit or advisory fees. We make money in the same way banks do: by re-lending the money we have on deposit, and making interest on the loans we issue from those deposits. Also like banks, your deposits are FDIC-insured, up to $1.5 milllion.

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Billionaire estate planning. Now available to you.

Wealth rarely survives three generations. Good legal and tax planning will not change this. The problem is typically communication breakdown within the family, and unprepared children.

At Legacy, we believe the solution is setting up a technology-driven gifting plan that secures your role as your family's stress buffer, watchdog, arbitrator, family historian and supporter.

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FDIC-insured up to $1.5 million

Legacy is a secure place to transfer your assets. You remain in control of your account until you become incapacitated or pass away. At that point, Legacy picks up where you left off—assuming responsibility for administering your gifting plan, and helping you maintain family continuity.

BUSINESS SOLUTIONS

Looking for a smarter business solution?

Legacy for Advisors

Are you an advisor yourself? See how Legacy for Advisors helps advisors use our platform to achieve clients’ goals.

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Create a free Legacy account, and explore all the tools and services you need to start, plan, and grow your family legacy.

This website is operated and maintained by Legacy, a division of Olam Capital, Inc. The information provided is educational only and is not investment or tax advice.

© 2019 Olam Capital, Inc. All rights reserved.