Join the Legacy partner program

Legacy offers gifting automation, giving your clients a high degree of control over gifting at minimal cost. Ideal for your small clients, and for large clients that need to highly control a small dollar amount.

Account opening in minutes

Your clients can open their own accounts without cumbersome paperwork.

Sophisticated online configurator

Your clients can configure their accounts to meet their specific needs for gifting.

Intuitive partner dashboard

Use a single dashboard to gain the insights you need to manage your clients.


Join the Legacy Advisory Board

Our mission is to use technology to preserve family continuity. Our gifting platform complements your advice with an advanced trust bank account and our sophisticated gifting software.

We need your feedback to achieve our goals, and help our shared clients build their legacy. Become a partner, and we'll add you to our advisory mailing list, giving you early access to new features and a direct line into our product team.

Create your free partner account today

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.

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