Help Them Secure What You Helped Them Build
Future-proof your client relationships with a differentiated estate planning and life monitoring solution.
Your clients trust you with their most important assets. When you help them centralize, protect and deliver the information that matters most with LegacyArmour’s intelligent cloud-based platform, you secure their peace of mind and your value.
Attract, Close and Retain More Business
Use an end-to-end legacy and estate planning solution to build trust and affinity with your current clients while improving lead generation with differentiated value.
Strengthen Client Relationships
You’ve already helped your clients create and build their legacies. Extend their journey with you by helping them secure, centralize and manage important assets.
Communicate More Effectively
You’ll be notified whenever clients make changes to their digital vaults or legacy plans, enabling proactive communication about what’s most important to them.
Set Your Business Apart
Your competitors offer the same services you do. Digital legacy planning adds a differentiated layer to the value you provide, helping you close new business faster.
Simplify Legacy Planning and Delivery for Your Clients
An intuitive, friction-free process helps your clients secure their legal, financial, healthcare and personal information in encrypted digital vaults. Intelligent life-monitoring capabilities ensure timely delivery to designated recipients.
Set up your personalized LegacyArmour advisor account and dashboard.
Provide secure vaults to as many clients as you wish, at no cost to them.
Open a digital vault for each client containing their financial accounts.
Get notified when clients make any changes, so you can proactively check in.
As their delegate, help them designate the future recipients of their vaults.
Reach out to warm prospects using the recipient contact information provided.
Build Better Relationships With Key Legacy Asset Planning Tools
Quickly and easily meet your clients’ legacy management and estate planning needs with a suite of innovative features on the LegacyArmour platform.
Custom Advisor Portal
View your full client list, as well as their legacy planning progress and any recent activity, from your dashboard.
Ensure your clients’ assets are protected with zero-knowledge encryption and secure passphrases.
Estate Planning Templates
Empower clients to create, notarize and secure important documents, like a living will and power of attorney.
Legacy Planning Checklist
Make sure your clients protect all of their essential information, including photos and social media accounts.
Digital Life Monitoring
Help clients automate the delivery of their legacy information with AI-powered monitoring and live outreach.
Stay top-of-mind for clients with your business information printed on their health and medical directive cards.
Differentiate Your Business With LegacyArmour
Get in touch with us to learn more about how you can improve client relationships, close new business and set yourself apart with an end-to-end legacy asset planning solution.