The Estate Registry
- Company typePrivate
- Founded-
- HeadquartersWilmington, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingSoftware
The Estate Registry firmographics
Firmographics- Name
- The Estate Registry
- Legal name
- The Estate Registry
- Website
- https://estate-registry.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
The Estate Registry industry classification
Industry- Product category
- Digital Estate Management Platform
- NAICS
- Trusts, Estates, and Agency Accounts (525920), Trusts, Estates, and Agency Accounts (52592)
- akta.pro primary industry
- Estate & Probate Administration Services (FSAEAKAD)
- akta.pro secondary industries
- Estate Administration & Probate Services (FSAAANAE), Estate & Legacy Planning Advisory (FSAEAAAG)
Keywords
Where The Estate Registry is headquartered
LocationHeadquarters
- HQ city
- Wilmington
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
The Estate Registry business model
Business model- GTM type
- B2B and B2C
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- InheritNOW Inheritance Advances: The Estate Registry evaluates the details of an inheritance and offers an advance to beneficiaries. Funds are delivered in as little as 24 hours via electronic transfer or overnight check. The company assumes the risk of waiting for the estate to close and is compensated directly from the estate based on a mutually agreed arrangement. The advance is not structured as a loan and requires no repayment from the beneficiary.
- LegacyNOW Employer/Broker Benefit Subscriptions: LegacyNOW is offered as an employer-sponsored or broker-sold voluntary benefit, priced on a per-employee-per-month model with volume discounts for larger clients. Implementation is typically 4–6 weeks with no ongoing HR burden post-launch. Revenue is recurring based on covered employee headcount.
- NotifyNOW Subscription for Financial Institutions: NotifyNOW is sold to financial institutions and service providers as an integrated notification service that automatically delivers death notifications, eliminating manual outreach by grieving families. Revenue model is subscription-based, integrated as part of the estate services ecosystem.
- Partner Referral Fees: The Estate Registry generates referral-based revenue through partnerships with wealth managers, insurance companies, retirement/pension plans, funeral professionals, and estate attorneys, who refer clients to The Estate Registry's services. Revenue is derived from new client referrals and ongoing service usage.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | LegacyNOW employer benefit — per-employee-per-month subscription |
| Subscription | Monthly | LegacyNOW broker partner revenue — high-value recurring commission |
| Transaction based/ take rate | Pay-as-you-go | InheritNOW inheritance advances — no fees disclosed |
Go-to-market motion3 records
Distribution channels5 records
Marketing channels6 records
The Estate Registry product offering
Product offeringCore offering
The Estate Registry operates a cloud-based digital estate management platform offering three integrated products: LegacyNOW provides a blockchain-encrypted digital vault for storing estate documents and lifecycle management; NotifyNOW automates death notifications to over 2,000 subscribed creditors, utilities, and vendors from a single death certificate upload; and InheritNOW provides inheritance advances to beneficiaries in as little as 24 hours, eliminating the need to wait for probate. The platform is sold direct-to-consumer, through employer voluntary benefit programs, via brokers, and through partnerships with financial institutions and professional service providers.
Product overview
The Estate Registry is a cloud-based estate management platform that offers a suite of three integrated products: LegacyNOW (digital estate planning and lifecycle management with secure document vault), NotifyNOW (automated death notification to creditors and service providers), and InheritNOW (inheritance advances for immediate liquidity). These products work together to help wealth advisors, funeral professionals, estate planners, attorneys, and executors navigate the estate process—from planning and document storage through death notifications to fund distribution.
Differentiator
Problem solved
Functional benefit
Brands
- LegacyNOW: Digital estate planning and lifecycle-management system providing a secure encrypted digital vault for storing important documents and estate planning information.
- NotifyNOW
- InheritNOW
Products and services
- LegacyNOW
Quantifiable outcome
- Inheritance funds delivered in as little as 24 hours, eliminating probate waiting periods
- +6 more outcomes
Companies that use The Estate Registry
Customer profileNamed customers2 records
Segments5 records
Ideal customer profiles5 records
The Estate Registry technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature5 records
The Estate Registry partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core and minor.
- Kings Court TrustcoreProbate specialist Kings Court Trust (which has helped over 40,000 families navigate probate) formed a partnership with InheritNOW (a service of The Estate Registry) to provide financial assistance and administrative support to bereaved families in the UK. The collaboration enables families to access immediate funds for funeral costs and other expenses before probate is granted, while also offering NotifyNOW for digital notifications to over 2,000 companies in a single action, reducing administrative burden on grieving relatives.
- TER Partners (Employer Program)coreThe Estate Registry operates an employer partner program (TER Partners) offering LegacyNOW as an employee voluntary benefit. Employers offer the digital estate planning platform to employees to close the trust gap in financial wellness benefits. The program includes SOC 2 Type I/II certified vaults, co-branded portals, implementation support, and ongoing success management. 87% of employers believe they demonstrate care for employees, but only 52% of employees feel it — the program addresses this gap.
- TER Partners (Broker Program)coreThe Estate Registry operates a broker partner program targeting employee benefits brokers who sell LegacyNOW and NotifyNOW to mid-market and enterprise clients (500+ employees). Partners receive competitive recurring commission, co-branded materials, talking points, and presentation materials. Revenue is high-value recurring based on per-employee-per-month pricing. The program targets employers in professional services, healthcare, financial services, and technology sectors.
- Wealth Management and Insurance CompaniesminorPartnerships with wealth managers, insurance companies, and retirement/pension plans who refer clients to The Estate Registry. These professional service providers offer The Estate Registry's digital estate planning platform to their clients as a complement to their existing services, creating new revenue streams and strengthening client relationships. Co-branded web portals enhance partner branding while providing clients with comprehensive estate management tools.
- Funeral ProfessionalsminorPartnerships with funeral professionals who refer bereaved families to The Estate Registry's services at a critical moment. Funeral directors can offer clients access to LegacyNOW (for estate planning), NotifyNOW (for creditor notifications), and InheritNOW (for immediate inheritance funds), providing additional value beyond the funeral service itself. Partners benefit from new revenue streams at little to no cost.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
The Estate Registry competitors and assessment
Company assessmentDirect peers
- Wealth.com: Digital estate planning platform purpose-built for financial advisors and wealth management firms. Closely comparable to The Estate Registry's B2B LegacyNOW distribution motion and advisor-targeted feature set.
- Trust & Will: Online estate planning platform offering wills, trusts, and estate documents via both direct-to-consumer and professional advisor channels. Direct competitor to LegacyNOW with similar product positioning.
- FreeWill: Online will and estate planning service with employer benefit and financial institution distribution channels. Direct competitor across both consumer and B2B2C employer benefit motions.
- Cake: End-of-life planning platform covering wills, funeral planning, and estate organization. Direct competitor in the digital estate planning category with comparable consumer-facing brand.
- EverPlans: Digital estate planning platform providing secure document storage and post-death guidance to families and advisors. Closely comparable to LegacyNOW's vault and lifecycle-management functionality.
- Settld: UK-based bereavement notification service that notifies organizations of a death on behalf of families. Direct competitor to NotifyNOW in the same UK market and overlapping enterprise channel.
- Farewill: UK online will-writing and estate planning service combining consumer tools with charity and B2B partnerships. Direct competitor in the UK estate planning market overlapping with The Estate Registry's expansion.
- Pluto: Inheritance advance platform providing beneficiaries with early access to estate funds before probate completes. Directly comparable to InheritNOW's transaction model and target user.
- Heirloom: Inheritance advance service offering beneficiaries rapid access to inheritance funds. Direct competitor to InheritNOW with a similar risk-bearing model and beneficiary customer base.
Broad incumbents
- LegalZoom: Large incumbent online legal services platform offering wills, trusts, and estate planning as part of a broader legal product portfolio. Competes with LegacyNOW but operates at much greater scale and breadth.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
The Estate Registry social profiles
Digital presenceThe Estate Registry compliance and trust
Trust signalCompliance1 record
The Estate Registry financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Estate Registry leadership team
Management profileNumber of profiles
Profiles1 record
The Estate Registry funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Estate Registry M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Estate Registry
What does The Estate Registry do?
The Estate Registry operates a cloud-based digital estate management platform offering three integrated products: LegacyNOW provides a blockchain-encrypted digital vault for storing estate documents and lifecycle management; NotifyNOW automates death notifications to over 2,000 subscribed creditors, utilities, and vendors from a single death certificate upload; and InheritNOW provides inheritance advances to beneficiaries in as little as 24 hours, eliminating the need to wait for probate. The platform is sold direct-to-consumer, through employer voluntary benefit programs, via brokers, and through partnerships with financial institutions and professional service providers.
Is The Estate Registry a public or private company?
The Estate Registry is a private company. It is classified as corporate owned and is currently operating.
When was The Estate Registry founded?
The Estate Registry was founded in -1. It employs 11 to 50 people.
Where is The Estate Registry based?
The Estate Registry is headquartered in Wilmington, United States, in the North America region.
How does The Estate Registry make money?
Four revenue lines are on record. InheritNOW Inheritance Advances are the primary driver. The others are legacyNOW Employer/Broker Benefit Subscriptions, notifyNOW Subscription for Financial Institutions and partner Referral Fees.
Who are The Estate Registry's main competitors?
Direct peers on record are Wealth.com, Trust & Will, FreeWill, Cake, EverPlans, Settld, Farewill, Pluto and Heirloom. LegalZoom is listed as a broad incumbent.
Does The Estate Registry have an API?
No public API is recorded for The Estate Registry.
What industry is The Estate Registry in?
The Estate Registry's product category is Digital Estate Management Platform. Its primary akta.pro industry code is FSAEAKAD, Estate & Probate Administration Services, with a secondary code of FSAAANAE, Estate Administration & Probate Services. Its NAICS code is 525920.