Legacy Suite
Legacy Suite is a digital estate planning platform that consolidates wills, trusts, financial accounts, digital assets, and passwords into a single secure vault, serving families, financial advisors, employers offering it as an employee benefit, and nonprofits running planned giving programs.
- Company typePrivate
- Founded2022
- HeadquartersPalo Alto, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingSoftware
What Legacy Suite does
Legacy Suite, Inc. is a private digital estate planning company founded in 2021 and headquartered in Palo Alto, California, with a registered office in Dover, Delaware. The company operates a unified platform that consolidates wills, trusts, healthcare directives, powers of attorney, financial account aggregation, password management, and digital asset inventory into a single vault system, and additionally offers a Claim Property module for estate administration by heirs. Legacy Suite serves four customer segments — individual consumers and families, financial advisors and wealth managers, employers offering estate planning as a financial wellness benefit, and nonprofit organizations running planned giving programs.
The platform's technology stack is built around a non-custodial architecture for digital asset inheritance. It employs patent-pending sharded key technology using Shamir's Secret Sharing to split seed phrases into cryptographic fragments distributed across geographically isolated nodes, AES-256 encryption, a zero-trust security model with MFA and biometric verification, zero-knowledge proof identity verification, and a dead man's switch that triggers automatic transfer upon verified inactivity. The platform supports 50+ blockchain networks including Bitcoin, Ethereum, and Solana, with native integrations to Ledger, Trezor, Coinbase Wallet, MetaMask, Trust Wallet, and Exodus. The compliance and security posture is anchored by SOC 2 Type II certification, ISO 27001, CertiK audit, GDPR/CCPA compliance, BBB accreditation, and USPTO Patent 11,599,961.
Legacy Suite monetizes through a freemium consumer subscription model — a free Basic plan and a free Wallet Protection tier with premium plans starting at $9.99/month — layered with B2B enterprise licensing for financial advisor platforms, employer benefits programs delivered as white-label deployments, and nonprofit planned giving offerings. Distribution combines self-serve web onboarding at app.legacysuite.com with direct enterprise sales and channel partnerships. As of the available data, the company reports 1,245 active clients on its financial advisor platform (+12% month-over-month), 980 digital vaults provisioned, and a 78% average planning completion rate, though no revenue, funding history, or management roster beyond a single named co-founder is disclosed.
Legacy Suite firmographics
Firmographics- Name
- Legacy Suite
- Legal name
- Legacy Suite, Inc.
- Website
- https://legacysuite.com
- Company type
- Private
- Founded year
- 2022
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Legacy Suite is a digital estate planning platform that consolidates wills, trusts, financial accounts, digital assets, and passwords into a single secure vault, serving families, financial advisors, employers offering it as an employee benefit, and nonprofits running planned giving programs.
- Ownership category
- akta.pro rank
Legacy Suite industry classification
Industry- Product category
- Estate Planning Software
- NAICS
- Trusts, Estates, and Agency Accounts (52592), Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Finance Services (6199)
- akta.pro primary industry
- Estate & Legacy Planning Advisory (FSAEAAAG)
- akta.pro secondary industries
- Custody Technology Platforms (Custody-as-a-Service) (FSADACAB), Recovery, Backup & Key Escrow (Social/Enterprise Recovery) (FSADACAH), Digital Asset Custody (Institutional Crypto Custody) (FSAFAHAH)
Keywords
Where Legacy Suite is headquartered
LocationHeadquarters
- HQ city
- Palo Alto
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Legacy Suite business model
Business model- GTM type
- B2B and B2C
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations
Revenue model
- Subscription Plans: Tiered subscription model with a free Basic plan for simple document storage. Premium plans starting at $9.99/month include crypto wallet integrations, NFT protection, and unlimited digital vaults. Wallet Protection is free. Premium tiers provide upsell opportunity from free tier users seeking advanced features.
- Enterprise Licensing: White-label platform access for employers offering estate planning as an employee benefit. Branded employee portals with custom dashboards and reporting visibility. Includes guided onboarding and employee engagement support.
- Financial Advisor Platform Licensing: Subscription licensing for financial advisors, wealth management firms, family offices, broker-dealers, and private banks. Provides institutional-grade legacy capabilities, client management dashboards, and household legacy mapping tools.
- Nonprofit Planned Giving Platform: Subscription or licensing model for nonprofits to access planned giving tools, donor legacy portals, and bequest documentation features.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | Free Basic plan for simple document storage |
| Subscription | Monthly | Premium plans starting at $9.99/month |
| Freemium | Monthly | Free Wallet Protection tier |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels8 records
Legacy Suite product offering
Product offeringCore offering
Legacy Suite provides a digital estate planning platform that consolidates estate documents (wills, trusts, healthcare directives, POA), asset registries (financial accounts, crypto wallets, NFTs), a secure digital vault, and beneficiary designation workflows into one unified system. The platform includes specialized modules for non-custodial crypto wallet protection, password/credential inheritance, multi-chain digital asset management, and state-specific legal document generation, and is delivered to individual consumers, financial advisors, employers, and nonprofit organizations.
Product overview
Legacy Suite is a comprehensive digital estate planning platform built as a unified system consisting of a core platform with multiple integrated modules and solution-specific sub-brands. The core platform (Legacy Suite 2.0) provides the central hub for organizing estates, assets, and digital lives. The four main platform modules are: Wallet Protection for securing crypto private keys with patent-pending sharded key architecture; Legacy Pass for password management and digital vault access; Crypto & NFT for multi-chain digital asset inheritance; and Legal Suite for state-specific will and trust document generation. These are complemented by solution-specific offerings including Families (for individual/family planning), Estate Planning Employee Benefit (for employers), Financial Professionals (for advisors and institutions), Planned Giving for Nonprofits (for charities), and Claim Property (for estate administration). All components share the unified platform infrastructure with shared security (AES-256, SOC 2 Type II), user authentication, and data architecture.
Differentiator
Problem solved
Functional benefit
Products and services
- Legacy Suite Platform Core digital estate planning platform that unifies financial accounts, estate documents, digital vault, and family/heirs management into one secure system for individuals and organizations.
- Wallet Protection
Quantifiable outcome
- 20% of all Bitcoin estimated lost due to lost private keys or sudden death without backup plan
- +2 more outcomes
Companies that use Legacy Suite
Customer profileNamed customers3 records
Segments4 records
Ideal customer profiles4 records
Legacy Suite technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration10 records
Feature8 records
Legacy Suite partnerships and signals
Strategic signalPartnerships
Nine partnerships are on record, tiered core.
- AWS S3coreAmazon Web Services S3 used for media storage and document upload functionality. Third-party service provider processing data on behalf of Legacy Suite for core platform operations.
- StripecoreStripe payment processor for handling subscription payments and transaction processing. Enables secure payment collection for premium plans.
- PlaidcorePlaid integration for bank account connection and asset aggregation dashboard. Enables users to link financial accounts for comprehensive estate planning view.
- MetaMaskcoreMetaMask integration for crypto payments, NFT minting capabilities, and wallet connection. Primary wallet supported for non-custodial crypto inheritance.
- WalletConnectcoreWalletConnect protocol for connecting blockchain wallets to platform. Enables secure wallet connection without exposing private keys.
- Firebase (Google)coreGoogle Firebase cloud computing services used for API infrastructure, authentication identifiers, and platform operations. Firebase by Google identifiers used for API security.
- LedgercoreLedger hardware wallet integration for cold storage crypto protection. Platform supports Ledger Nano devices for secure private key storage.
- TrezorcoreTrezor hardware wallet integration for secure cold storage of cryptocurrency. Supported as part of multi-wallet protection strategy.
- Coinbase WalletcoreCoinbase Wallet integration for crypto asset management and inheritance protection. Exchange and self-custody wallet supported.
Scale indicators12 records
Recent moves6 records
Expansion highlights5 records
Legacy Suite competitors and assessment
Company assessmentDirect peers
- FreeWill: FreeWill is a planned-giving platform used by nonprofits to capture bequests and legacy gifts, directly overlapping with Legacy Suite's Planned Giving for Nonprofits product.
- Trust & Will: Trust & Will is a direct competitor offering online wills, trusts, and estate planning for individuals and families, with overlapping product positioning to Legacy Suite's families and advisor offerings.
- Wealth.com: Wealth.com provides estate planning software for financial advisors and broker-dealers, directly mirroring Legacy Suite's Financial Professionals solution and household legacy mapping capabilities.
- Cake: Cake is an end-of-life and digital legacy planning platform covering wills, beneficiaries, and digital asset access, competing for the same individual and family segment as Legacy Suite.
- Everplans: Everplans is a digital estate planning platform for organizing documents, accounts, and end-of-life wishes, with overlapping functionality to Legacy Suite's core vault and families solution.
- Safe Haven: Safe Haven is a crypto-native inheritance and dead-man's-switch platform supporting multiple blockchains, directly comparable to Legacy Suite's patent-pending non-custodial crypto inheritance architecture.
- Casa: Casa provides self-custodial Bitcoin wallets with built-in inheritance and multi-key recovery, directly overlapping Legacy Suite's sharded-key, dead-man's-switch crypto inheritance offering.
Broad incumbents
- LegalZoom: LegalZoom is a broad online legal services platform offering wills, trusts, and estate planning documents, representing a much larger incumbent competing for the same core estate-planning use cases.
- Rocket Lawyer: Rocket Lawyer provides online legal documents and estate planning tools, serving individuals and small businesses with overlapping document-generation and asset-organizing capabilities.
- BitGo: BitGo is a leading institutional qualified custodian with crypto estate and recovery services, competing for institutional and high-net-worth crypto inheritance mandates against Legacy Suite's enterprise channel.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights5 records
Customer concentration
Legacy Suite social profiles
Digital presenceLegacy Suite compliance and trust
Trust signalCompliance10 records
Legacy Suite financial estimates
Financial estimateRevenue estimate
Valuation estimate
Legacy Suite leadership team
Management profileNumber of profiles
Profiles1 record
Legacy Suite funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Legacy Suite 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 Legacy Suite
What does Legacy Suite do?
Legacy Suite provides a digital estate planning platform that consolidates estate documents (wills, trusts, healthcare directives, POA), asset registries (financial accounts, crypto wallets, NFTs), a secure digital vault, and beneficiary designation workflows into one unified system. The platform includes specialized modules for non-custodial crypto wallet protection, password/credential inheritance, multi-chain digital asset management, and state-specific legal document generation, and is delivered to individual consumers, financial advisors, employers, and nonprofit organizations.
Is Legacy Suite a public or private company?
Legacy Suite is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Legacy Suite founded?
Legacy Suite was founded in 2022. It employs 11 to 50 people.
Where is Legacy Suite based?
Legacy Suite is headquartered in Palo Alto, United States, in the North America region.
How does Legacy Suite make money?
Four revenue lines are on record. Subscription Plans are the primary driver. The others are enterprise Licensing, financial Advisor Platform Licensing and nonprofit Planned Giving Platform.
Who are Legacy Suite's main competitors?
Direct peers on record are FreeWill, Trust & Will, Wealth.com, Cake, Everplans, Safe Haven and Casa. Broad incumbents are LegalZoom, Rocket Lawyer and BitGo.
Does Legacy Suite have an API?
No public API is recorded for Legacy Suite.
What industry is Legacy Suite in?
Legacy Suite's product category is Estate Planning Software. Its primary akta.pro industry code is FSAEAAAG, Estate & Legacy Planning Advisory, with a secondary code of FSADACAB, Custody Technology Platforms (Custody-as-a-Service). Its NAICS code is 52592 and its SIC code is 6199.