Last Updated
Overview
LifeLegacy is a digital estate planning platform that emphasizes charitable giving. It helps users create essential legal documents, though state-specific variations may require guidance. With its seamless process and philanthropic focus, LifeLegacy enables individuals to protect loved ones and leave a lasting impact.
Be the first one to leave a review!
No review found
Starting Price
Custom
LifeLegacy Specifications
Document Management
Reporting And Analytics
Case Management
Client Management (CRM)
What Is LifeLegacy?
LifeLegacy is a philanthropy-forward digital estate planning platform designed to simplify the creation of essential legal documents while making charitable giving accessible to everyone. It empowers individuals to plan their estates and incorporate planned gifts regardless of net worth. The platform also provides nonprofits with tools to boost legacy giving, including donor tracking and reporting. With custom-branded online planners, LifeLegacy helps organizations engage supporters, streamline philanthropic initiatives, and manage legacy contributions efficiently.
LifeLegacy Pricing
Disclaimer: The pricing is subject to change.
LifeLegacy Integrations
The software supports integration with multiple systems and platforms, such as:
- Blackbaud
- Virtuous
- Salesforce
Who Is LifeLegacy For?
LifeLegacy software is ideal for a wide range of industries, including:
- Individuals and families securing their legacy.
- Nonprofit organizations
- Financial institutions
Is LifeLegacy Right For You?
LifeLegacy offers an affordable way to protect your family while supporting charitable causes. Its philanthropy-first approach and comprehensive estate planning tools stand out. Nonprofits benefit from its donor tracking dashboard, making it ideal for those valuing both family security and social impact.
Still doubtful if LifeLegacy software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
LifeLegacy Features
The platform guides users through an easy-to-use, online process to legally document how their assets should be distributed. This ensures that beneficiaries and charitable bequests are clearly outlined and legally valid.
Users can designate a trusted individual to make medical decisions on their behalf if they become incapacitated. This crucial feature provides peace of mind that personal healthcare wishes will be honored during emergencies.
This allows an individual to appoint a trusted agent to manage their property and financial affairs. It offers essential protection, ensuring your bills are paid, and investments are made if you are ever unable to do so.
For non-profit partners, this analytical tool provides real-time data on all planned and charitable requests. It offers key insights into donor demographics, gift sizes, and contact information to enhance fundraising strategies.
LifeLegacy’s analytics dashboard allows organizations to track when clients complete their wills through a personalized partner dashboard. Users can choose to share this information, helping organizations monitor engagement and plan follow-ups effectively.
