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Legacy360
Estate planning and administration platform
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Legacy360 - 2026 Pricing, Features, Reviews & Alternatives
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Last updated: June 2026
Legacy360 overview
What is Legacy360?
Legacy360 is a comprehensive estate planning software solution designed to facilitate end-of-life preparation. The module offers comprehensive will and trust creation tools based on legally reviewed templates that ensure state-specific compliance across all Group of Twenty countries. It centralizes the organization of critical documents and directives in a single digital repository.
The platform leverages secure document storage with bank-level two hundred fifty-six-bit encryption to protect sensitive information. It enables controlled access sharing with designated parties and supports the creation of healthcare directives and power of attorney documents. The module includes digital asset inventory capabilities for tracking and organizing estate-related assets before life-end events.
Legacy360 delivers guided workflows with step-by-step guidance that support clarity throughout the planning process. Its flexible integration options permit the embedding of estate planning functionality within existing partner systems through white-label solutions and application programming interfaces. Business partners gain access to enterprise-grade security features, regulatory compliance measures and dedicated implementation support to maintain consistent data protection and operational standards.
Starting price
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Legacy360’s user interface
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Legacy360's key features
Most critical features, based on insights from Legacy360 users:
All Legacy360 features
Legacy360 pricing
Pricing plans
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User opinions about Legacy360 price and value
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Legacy360 support options
Typical customers
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Legacy360 FAQs
Legacy360 has the following typical customers:
Freelancers, Small Business, Mid-size Business, Large Enterprises
Q. What level of support does Legacy360 offer?
Legacy360 offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Chat, Phone Support