Legacykeeper

What is Legacykeeper?

Legacykeeper is an easy-to-use estate management tool designed to help you and your loved ones keep your legacy safe and organized. With Legacykeeper, you can centralize and organize all your estate details, including financial accounts, professional services, vendor accounts, and more. The platform allows you to add contacts, companies, tasks, documents, and credentials for each account, ensuring that all important information is readily accessible.

Legacykeeper prioritizes security and accessibility, offering features like SMS authentication, journal pins, and the ability to add collaborators. You can manage access and roles for your journals, ensuring that only the right people have access to sensitive information. Whether it's your Will, Power of Attorney, banker contacts, or utility providers, Legacykeeper ensures that the right individuals can access the right information at the right time.

Life is full of unexpected events, but with Legacykeeper, you can be prepared for anything. The platform allows you to securely store details about financial services, professional services, and vendor accounts, so your family, professionals, and other estate collaborators have everything they need. Whether you choose the concierge service, setup service, or yearly software subscription, Legacykeeper provides the tools you need to manage your estate with confidence.

How to Use Legacykeeper?

• Visit the Legacykeeper homepage by navigating to www.legacykeeper.com.
• Click on the 'Get Started' button prominently displayed on the page.
• You will be prompted to create an account. Fill in your personal details such as name, email, and password.
• Once filled, click 'Sign Up' to create your account.

• Log in to your Legacykeeper account using your email and password.
• On the dashboard, click on 'Create New Journal'.
• Enter the necessary details for your journal such as Journal Name and Description.
• Select the type of information you want to store (financial, professional, vendor accounts).
• Click 'Save' to create your journal.

• Navigate to the journal you created by clicking on it from the dashboard.
• Click on 'Add Account' to begin entering details.
• Fill in the necessary fields such as Account Name, Account Type, and any relevant credentials.
• Upload related documents by clicking on 'Attach Documents' and selecting files from your computer.
• Click 'Save' to store the account details.

• Within your journal, click on 'Add Contact' to store information about relevant persons.
• Fill in contact details such as Name, Phone Number, Email, and Address.
• If applicable, click on 'Add Company' to store business-related information.
• Enter company details such as Company Name, Contact Person, and Company Address.
• Save the contact and company information to keep your journal organized.

• Navigate to 'Settings' found in the account dropdown menu.
• Enable SMS authentication by entering your mobile number and following the verification steps.
• Set up journal PINs by going to each journal and clicking 'Set PIN'. Choose a secure PIN for added security.
• To add collaborators, go to your journal settings and click 'Add Collaborator'. Enter their email and specify their role.
• Save all changes to ensure your estate is securely protected.

• Within the journal settings, click on 'Manage Access'.
• Here, you can see all collaborators attached to the journal.
• Assign roles to each collaborator, such as 'Viewer', 'Editor', or 'Administrator'.
• Set expiration dates for access if necessary, to automatically revoke access after a certain period.
• Click 'Save Changes' to update access controls.

• Visit the 'Pricing' section on Legacykeeper.
• Select the desired service: Concierge Service ($500) for full estate setup or Setup Service ($300) for initial assistance.
• Click 'Purchase' and proceed to the payment page.
• Once payment is confirmed, Legacykeeper's team will contact you to schedule setup sessions.
• Collaborate with the Legacykeeper team to ensure your estate is set up according to your preferences.

Legacykeeper Features

Centralized & Organized Information

Legacykeeper offers a feature that allows users to keep all their estate details centralized and organized. This feature includes the use of Journals to categorize and manage financial, professional, vendor, and other accounts. Users can add contacts, companies, tasks, documents, and credentials for each account.

Function Detail

• To utilize this feature, users can create journals for different aspects of their estate such as finances, professional services, and vendor accounts.
• Within each journal, users can add detailed information including contacts, companies, tasks, documents, and credentials related to the specific account.
• The information is organized in a structured manner to provide easy access and efficient management of estate details.

Secure & Accessible Management

Legacykeeper provides security measures to keep estate details safe while ensuring accessibility when needed. This feature includes adding SMS authentication, journal pins, and collaborators to enhance security and control access to estate information.

Function Detail

• Users can enable SMS authentication to add an extra layer of security when accessing their estate information.
• Journal pins can be set up to secure specific journals containing sensitive details.
• Collaborators can be added with assigned roles and access permissions to ensure that the right people can access the necessary information at the right time.

Preparation for Unexpected Events

Legacykeeper assists users in preparing for life's unexpected events by securely storing details about financial services, professional services, and vendor accounts. This feature ensures that vital information such as Wills, Power of Attorney, and contacts are readily available to family members, professionals, and collaborators.

Function Detail

• Users can input essential details of financial services, professional services, and vendor accounts into the platform.
• Information like important documents, contacts, and service providers can be securely stored and easily accessed in case of emergencies or unexpected events.
• By having crucial estate details organized and accessible, users can ensure that their loved ones and designated professionals have the necessary information to manage the estate effectively during challenging times.

Legacykeeper Frequently Asked Questions