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Legacy Keeper vs. Legacy Logix

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Legacy Keeper

    N/AN/ALegacy Keeper is an Estate Planning App for families to work more closely with loved ones and professional advisors. It helps users to prepare for life events by securely centralizing and sharing estate planning documents, contacts, and digital accounts on the Legacy Keeper Estate Planning App. The app is built around an estate planning checklist with high and low-priority items. By providing access as needed to one's spouse, children, executor, estate planning lawyer, financial advisor, tax…

    $40

    per year

    Legacy Logix

    N/AN/ALegacy Logix is a software platform to automatically organize and manage Estate plans and everything associated with them – throughout a person's lifetime, and during settlement. The company offers two products: Estate Management organizes, analyzes, summarizes and monitors Estate plans, related documents, assets, and stakeholders. This reduces the work of keeping up with the plan over time, and leaves a clear path for successors to follow. Estate Settlement is for…

    $38.95

    per month

    Pricing
    Legacy KeeperLegacy Logix
    Editions & Modules
    Starter
    $0
    Premium
    $40
    per year
    Concierge
    $400
    per year
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    Offerings
    Pricing Offerings
    Legacy KeeperLegacy Logix
    Free Trial
    NoNo
    Free/Freemium Version
    YesYes
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details——
    More Pricing Information