LegacyBook 2.03

Creedent – Freeware – iOS
out of 12 votes

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LegacyBook™ is a leading estate planning application on a global scale, providing a secure platform to assist in the organization and preservation of your legacy. The app also facilitates communication with your trusted circle of family members and advisors. Initiating your journey with LegacyBook™ is straightforward. Begin by obtaining your unique LegacyBook™ access code, which can be requested from any certified LegacyBook™ professional subscription. Upon receipt of this initial access code, you can proceed to set up your account through LegacyBook™ by entering the code and commencing the innovative process of managing and protecting your legacy.

If you are uncertain about how to locate an authorized LegacyBook™ professional, simply reach out to us using the email provided below. We will connect you with a professional well-versed in the LegacyBook™ system of estate planning, preservation, and security. Your designated LegacyBook™ professional will utilize their secure admin portal to deliver your initial access code, enabling you to embark on your personal legacy planning journey.

The LegacyBook™ app is an integral component of the extensive LegacyBook™ System, offering a range of data, security, and collaboration services. This system is designed to support individuals in achieving their legacy objectives. LegacyBook™ aids in this endeavor by:

<ul>
<li>SECURE: With robust 11-layer security measures, the LegacyBook™ app ensures the protection of highly sensitive information.</li>
<li>COLLABORATIVE: By capturing an individual's current life stage and aspirations, the app facilitates improved planning and decision-making.</li>
<li>CONVENIENT: Accessible 24/7 via mobile devices, users can update information in real-time to reflect life changes promptly.</li>
<li>COMPREHENSIVE: Financial planners benefit from a mobile tool that allows for better client care and business growth opportunities.</li>
</ul>

If you are a professional in the financial, legal, or tax sector interested in joining the LegacyBook™ System, kindly contact us through email or phone using the details provided below. Additionally, professionals can download the app and complete the 'more information' form within the application. We assess and authorize experts within the financial, legal, and tax domains to be part of our esteemed LegacyBook™ System.

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Latest Version
2.03

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