how it works

You Control And Determine Who Gets
Access To What, When

Build your team

Your team can include anyone you choose. From your financial advisor to a trusted friend. Add the people who provide guidance and support for you and your family and anyone else whom you like.


LegacyShield® can store and organize whatever you need it to. Upload documents like your will, birth certificate, and life insurance policies. Input essential information such as bank and retirement accounts. Write life stories, document family traditions and even specify your final wishes.

Set permissions

Determine who should have access to your information and when. Are there important documents that your spouse should have access to now? Are there stories you want to share with your young children 15 years from now? Or do you prefer to keep confidential now and share it only after you've passed?


Your own digital Fort Knox.

From your insurance policies to your last will & testament, store everything for today, tomorrow and when you are no longer here. Choose anyone to receive the information based on trigger events.


Life insurance



Your life's mission control ®

Categorize and record everything you own, rent or lease. From your bank accounts to your car payment, MyAccounts will make things easier for you while your here and easier for others when you are not.

FINANCIAL VIEW Premium feature

Your Financial Mission Control

Organize all of your accounts from multiple financial institutions within an intuitive online dashboard. From bank and retirement accounts to credit card balances, everything is brought into one FinancialView.


You know what you want - do others?

Record your final wishes to eliminate the typical stress and confusion left upon your loved ones. Eliminate uncomfortable conversations and change your instructions whenever you like.

  • type of service
  • WISH
    Steph plays Amazing Grace
  • WISH
    Moment of Silence for my loved ones
    Tim Johnson
    Ortmann Stipanovich Funeral Home
    Steve Smith
    Maggie Johnson
MyLife Stories

Your story lives on

Record your life story. Ensure your family and future generations learn from your life lessons, enjoy your anecdotes, carry on family traditions and know everything you want them to know about you.

"My first job taught me many things. I learned that the real world was drastically different from the visions I had as a kid and what I learned in school. I needed to be resourceful and learned that the best way to excel is to work with others and seek out those who could complement my skills. Working with others and motivating them to perform at their best would result in better outcomes than trying to do everything myself. I also learned that persistence pays off and that...
"The day my daughter was born is the day I became a man. This event changed my life. I can remember how the entire way I looked at the world changed. I now was responsible for someone other than myself, and I knew I needed to do whatever I could to protect my little girl. This meant I needed to...
"The first time I set my eyes on Jenny, I knew I had to ask her out on a date. It was on that first date that I knew I would marry her. Our first date was very special. We had the same values and couldn’t stop talking! She was different from any other woman I’d ever met. She was complex and simple all at the same time. She brought the best out in others and made me feel special. Her kindness and warm smile gave me goosebumps.

This is one of the things that should be on the priority list of every individual who has something to leave behind and love ones who will be left behind.

Customer - C.A., FL

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