How it works
Three things to watch, each under fifteen seconds
Each animation plays once when it comes into view. Press Replay to see it again. If your device prefers reduced motion, you see the finished picture instead.
A story's journey
A story's journey
A story is encrypted on your own device before it is saved, so nobody else can read it while you live. After you are gone it reaches only the people you chose, only after two people at Legacy Guard verify the passing.
- Record. Write it, record your voice, record a video, or add a photo. The guide's question rides along.
- Encrypt in your browser. One content key per person, locked with your stories password. One item key per story. Files are scrambled in 4 MB chunks as they upload.
- Choose who and when. Each recipient by name and email, and for each item: now, or after you are gone. After is the default.
- Kept sealed. Years can pass. Not the firm, not Legacy Guard, not a database backup can read it.
- Two-person verification. After a reported passing: a halt link to the person, the firm asked to attest, a waiting period of at least 72 hours, two different verifiers, a typed last name.
- Delivered. Each recipient opens their private link with their email. Message first, then each item. Two years to download, with a reminder at month 20.
Voice recording
Grandpa's pocketknife
Recording
Verified release
Waiting period, no sign of life
Two years to download
A reminder at month 20. Save everything in one click.
- 1Grandpa records a story on his phone.
- 2It is encrypted on his device before it is saved. Nobody else can open it.
- 3He chooses who receives it and when: Emily, after he is gone.
- 4Years pass. It stays sealed. Not the firm, not Legacy Guard can read it.
- 5After a reported passing, two people at Legacy Guard verify, and a waiting period passes.
- 6Emily opens it with her email. She has two years to save everything.
The annual review
The annual review
About 25 minutes, six segments, and it saves as you go. Each yes tells the firm where to look. Nothing changes the plan by itself.
- 1. Your information. Contact details and six yes or no questions about the year, including a move.
- 2. Your objectives. Is each goal still important, and does the plan meet it?
- 3. How the plan is built. The trust, the diagram, your attorney's walkthrough. Satisfied, or let's discuss.
- 4. The people in it. Trustees, agents, executors, in order, with what each job means.
- 5. Funding. Each asset: still correct, something changed, or not sure. Never an account number.
- 6. Your non-financial wealth. The Legacy Organizer and whether you want help capturing it.
Then a summary, a certification, your typed name, and a dated copy filed to your vault and your firm. Flags land on the firm's dashboard with a plain summary and a Request a meeting trail.
Segment 1: Your information
Anything changed this year?
Moved to Texas
Segment 2: Your objectives
Is each goal still important, and does the plan meet it?
Yes, all six
Segment 3: How the plan is built
Still happy with the structure of your plan?
Yes
Segment 4: The people in it
Still the right trustees, agents, and executors?
Let's discuss one
Segment 5: Funding
Is each asset still connected to the plan?
One not sure
Segment 6: Wrap up
Your stories, traditions, and values. Anything new?
Certified and sent
Firm inbox
Pinnacle Legacy Law
Moved to Texas
Review the trust schedule. Texas is a community property state with no estate tax.
Propose meeting ยท Mark handled
- 1Six short parts, about 25 minutes. It saves as you go.
- 2A yes never changes your plan. It tells your firm where to look.
- 3Flags land with your firm, with a plain summary and a Request a meeting button.
Who can see what
Who can see what
Hover or tap a column to see one point of view. The Plan side is shared by the household and the firm. The Stories side is private to the one person who made it. Legacy Guard sees contact details and plan type, and never a story.
These rules live in the database, not only on the screens, and since the Stories side is encrypted on the device, the rows would not help anyone who got around them. The security page has the whole picture.
| Information | ||||
|---|---|---|---|---|
| Plan documentsYour household and your firm share the Plan side. | ||||
| Review answersEach spouse's answers are private from the other. The firm sees both. | ||||
| Stories and lettersEncrypted on your device. Recipients get only what you chose, when you chose. | ||||
| Who your recipients areEach recipient sees their own message, never the list. | ||||
| Contact info and plan typeLegacy Guard sees contact details, plan type, dates, and your attorney. | ||||
| Story totalsLegacy Guard sees four platform-wide totals, never a number per person. |
- Can see
- Cannot see
- Encrypted, cannot read
- Only what was chosen or shared
Ready to see it with real screens?
A thirty minute walkthrough for your firm, from the client's home screen to a release.