Legacy



STORE AND SHARE EVERYTHING IMPORTANT

LifeGuide 360|Legacy is an archive of everything your loved ones will need should something happen to you. Securely store your important information and documents in your own shareable digital vault to ensure your wishes are carried out.

Financial Information

  • Bank and brokerage accounts
  • Insurance documents/agent
  • Safe deposit/storage locker
  • Contact details for accountants

Legal Information

  • Wills
  • Power of Attorney
  • Contact details for attornetys
  • Advance Directives

HEALTH INFORMATION

  • Medical history
  • Living will and healthcare proxy
  • Contact details for Doctors

KEY PERSONAL INFORMATION

  • Important addresses
  • Account details for utilities
  • Online accounts
  • Communicate your funeral wishes

SECURE AND SAFE

We know how sensitive your personal information is, so we take your security and privacy very seriously. Powered by Everplans, 360|Legacy is built on a platform that uses bank-level AES-256 encryption, SSL using 2048-bit certificates, and other industry-leading security technology to guard your data.


ACCESS FOR THOSE WHO NEED IT

Once your information is securely archived, you can choose which parts of your plan you would like to share with the important people in your life. We call these people Deputies. If anything happens to you, your Deputies can access the important information they need to take care of your affairs and carry out your wishes.


RESOURCES TO HELP GUIDE YOUR WAY

Planning can be complex and confusing.  We have compiled a wealth of information to help you cover all your bases and make informed decisions.