LegacyBook Overview
LegacyBook is a premier estate planning iPhone app designed to help users organize and preserve their legacies securely. To begin, users need an access code from a LegacyBook professional. Once obtained, setting up an account is straightforward. The app offers a revolutionary process to capture and preserve your legacy, ensuring it is secure and easily accessible.
The LegacyBook app, part of the LegacyBook System, provides a range of data, security, and collaboration services to make legacy goals achievable. With 11 layers of security, it ensures data protection, facilitates collaborative planning, offers real-time information updates, and serves as a comprehensive tool for financial planners to enhance client care and business growth.
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