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Your Legacy
Made simple, smart and secure
LegacyEase is an advisor-grade digital vault for legacy planning - built for families and trusted by professionals.
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Whether you're building your financial foundation or safeguarding your family's future, we help ensure that your digital information is protected and passed on with confidence.
Our Mission
Planning today, securing tomorrow
We believe that legacy planning should be a smooth process, guided by trusted professionals and supported by technology that works. Our platform brings clarity to legacy and estate organization by giving families, individuals and their advisors a secure and structured way to protect what matters most—today and for generations to come.
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For Advisors
Built for Advisors and their clients
LegacyEase is designed to integrate into a professional firm's offering, enhancing the services delivered by professionals such as accountants, lawyers, wealth advisors and insurance brokers. Advisors can integrate LegacyEase into their client relationships, strengthening trust and ensuring continuity of care across generations.
Clients benefit from a simple, guided experience that helps them prepare thoughtfully—without feeling overwhelmed.
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Our Plans
Plans tailored to your firm
Our subscription model is designed for firms of all sizes. Whether you operate a small practice or an enterprise-sized organization, we have a plan suited to your needs.
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The LegacyEase Advantage
Secure. Structured. Canadian.
Data stored exclusively in Canada
All information is securely hosted on Canadian servers, ensuring it remains subject to Canadian privacy laws and regulations.
Enterprise-grade encryption and access controls
Advanced security protocols protect your data both in transit and at rest, with strict controls over who can view or manage it.
Clear permissions for family members and advisors
Easily assign and manage access levels so the right people can view or edit information when it matters most
Start organizing your legacy with confidence
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Our Blog
Insights to protect your legacy
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Working with Advisors to Protect Your Legacy
Tips on collaborating with trusted advisors to organize, safeguard, and manage your important documents and plans.
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Digital Tools for Modern Legacy Planning
A look at how technology is simplifying legacy planning, helping families securely preserve and pass on what matters most.
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Keeping Your Documents Safe and Accessible
Practical ways to organize, protect, and securely store important documents so they're easy to find and share.
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Legacy Insights, Delivered
Stay informed on tips, tools, and insights to protect your legacy
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info@legacyease.com
416 323 5774
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