Legacy Sage is a composed system: a ledger, a vault, a care protocol, a network and a sentinel — bound together by a Heartbeat that knows when to act.
Every asset, liability, beneficiary and account in one continuously reconciled view.
An optimization engine for tax, fee and structural alpha most estate plans miss.
Advance directives, medications, clinicians and consent in one shareable record.
Encrypted document and credential vault with rule-based release.
Your family, advisors and professionals — permissioned, audited, named.
Slack-style rooms for events, care, and ongoing family operations.
Stress-test your plan against markets, health shocks and tax regimes.
Always-on Guardian, Legacy Lock and Zombie Hunter sentries.
Workflows for divorce, health scares, new children and career change.
See your plan from your executor's, spouse's or child's seat.
The dead-man's-switch that quietly hands the keys when life asks.
Legacy Sage is engineered for restraint. Most days you'll see nothing. The days that matter, you'll see exactly what to do.
A private 30-minute walkthrough. No deck. Just the platform, the Heartbeat, and the questions you have been quietly carrying.
