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LifeLegacy

LifeLegacy serves as a digital platform for estate planning, placing a strong emphasis on charitable contributions. It assists users in generating vital legal d...

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LifeLegacy serves as a digital platform for estate planning, placing a strong emphasis on charitable contributions. It assists users in generating vital legal d...

Watch Demo Get Pricing
Overview Features Pros & Cons Reviews FAQs

Product Overview

LifeLegacy serves as a digital platform for estate planning, placing a strong emphasis on charitable contributions. It assists users in generating vital legal documents, although certain state-specific differences might necessitate additional support. With its streamlined approach and dedication to philanthropy, LifeLegacy empowers individuals to safeguard their families while making a meaningful difference.

Product Details

What Is LifeLegacy?

LifeLegacy is a forward-thinking digital estate planning solution that prioritizes philanthropy. It simplifies the process of creating vital legal documents and makes charitable contributions accessible to everyone. This platform enables individuals to organize their estates and include planned gifts, no matter their financial status. Additionally, it offers nonprofits essential tools to enhance legacy giving, featuring donor tracking and comprehensive reporting capabilities. With personalized online planners, LifeLegacy assists organizations in engaging their supporters, optimizing philanthropic efforts, and efficiently managing legacy donations.

LifeLegacy Pricing

The starting price for LifeLegacy includes a one-time setup fee of $179. This fee encompasses wills, healthcare directives, and powers of attorney, along with unlimited edits and updates. You can obtain a quote for the cost of LifeLegacy.

Note: Pricing may vary over time.

LifeLegacy Integrations

This software seamlessly integrates with various systems and platforms, including:

  • Blackbaud

  • Virtuous

  • Salesforce

Watch the LifeLegacy demo to gain further insights into its integration capabilities.

Who Is LifeLegacy For?

LifeLegacy is perfect for a diverse array of sectors, such as:

  • Individuals and families aiming to secure their legacy

  • Nonprofit organizations

  • Financial institutions

Is LifeLegacy Right For You?

This platform provides an economical way to safeguard your family while also supporting charitable initiatives. Its emphasis on philanthropy combined with thorough estate planning tools makes it a standout option. Nonprofits can take advantage of the donor tracking dashboard, making it suitable for those who appreciate both family protection and social responsibility.

If you’re still uncertain whether LifeLegacy is the ideal solution for your needs, feel free to reach out to our customer support team at info@softwareseekers.com for additional assistance.

Legal Software Features

✘ dashboard
✘ invoicing
✘ redaction
✘ reporting
✘ automation
✘ dashboards
✘ ediscovery
✘ esignature
✘ mobile app
✘ mobile crm
✘ purchasing
✘ e signature
✘ integration
✘ audit trails
✘ file sharing
✘ sales orders
✘ telemedicine
✘ client portal
✘ clio software
✘ collaboration
✘ mobile access
✘ time tracking
✘ learner portal
✘ sales tracking
✘ tax management
✘ case management
✘ lead management
✘ online payments
✘ rent collection
✘ task management
✘ asset management
✘ customer support
✘ expense tracking
✘ lease management
✘ legal accounting
✘ maintenance logs
✘ order fulfilment
✘ order management
✘ sales automation
✘ trust accounting
✘ activity tracking
✘ billing invoicing
✘ budget management
✘ claims management
✘ client management
✘ context awareness
✘ data importexport
✘ document analyzer
✘ email integration
✘ project templates
✘ safety management
✘ sales forecasting
✘ tenant management
✘ vendor management
✘ activity dashboard
✘ applicant tracking
✘ contact management
✘ content scheduling
✘ content versioning
✘ data visualization
✘ demand forecasting
✘ invoice management
✘ meeting scheduling
✘ payroll processing
✘ project management
✘ project scheduling
✘ returns management
✘ visual recognition
✘ ai powered insights
✘ alertsnotifications
✘ attendance tracking
✘ bank reconciliation
✘ collaboration tools
✘ compliance security
✘ compliance tracking
✘ document automation
✔ document management
✘ employee management
✘ employee onboarding
✘ facility management
✘ financial reporting
✘ incident management
✘ property accounting
✘ reporting analytics
✘ resource allocation
✘ template management
✘ training management
✘ workflow automation
✘ workflow management
✘ client communication
✘ financial management
✘ inventory management
✘ maintenance requests
✘ merchandise transfer
✘ patient demographics
✘ performance tracking
✘ smart data discovery
✘ warehouse management
✘ asynchronous learning
✘ billing and invoicing
✘ bot design deployment
✘ business intelligence
✘ client management crm
✘ customer segmentation
✘ ecommerce integration
✘ inspection management
✘ litigation management
✘ role based permission
✘ work order management
✘ customizable templates
✘ customizable workflows
✘ e commerce integration
✘ facilities maintenance
✘ legal billing software
✘ legal spend management
✘ multi currency support
✘ multi language support
✘ opportunity management
✘ performance management
✘ procurement management
✘ reporting and analytic
✘ supply chain analytics
✘ user activity tracking
✘ analytics and reporting
✘ benefits administration
✘ certification licensing
✘ compensation management
✘ compliance and security
✘ customer servicesupport
✘ customizable dashboards
✘ mobile access web based
✘ predictive capabilities
✔ reporting and analytics
✘ self service dashboards
✘ supply chain management
✘ alerts and notifications
✘ business intelligence bi
✘ case management software
✘ deal pipeline management
✘ e signature capabilities
✘ logistics transportation
✘ manufacturing management
✘ media library management
✘ multi channel publishing
✘ social media integration
✘ training and development
✘ bot design and deployment
✘ budgeting and forecasting
✘ customizable formsreports
✘ legal workflow automation
✘ natural language dialogue
✘ sales pipeline management
✘ trust accounting software
✘ access controlspermissions
✘ human resources management
✘ legal research integration
✘ account and case management
✘ compliance security feature
✘ customer contact management
✘ document automationassembly
✘ attendance and time tracking
✘ compliance security features
✘ court calendaring scheduling
✘ document automation assembly
✘ employee self service portal
✘ task and activity management
✘ text to speech speech to text
✘ ai facilitated legal solutions
✘ compliance and risk management
✘ customizable forms and reports
✘ human resources management hrm
✘ sales and marketing automation
✘ compliance and security feature
✘ customer communication tracking
✘ employee information management
✘ appointment managementscheduling
✘ compliance and security features
✘ court calendaring and scheduling
✘ customer relationship management
✘ delivery planning and scheduling
✘ integration with marketing tools
✘ supplier relationship management
✘ integration with third party apps
✘ text to speech and speech to text
✘ client relationship management crm
✘ integration with third party tools
✘ legal document management software
✘ recruitment and applicant tracking
✘ reporting and analytics dashboards
✘ legal knowledge management software
✘ customer relationship management crm
✘ entity extraction with text analytics
✘ legal calendaring and docketing software
✘ content creation and editing tools wysiwyg
✘ anomaly detection and predictive maintenance
✘ client portal ediscovery portal for defense attorneys

Pros

  • ✔ It includes all three essential legal documents (Will, POA, Advance Directive)
  • ✔ Secure document storage and unlimited updates

Cons

  • ✘ Might require initial training for better software adoption

Price

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