Legacy Logix

Legacy Logix is a software platform to automatically organize and manage Estate plans and everything associated with them – throughout a person's lifetime, and during settlement.

The company offers two products:

Estate Management organizes, analyzes, summarizes and monitors Estate plans, related documents, assets, and stakeholders. This reduces the work of keeping up with the plan over time, and leaves a clear path for successors to follow.

Estate Settlement is for executors and successor trustees to manage information, assets, and activities throughout the settlement process. It includes a secure repository, detailed process checklist, accounting ready insights, and expense and distribution tracking. Executors can create a settlement vault, or take ownership of a decedent’s vault if it already exists.