About LegacyBook

About company

LegacyBook is a revolutionary, fully mobile solution for financial planners and their clients to better manage their estates while capturing and preserving their legacies. Built with both financial planners and their clients in mind, LegacyBook helps financial planners have conversations with their clients about 9 key life domains that informs the wealth building process while providing financial planners a comprehensive tool that touches the soft-side of financial planning and provides a strong referral base.