About LegacyFoundry

About company

LegacyFoundry is a software platform for financial advisors, clients, and their families to communicate about death and dying, estate planning, and legacy. Legacy Foundry provides one solution to three of financial advisors' biggest challenges — acquiring more clients, retaining assets under management, and building a saleable business. With the platform, advisors help clients and their families communicate about death, dying and money, ensuring end-of-life wishes and wealth transfer plans are communicated before it’s too late. Advisors use technology and psychology to transform client relationships into family relationships, bringing on the whole family as clients.