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Generated with AI from 9 reviews on Trustburn

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Noelle Tarazona
Reviews 1

I had an average experience with LegacyFoundry. The customer service needs improvement as it took a long time for my query to be resolved. However, I appreciated the prompt follow-ups from the sales team. The website is user-friendly and easy to navigate.

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About LegacyFoundry

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 β€” 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.