Your clients trust you. Give them continuity infrastructure.
You've seen what happens when a client passes without organization. The family calls you — grief-stricken, confused, and asking questions no one can answer. Legacy on Chain gives your clients a continuity platform they'll actually use.
You Already See the Pain
Retail consumers often don't act until a crisis. Advisors already understand the problem.
“A client passed last year. His wife called me in tears — she didn't know half the accounts existed.”
Financial Advisor, 15 years
“The executor spent eight months piecing together a $4M estate. I could have helped, but I didn't have access to the full picture.”
Estate Planning Attorney
“My clients do great financial planning, but none of them have documented where everything actually is.”
Wealth Manager
Everything You Need to Manage Client Continuity
A dedicated portal built for advisors — not bolted onto a consumer app.
Household Dashboard
See every client household at a glance. Track estate readiness scores, asset totals, and action items across your book of business.
Readiness Scoring
Each household gets a 0–100 readiness score based on 9 factors — assets documented, beneficiaries named, documents uploaded, security configured, and succession rules defined.
Compliance Audit Trails
Every page view, document access, and report download is logged with timestamps and IP addresses. Download FINRA-ready compliance reports anytime.
Branded PDF Reports
Generate estate readiness reports, executive briefs, and family guides — branded and ready to share with clients, co-counsel, or beneficiaries.
Role-Based Access
You see only what your client authorizes. Five-tier permissions ensure the right people have the right access — nothing more.
AI Continuity Assistant
AI that understands your client's vault structure and helps surface gaps, generate summaries, and prepare for client meetings.
How Advisors Use Legacy on Chain
You don't build the vault — your client does. You get a window into it, with exactly the access they authorize.
Client Invites You
Your client signs up, organizes their vault, and invites you as their advisor with role-based access.
Review Their Vault
See assets, documents, beneficiaries, and succession rules. Identify gaps in their continuity plan.
Upload & Coordinate
Upload documents, add trusted contacts, and leave private notes tied to specific households.
Generate Reports
Create branded PDFs for client meetings, estate reviews, or co-counsel coordination.
Built for Fiduciary Standards
Every action you take inside a client's vault is logged. Not because we don't trust you — because your compliance officer needs to see the record.
Complete audit trail — page views, document access, report downloads, all timestamped
One-click FINRA-ready compliance report PDF generation
AES-256 encryption at rest, TLS 1.3 in transit, 2FA on every account
Zero custody — we document assets, we never hold them
Session logging with IP address tracking and device fingerprinting
Client controls your access — revoke anytime, no data retention after removal
What Advisors See vs. Don't See
70%
of wealth transfers fail by the second generation
Williams & Preisser
57%
of Americans lack basic estate documents
Caring.com 2024
8 mo
average time to settle a disorganized estate
AARP
$14K
average probate cost for mid-size estates
SmartAsset
Stop Rebuilding Estates After the Fact
Your clients already trust you with their financial futures. Give them the continuity infrastructure that means their families won't have to start from scratch when the time comes.
Free during beta · No credit card · Platform partnership inquiries welcome
Not financial or legal advice. Legacy on Chain is a family continuity platform. Consult a qualified professional for estate planning decisions.