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For Professionals

Your Clients Need This.
Let's Work Together.

Legacy on Chain is a secure legacy vault that helps families organize assets, beneficiaries, and succession rules in one place. We built the tool — you bring the expertise your clients trust.

The Conversation You're Already Having

Your clients are asking about digital assets, crypto inheritance, and how to pass wealth to the next generation without probate delays. Most professionals don't have a good tool to point to — and spreadsheets aren't going to cut it.

Legacy on Chain gives you that tool. We're not trying to replace what you do. We're building the platform that makes your job easier and your advice more actionable.

Built for How You Work

Whether you're tracking cost basis, drafting succession plans, or managing multi-asset portfolios — there's something here for your practice.

For Tax Planners & CPAs

Your clients with crypto and digital assets are a tracking nightmare at tax time. Legacy on Chain includes a full crypto tax tracker with FIFO/LIFO cost basis calculations, trade history imports, and organized records you can actually work with.

Crypto tax tracker with FIFO/LIFO calculations
CSV import from major exchanges
Capital gains/losses by tax year
Full audit trail of all vault actions
Multi-asset portfolio in one organized view
Wyoming DAO LLC legal structure

For Estate & Trust Attorneys

Your clients are going to ask about smart contract succession — if they haven't already. Legacy on Chain lets families organize succession rules today, with a roadmap toward automated transfers where you define the rules in plain language and the platform translates them.

"Your Attorney Defines the Rules" workflow
Legal structure comparison tool (LLC, Trust, DAO)
Beneficiary designation and allocation management
Transfer simulation for succession planning
Smart contract succession on the roadmap
Clear disclaimers — we don't practice law

For Financial Advisors & Wealth Managers

Your high-net-worth clients have assets scattered across accounts, entities, and custodians. Legacy on Chain gives them — and you — a comprehensive vault that tracks everything in one place, from real estate and equities to crypto and receivables.

Multi-asset dashboard (crypto, real estate, equities, receivables)
Asset manager tracking with AUM calculations
Portfolio allocation and reporting tools
Document vault with secure uploads
Governance and proposal management
Family/Business office mode toggle

How a Partnership Works

Simple, straightforward, and designed around mutual value.

1

Explore the Platform

Walk through the demo, see how your clients would use it, and ask us anything. No commitment needed.

2

Refer Your Clients

When a client needs a secure place to organize their legacy, you point them to Legacy on Chain. We handle the tech — you keep the relationship.

3

Grow Together

Shape the product with your feedback. As we add features like smart contract succession, your input makes them better for everyone.

What You Get as a Partner

Full Demo Access

Walk through every feature with your clients — the demo is always live at legacyonchain.io.

Referral Relationship

We don’t compete with you. You bring the expertise, we provide the platform. Early partners lock in a free integration during beta — we’ll formalize terms together before anything changes.

Shareable Materials

Interactive presentation, executive summary, and security documentation — ready to share with your clients.

Early Access to New Features

Be the first to see smart contract succession, blockchain audit trails, and other roadmap features as they launch.

Share With Your Team

Download a one-page overview of Legacy on Chain — the problem we solve, what's live today, and what's on our roadmap. Perfect for sharing with colleagues or bringing to your next team meeting.

Let's Talk

Tell us about your practice and how you think Legacy on Chain could help your clients. We'll set up a walkthrough.

We typically respond within 48 hours. Your information is never shared.

No commitment required — this is a conversation, not a contract.