Legacy Lab App

Your Secure Digital Vault for Legacy Planning

Legacy Lab helps you organize all your financial, personal, and health information in one secure place—so your end-of-life wishes are clear and accessible to those who matter most.

Getting Started is Simple

We’re here to take the stress out of planning. With just a few taps, you can begin organizing the important details of your life in one safe, private space.

Here’s how to get started:
1. Download the app
2. Create your account
3. Start adding documents, financial accounts and details at your own pace.

You didn’t build your legacy in one day so don’t expect to get it all organized in one day.

Features included in this premium subscription:

Legacy Document Storage:
Multiple dropdown menus help you identify what to include. You don’t have to know everything up front—we’ll guide you.

Personal
• Digital account logins
• Marriage certificate
• Funeral instructions
Financial
• Real estate deed
• Vehicle title
• Life insurance info
Health
• Medicare card
• Prescription list
• Medical power of attorney

Organizer for Financial Accounts:

Include Account and Expense information for settling your estate:
• IRA accounts
• Mortgage information
• Subscription details

Capture the Little Things Too

Add notes for life's unique details:
• Your pet’s medications, food, and vet information
• A list of who you’d like to attend your celebration of life and other planning details.
• Trusted contacts like family, friends, and professionals (even the electrician who knows your home!)

Share with Loved Ones When You're Ready

When you’re ready to grant read-only access:
1. Enter your loved one’s email
2. They will:
◦ Install the app
◦ Create an account
◦ Tap “Guest Login”
◦ Enter the invite code (check spam folder!)
3. You’ll get an email to confirm or deny access
4. If approved, they’ll receive a notification and can view only (not edit) your info
Guest access is always free—no subscription required for loved ones to view your info.

Your Privacy Comes First
• 2-factor authentication and optional Face ID
• End-to-end encryption protects your data
• You control who sees your information
• Full account deletion available anytime in settings

Please enjoy a free month trial of the premium version of Legacy Lab. Subsequent use requires a paid subscription.