A complete tour of what Legacy Sage does — and what it refuses to do.
Net worth, liabilities, beneficiaries and cash flow — one truthful view.
Directives, medications, clinicians and consents — instantly shareable.
Encrypted vault with rule-based, time-bound release.
Granular, audited permissions for family and professionals.
Continuous tax, fee, insurance and structural alpha discovery.
Always-on sentinels guarding against drift, fraud and decay.
| Capability | Spreadsheets & PDFs | Estate planner | Family office | Legacy Sage |
|---|---|---|---|---|
| Continuously reconciled net worth | — | — | • | ✓ |
| Real-time beneficiary map | — | partial | • | ✓ |
| Health proxy delivery in minutes | — | — | — | ✓ |
| Tax & fee alpha engine | — | — | partial | ✓ |
| Permissioned multi-party access | — | — | • | ✓ |
| Dead-man's-switch (Heartbeat) | — | — | — | ✓ |
| Event workflows (divorce, illness) | — | — | — | ✓ |
| Audit trail & data residency | — | — | partial | ✓ |
| Family-readable interface | — | • | — | ✓ |
Configurable dead-man's-switch: 7-day check-in, escalating to designated stewards.
See your plan exactly as your spouse, executor or child would see it.
Replay your estate to any date in the past — answers audit questions in seconds.
A discussion thread inside every page — decisions live next to the data.
Continuous scan for orphan subscriptions, dormant accounts and forgotten policies.
AI-guarded restriction on transactions that would harm future tax position.
A private 30-minute walkthrough. No deck. Just the platform, the Heartbeat, and the questions you have been quietly carrying.
