Legacy Sage gives the named executor a complete, pre-arranged workspace on day one — every account, every policy, every wish, already documented, already accessible.
Custodial, retirement and digital accounts the executor learns about months later.
Designations that contradict the will — discovered too late.
Six months of paperwork before the first distribution.
Every account and policy, indexed, dated, and matched to its document.
Will, trusts and policies released to the executor at the moment they're needed.
The handoff was rehearsed long before it was required.
Through Legacy Sage's pre-arranged Heartbeat protocol, Daniel was granted executor access on day one — every account, every policy, every wish — already documented, already named.
“Settling my father's estate would have taken a year. It took eight weeks.”
“I have stopped asking families for shoeboxes of paperwork.”
“The audit log answered a sibling's question before it became a lawsuit.”
A private 30-minute walkthrough. No deck. Just the platform, the Heartbeat, and the questions you have been quietly carrying.
