LegacyShield
Information by Research Trustfinance
Founded in 2015, LegacyShield provides a comprehensive, B2B2C digital platform that empowers financial advisors, insurance agents, and other professionals to engage their clients in life and legacy planning. The platform offers a suite of tools including a secure digital vault for important documents (My Life Locker), estate planning document creation, password management, and the ability to share final wishes and directives. The company's mission is to help families protect their legacy and prepare for the unexpected. In 2023, LegacyShield was acquired by Assurance, a subsidiary of Prudential Financial, to further enhance its distribution and capabilities.
United States
Industry
- Legal ServicePRIMARY
- Other Service
Financial
HQ Location