Legacy OS
The Infinite Legacy Family Office
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Create Professional Account

Set up your white-label Legacy OS platform for your clients.

Your clients will access: your-subdomain.legacyos.com

You can configure this later in your settings

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What's Included

White-Label Platform

Fully branded with your company logo, colors, and custom domain for a seamless client experience.

Client Management Dashboard

Manage all your clients from one central dashboard with analytics and progress tracking.

Estate Planning Tools

Give your clients access to comprehensive estate planning wizards, document storage, and templates.

Secure Document Vault

Bank-level encryption for all client documents with access controls and sharing permissions.

Billing Integration

Built-in billing and subscription management to monetize your services effortlessly.

Priority Support

Dedicated support team to help you and your clients succeed with onboarding and training.

Trusted by financial advisors, estate attorneys, and wealth managers nationwide.

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