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Your legacy
Made simple, smart and secure
LegacyEase is an advisor-grade digital vault for legacy planning - built for families and trusted by professionals.
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Whether you're building your financial foundation or safeguarding your family's future, we help ensure that your digital information is protected and passed on with confidence.
Our Mission
Planning today, securing tomorrow
We believe that legacy planning should be a smooth process, guided by trusted professionals and supported by technology that works. Our platform brings clarity to legacy and estate organization by giving families, individuals and their advisors a secure and structured way to protect what matters most—today and for generations to come.
Whether you’re building your financial foundation or safeguarding your family’s future, we help ensure that your digital information is protected and passed on with confidence.
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For Advisors
Built for Advisors and their clients
LegacyEase is designed to integrate into a professional firm's offering, enhancing the services delivered by professionals such as accountants, lawyers, wealth advisors and insurance brokers. Advisors can integrate LegacyEase into their client relationships, strengthening trust and ensuring continuity of care across generations.
Clients benefit from a simple, guided experience that helps them prepare thoughtfully—without feeling overwhelmed.
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Our Plans
Plans tailored to your firm
Our subscription model is designed for firms of all sizes. Whether you operate a small practice or an enterprise-sized organization, we have a plan suited to your needs.
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The LegacyEase Advantage
Secure. Structured. Canadian.
Data stored exclusively in Canada
All information is securely hosted on Canadian servers, ensuring it remains subject to Canadian privacy laws and regulations.
Enterprise-grade encryption and access controls
Advanced security protocols protect your data both in transit and at rest, with strict controls over who can view or manage it.
Clear permissions for family members and advisors
Easily assign and manage access levels so the right people can view or edit information when it matters most
Start organizing your legacy with confidence
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Our Blog
Insights to protect your legacy
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Welcome to LegacyEase
There’s a moment that many families face—often unexpectedly—when organization matters more than anything else. A will needs to be located. An insurance policy needs to be reviewed. An executor needs answers. Those are just some of the time-sensitive tasks that need completion after a loved one passes.
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Why digital vaults are an essential tool for advisors
The role of the professional advisor is evolving. Clients today are not only looking for expertise—they’re looking for clarity, organization and long-term support. They want confidence that their financial and personal affairs are aligned, accessible, secure and prepared for the future.
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Why estate planning—and digital vaults—matter for Canadians
Estate planning is one of the most important financial responsibilities an individual or family can manage—yet it’s often delayed, overlooked or left incomplete. It’s easy to understand why.
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Legacy Insights, Delivered
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Contact
info@mylegacyease.com
416 323 5774
Office
2 Bloor Street West, Suite 700 Toronto, Ontario M4W 3E2
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