How It Works

Legado's digital vault helps your customers to securely organise, store and share their most important life information and documents.

How It Works Mockup 2 Legado Update

Sign-up

To sign up and use Legado for free, click 'Sign up'

If you are a professional adviser or corporate organisation looking to use Legado for your clients, get in touch.

Simple file storage

Your customers can store documents and information across six main categories:

  • About Me
  • Finances
  • Accountant 
  • Legal
  • Property & Vehicles 
  • Legacy planning 

Adding new files is easy, and our simple, clear interface means your customers will always know where all their important documents are. We can also integrate into existing applications, automatically updating your customer's vault with documents.

 

Our solution is available white-labeled, cobranded, or embedded (via our flexible decoupled API) enabling seamless integration into your existing digital experience.

Share and collaborate

Your customers invite nominees to view some or all of their files, so they have ready access to important documents if something should happen to your customer or they need to securely share documents as they reach key life events.

Customers can choose how much access they grant to their digital vault and can invite as many nominees as they wish. 

They have complete control over what their nominees can view, and they can revoke nominee access at any time.