Legacyshield Discounts – Verified Deals & Offers | September 2026

Easy setup, quick access

Signed up for Advisor Dashboard. Setup was fast. Uploaded client documents without problems. Everything is secure and accessible. Good tool for my practice.

Consistent service, reliable platform

This isn't my first time using LegacyShield; I've been with them for over a year now. I initially tried them for their Estate Planning Software and found it to be very user-friendly. My experience this time, setting up a new client with the Family Connection Mapping and Beneficiary Management features, was just as smooth as previous times. The platform consistently performs well, and I haven't encountered any downtime. It's reliable, which is crucial for my business. That's why I keep coming back – the consistency and the peace of mind knowing my clients' sensitive information is handled securely within the Digital Asset Storage.

Good for clients

I got my clients set up on LegacyShield through my advisor. It was pretty easy to get my documents uploaded into the Digital Vault. I liked that I could invite my family members to view things too, made it feel more connected. The Secure Messaging was also a nice touch for quick questions. No real issues, everything just worked.

Platform works as advertised

I signed up for the Financial Professional Portal a few months ago after using a competitor. The onboarding process was straightforward, and linking it to my CRM was surprisingly smooth; it took about an hour to get the basic integration working. Document Upload is intuitive, and I've started using the Client Collaboration Tools with a few key clients. They found the Digital Vault easy to navigate, which is a big plus. Delivery of the service itself is instant, of course, being software. Support was responsive when I had a question about customizing the professional branding options, replying within a few hours. The Policy Tracking feature has been particularly helpful for my life insurance clients. Overall, a solid service that helps streamline my practice.