# LegacyShield

> Helping the life insurance industry grow through client connectivity and digital distribution\.

## At a glance

| Field | Value |
| --- | --- |
| Category | Customer Engagement |
| Type | Solutions Provider |
| Region | NA |
| Headquarters | Woburn, Massachusetts, USA |
| Founded | 2014 |
| Stage | Growth |
| Employees | 11-50 |
| Funding | Acquired (by SBLI, August 2021) |

## Overview

LegacyShield is a digital legacy and estate planning platform that helps life insurance companies, financial advisors, and insurance professionals deepen client relationships through ongoing engagement beyond the initial policy sale. The platform positions itself as a bridge between insurance advisors, carriers, and end consumers -- providing tools for secure document sharing, client communication, and life planning.

Originally founded as an independent company, LegacyShield was acquired by The Savings Bank Mutual Life Insurance Company of Massachusetts (SBLI) in August 2021, becoming a subsidiary focused on client engagement, loyalty, and digital distribution for the life insurance industry.

The company distributes through insurers, independent financial advisors, and brokerage partners. Prior to acquisition, LegacyShield raised an estimated USD 4.5M--6M across seed and early rounds, with FINTOP Capital as a key institutional investor.

## Products & services

### Link by LegacyShield

Primary advisor platform for client communication and relationship management. Enables advisors to deliver quotes, store policies, and maintain ongoing engagement with clients.

**Key features:**

- Digital quote delivery and online policy storage
- Secure document sharing with collaborative management
- Live messaging with read receipts and multi\-channel notifications
- Automatic task reminders and client activity logs
- Mobile\-optimized interface for field advisors and a client portal

*Target users:* Independent insurance advisors, financial advisors, carrier distribution teams

### MyBasic Estate

AI-driven estate planning solution that guides users through creating basic estate planning documents with professional attorney review.

**Key features:**

- AI\-guided estate planning document creation workflow
- Access to a network of 70\+ attorneys for document review and finalization
- Digital delivery of completed documents
- Integration with life insurance policy data for comprehensive planning

*Target users:* Policyholders, consumers, life insurance clients

### LegacyLife

Life insurance policy tracking and beneficiary notification capability.

**Key features:**

- Lifetime coverage tracking with flexible cancellation options
- Premium refund options upon cancellation
- Automated beneficiary notifications upon policyholder death
- Policy aggregation and real\-time tracking

*Target users:* Policyholders, beneficiaries

### MyVault

Secure digital vault for storing and sharing important documents and credentials.

**Key features:**

- Storage for policies, account credentials, and important documents
- Document organization and categorization by type
- Secure sharing with family members and advisors
- Web and mobile access

*Target users:* Policyholders, families

### MyWishes

Tool for documenting and securely storing final wishes and end-of-life instructions for family members.

*Target users:* Policyholders, consumers

### MyLife Stories

Digital legacy journal for preserving and sharing personal stories, traditions, and history with family members.

*Target users:* Policyholders, consumers

### MyFinancial View

Financial account aggregator with calculators for key financial decisions.

**Key features:**

- Account aggregation powered by Plaid
- Financial calculators for key life and insurance decisions

*Target users:* Policyholders, financial advisory clients

## Category & focus

- Subcategories: Digital Legacy Planning, Estate Planning Technology, Client Portal
- Insurance verticals: Life & Annuity
- Target customers: Carriers, Agents/Agencies, Consumers

## Notable customers

- SBLI \(parent company and primary carrier partner\)
- SafeMoney
- Females and Finance
- Quotacy

## Links

- Website: <https://www.legacyshield.com>
- Directory profile: <https://insurtechlist.com/companies/legacyshield/>
- Linkedin: <https://www.linkedin.com/company/legacy-shield>
- Products: <https://www.legacyshield.com/products/>

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*Last updated: 2026\-06\-03*