LegacyShield
Helping the life insurance industry grow through client connectivity and digital distribution.
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
At a Glance
- Founded
- 2014
- Headquarters
- Woburn, Massachusetts, USA
- Employees
- 11-50
- Funding
- Acquired (by SBLI, August 2021)
Category & Focus
- Category
- Customer Engagement
- Subcategories
- Digital Legacy Planning Estate Planning Technology Client Portal
- Insurance Verticals
- Life & Annuity
- Target Customers
- Carriers, Agents/Agencies, Consumers
Customers
- SBLI (parent company and primary carrier partner)
- SafeMoney
- Females and Finance
- Quotacy
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Last updated: 2026-04-08