Legacy FortressFor solicitors, financial advisers, employers and insurers
Give your clients a place for everything their family will need.
Offer Legacy Fortress Premium as part of your service. Your clients get a secure Vault; you get a simpler job when the time comes, without ever seeing what they haven't shared.
Seats for your clients
Buy a licence, invite clients by email or a registration link, and see seats used at a glance.
Suggest documents
Send a client the statement or policy for their record. They approve it before it's added.
Your own partner portal
A separate sign-in with two-step verification for your team, with an activity log of every change.
Thank you. We'll be in touch.
A member of our partnerships team will contact you within 2 working days to arrange your demo or set up your organisation and licence.
Book a demo or register your interest
See the client app and your partner portal in a 20-minute video call, or tell us about your organisation and we'll set up your partner account and licence with you.
Partners never see a client's Vault unless the client shares it. Already a partner? Sign in to the partner portal.