# Legacy360 Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Legacy360 Software - reviews, pricing plans, popular comparisons to other Workflow Management products and more.

Source: https://www.capterra.com/p/10044966/Legacy360

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# 

 Legacy360 Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on June 15, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Features](#features)[Pricing](#pricing)[Support](#support)

Legacy360

## What is Legacy360?

Legacy360 is estate planning software that helps individuals create wills, trusts, and healthcare directives while managing digital assets and securely sharing documents with family. The platform centralizes legacy organization through guided tools with templates and state-specific compliance for legal soundness across G20 countries. Secure document storage with 256-bit encryption allows controlled access for designated family members. Users can catalog online accounts and digital files, specify medical preferences, and authorize trusted individuals for decision-making. Legacy360 combines legal compliance with expert guidance, simplifying estate planning with professional document validation. Businesses can integrate its tools via APIs and white-label solutions.

## What is Legacy360 used for?

[Workflow Management](https://www.capterra.com/workflow-management-software/)

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

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Neutral

\-

Negative

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Starting price

$10

Flat Rate, Per Month

Free trial  
available

Includes Free Version

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Do you work for Legacy360?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://inheritus.com/&name=Legacy360)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Activity Tracking

Track and document all activities across devices, networks, and other systems

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

API

Application programming interface that allows for integration with other systems/databases

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Legacy360 23 features

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Manage the process of evaluating documents or requests submitted for approval

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

Provides a channel for team members to share AI models, media files, communicate, and work together

Customize data fields to support various needs and use cases

Import and export data to and from software applications

Store, manage, and track all electronic documents in a centralized location

Store, manage and track all forms in a centralized location

Use AI to generate content in the form of text, images, videos, etc.

Access software remotely via mobile devices

Observe and track the demand, usage, progress or quality of a system, product, or user

Reporting on how each user, task or process has advanced since its initiation

Receive data and information in real time

View and track pertinent metrics to find patterns and gain insights from data

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

Search and filter data across systems to locate required information by entering keywords or certain criteria

Create, manage and track all task activities and progression

Alter the default workflow to meet your organization's needs

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## Pricing

Free Trial

Monthly

$10.00

Flat Rate,Per Month

1 Year Term

$100.00

Flat Rate,Per Year

Lifetime Plan

$599.00

Flat Rate,One Time

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## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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