Ensure A Promise Made Is A Promise Kept With LegacyShield

Over $2 billion1 is spent on probate fees annually and $59 billion2 in lost money has been

turned over to the government. LegacyShield® helps solve this problem.

Protect and preserve all your values and valuables in 3 simple steps


1) Create your complimentary account  

    Click Here to Get Started

2) Add the people who matter the most.
Add the people in your life who will need guidance after you're gone. 

3) Follow the easy to-do list
Add a file or document, your Life insurance policy or other information you want your people to know about after you're gone.

 own digital Fort Knox for FILES & DOCUMENTS

From your insurance policies to your last will & testament, store everything for today, tomorrow and when you are no longer here. Choose who receives the information based on trigger events.

Your virtual filing cabinet.

Categorize and record everything you use. Store information about accounts like email, utilities, memberships, or subscriptions so you never forget.

Get Started

Create the right estate planning documents tailored to your situation.

Sometimes, a basic estate plan is not enough. Our estate plan analyzer takes the guesswork out of knowing what documents are best for you and your family.

Your Financial Dashboard

Organize all your accounts from multiple financial institutions within an intuitive online dashboard. From bank and retirement accounts to credit card balances, everything is accounted for here.



You know what you want - do others?

Record your final wishes to eliminate the typical stress and confusion left upon your loved ones. Eliminate uncomfortable conversations, and change your instructions whenever you like.

Your story lives on

Record your life story. Ensure your family and future generations learn from your life lessons, enjoy your anecdotes, carry on family traditions and know everything you want them to know about you.

The LegacyShield® team has been helping families create lasting legacies for nearly 20 years. This was developed to bring those services to everyone.
Register Here      or      Login Here


“Our job is to protect families by providing affordable, dependable life insurance, living benefits and investment management but this is only part of the solution. The other part is making sure families receive the benefits they are entitled to. LegacyShield will ensure this happens.”

Jason Sandos
PRESIDENT & CEO • Sandos Financial Inc.


Sandos Financial has partnered with LegacyShield to provide certain products at no cost. Additional LegacyShield products may also be available for purchase. Your relationship or agreements with LegacyShield® are separate from your relationship or agreements with Sandos Financial. The kits you may be receiving access to through LegacyShield® are not intended to be legal, tax, or investment advice. You should consult your own legal or tax advisor regarding your personal situation. LegacyShield® is a subsidiary of SBLI.

1 Probate by the Numbers: Stats and Figures. (2016). [Blog] Available at: http://www.queens-probatelawyer.com/probate-by-the-numbers/ [Accessed 6 Aug. 2019]

2 Hicken, Melanie. “$58 billion unclaimed: Is some of it yours?” CNNMoney, Cable News Network, 24 Jan. 2013, money.cnn.com/2013/01/24/pf/unclaimed-money/index.html.