Legado is the leading digital tool to help you securely organise, store and share your most important life information and documents.
Our intuitive digital vault allows you to collaborate with family and advisers in creating your life, legacy and estate plan. Your family and advisers will have all the information they need in the event of an emergency. Through a combination of original content and guides, interactive tools, a personalised guidance engine and an intuitively organised digital vault, Legado assists people in organising all the important details about their lives and affairs in one secure, accessible place.
Clients are able to delegate ‘Nominees’, such as their solicitor or accountant, family members or executors of their Will. The information is controlled by the client and they decide as to who this information is shared with and how much information is shared (clients are able to share entire libraries or individual folders). Access can be granted or revoked at any time and specific written instructions can be included.
Legado is only available through professional advisers. Advisers can use the digital tool to build deeper and more meaningful relationships with their clients.
The digital tool also helps advisers to create a natural introduction to their client’s family, facilitating intergenerational relationships and retention of assets when a client passes away. The intuitively organised vault will also help to identify gaps in a client’s planning, ensuring they are fully prepared for the future and what life may bring. It is also possible to co-brand Legado, helping demonstrate true value for an adviser’s advice proposition.
At Legado, we have broad expertise across a range of different fields. Our founder and advisory board have worked with some of the largest organisations in the world helping them to solve complex challenges in addition to high growth technology start-ups.
We are passionate about helping people be more organised and better prepared for the future. We understand the importance of data and strive to enable consumers to make decisions about how they use and share their data.
Find out more about the team and advisory board: https://www.joinlegado.com/about-us/
Josif began his career in Silicon Valley. Initially start-up focussed, he helped steward the growth and acceleration of some of the world’s most exciting emerging tech start-ups. Josif subsequently gravitated towards roles where he could help some of the world’s leading corporations improve their businesses through the application, understanding and integration of technology.
Tommy retired from Aegon in March 2018. He joined Aegon in May 2009 as Governance and Controls Director and took up the role of Chief Operating Officer in September 2011 taking accountability and responsibility for all Aegon UK Operations (IT, Change, Customer Services and Property Services). Prior to joining Aegon UK, Tommy held a range of roles in UK financial and service organisations including HBOS, Barclays and Sage and before that held senior management positions at GE Capital.
Karen is a qualified Chartered Accountant with over 25 years financial and operational experience in a professional services environment. Having qualified with KPMG, Karen spent her early career with GE Capital, a global financial service provider and HBOS/Lloyds Banking Group. Karen has also held other senior finance positions including leading Finance Transformation programmes and major re-structuring of business projects following legislation change.
Duncan has over ten years of experience in executive positions within a financial service career that has spanned over 30 years. He is a specialist on distribution within the sector having worked in pensions, investment, platforms and protection. He has also held non-executive positions in distribution and been a key note speaker at Industry events.