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DGLegacy Review

DGLegacy
Our score: 8.0 User satisfaction: 97%

What is DGLegacy?

DGLegacy is a  digital vault service that aids users to protect their personal, digital, financial, and non-financial assets along with the beneficiaries of such assets. It stores and manages essential information and documents about your assets and ensures that designated beneficiaries and trustees can access them when something bad happens to you. 

Used by technology employees, ex-pats, individuals with complex assets, asset & wealth managers, and estate planners, DGLegacy secures various types of assets against unexpected circumstances. These assets include bank accounts, life insurances, company stocks, mutual and hedge fund investments, pension and retirement plans, private equities, real estate properties, stock options, restricted securities,  ETFs, cryptocurrencies, and digital assets.

You can catalog all your assets and passwords in a secure environment, upload related documents, and update assets and details anytime. You can also assign beneficiaries and trustees to your assets. If an unforeseen event occurs, your beneficiaries will get the information and support they need for discovering, tracking, and claiming the assets.

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Overview of DGLegacy Benefits

Asset Protection from Unexpected Events

DGLegacy helps users secure their assets from unexpected circumstances, such as if they die or become incapacitated, or their beneficiaries forget or lose access to the assets. DGLegacy allows you to safely store and handle information and documents related to your assets. More importantly, you can give your loved ones access to your assets and data when they need them most.

Your appointed beneficiaries can access information about your assets at the time you cataloged them or only when something bad happens to you. You can also delegate trustees to your assets who will assist the beneficiaries in identifying, tracking, and claiming your assets in case an unforeseen event occurs. Plus, DGLegacy permits you to take and save snapshots of your assets along with their corresponding beneficiaries and update assets and relevant details any time you want. 

Seamless Digital Inheritance

The digital vault service allows the seamless transfer of assets to designated beneficiaries in the event the owners pass away.  It aids users to ensure that their loved ones can inherit their assets should unforeseen events happen to them, regardless of how dynamic, diverse, and complex their assets are. Thus, this can be achieved whether you’re an expat who has financial, physical, and digital assets in different countries, a person who owns multiple types of assets, or a tech employee who has RSUs or stock options located in various asset vaults or services.

DGLegacy’s system automatically sends confirmation and reminder emails at predefined intervals to verify your status. If you don’t respond to email and phone confirmations, that will trigger the system to send notifications to your designated beneficiaries and trustees. Your beneficiaries will know what specific assets are assigned to them, where to find those assets, and how to claim ownership of the assets. With DGLegacy’s Premium Plan, your family members can even get assistance from a law firm for finding and claiming your assets.

Secure Password Management

DGLegacy also enables you to securely store, handle, and share passwords. You’ll keep and manage your passwords for various accounts in a centralized environment. Some examples of such accounts are online banking and payment, crypto wallet, stock trading platform, insurance, social media, email, and online subscription, and media library accounts.

Through full data encryption and two-factor authentication, DGLegacy prevents hackers, fraudsters, and malicious people from accessing and compromising your accounts and credentials. If anything happens to you, DGLegacy will proactively reach out to your family members or beneficiaries to inform them about your assets and passwords.

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Overview of DGLegacy Features

  • Asset Cataloging
  • Asset Snapshots
  • Document Upload
  • Password Management
  • Beneficiaries & Trustees
  • Owner Status Verification
  • Beneficiary & Trustee Notifications
  • Dedicated Support
  • Legal Support

What Problems Will DGLegacy Solve?

1. Expat:
Typical situation:
– Lives outside of a home country
– Moves from country to country
– Family members in other country
– Multi-country assets
Expat pain points:
– Family members not aware of all assets, as they are complex and in multiple countries.
– Complexity and non-transparency for the partners/beneficiaries
– Family members don’t know how to locate and claim ownership of the assets in case of unforeseen event

2. Employee in a tech company
Typical situation:
– Stock options or RSUs are part of the compensation package
– Each company using different asset management system to store employees stock options or RSUs
Pain points:
– Family members not aware of all company stocks and RSUs that the person owns
– Complexity and non-transparency for the partners/beneficiaries
– Family members don’t know how to locate and claim ownership of the assets in case of unforeseen event

3. Global citizen
Typical cituation:
– multiple and diverse assets in different countries
– angel investor
– company stocks portfolios
Pain points:
– Family members not aware of all digital and financial assets that the person owns
– Complexity and non-transparency for the partners/beneficiaries
– Family members don’t know how to locate and claim ownership of the assets in case of unforeseen event

Awards & Quality Certificates

An award given to products our B2B experts find especially valuable for companies
An award given to products our B2B experts find especially valuable for companies

DGLegacy Position In Our Categories

Keeping in mind companies have distinct business demands, it is wise that they steer clear of picking a one-size-fits-all, ideal business application. Just the same, it would be difficult to try to chance on such a software product even among widely used software systems. The sensible thing to do can be to note down the several essential functions which merit deliberation such as crucial features, price plans, technical skill aptitude of staff, company size, etc. Then, you should double down on the product research through and through. Have a look at these DGLegacy analyses and look over each of the solutions in your shortlist in detail. Such well-rounded research ensure you stay away from unsuitable applications and choose the one which provides all the features your company requires.

Position of DGLegacy in our main categories:

TOP 50

DGLegacy is one of the top 50 File Sharing Software products

Since each company has specific business needs, it is prudent for them to abstain from seeking a one-size-fits-all faultless software application. Needless to say, it would be futile to try to find such a system even among widely used software solutions. The intelligent thing to do would be to list the various essential factors that need consideration such as main features, budget, skill levels of employees, company size etc. Then, you should do your homework thoroughly. Read some DGLegacy IT Security Software reviews and investigate each of the other solutions in your shortlist in detail. Such exhaustive research can make sure you discard ill-fitting platforms and zero in on the solution that offers all the elements you require for business success.

How Much Does DGLegacy Cost?

DGLegacy Pricing Plans:

Free Trial

Silver

Free

Gold

$5.99/month

Platinum

$9.99/month

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What are DGLegacy pricing details?

DGLegacy Pricing Plans:

Free Trial

Silver

Free

Gold

$5.99/month

Platinum

$9.99/month

DGLegacy provides three enterprise plans for users to choose from. You can use the service for free, pay for 4 years, or pay only once. Here are the details:

Silver – Free

  • 3 assets protection
  • 10 passwords protection
  • 1 assigned beneficiary/asset
  • Unlimited assigned trustees
  • Email notifications for beneficiaries
  • Email confirmations for detecting unforeseen events
  • Full data encryption
  • Multi-factor authentication

Gold – $5.99/month (4-year subscription) or $120 (lifetime subscription)

  • Unlimited no. of assets, beneficiaries, & trustees
  • Unlimited no. of passwords
  • Email & Phone notifications for beneficiaries
  • Email & Phone confirmations for detecting unforeseen events
  • Document upload
  • Asset snapshot download
  • Email address validation
  • Full data encryption
  • Multi-factor authentication

Platinum – $9.99/month (4-year subscription) or $180 (lifetime subscription)

  • All features in Gold Plan, Plus:
  • Dedicated support for beneficiaries
  • Legal support for beneficiaries

User Satisfaction

Positive Social Media Mentions 7
Negative Social Media Mentions 0

We are aware that when you decide to buy a IT Security Software it’s crucial not only to learn how professionals evaluate it in their reviews, but also to discover whether the real people and businesses that bought this software are indeed happy with the service. Because of that need we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and DGLegacy reviews across a wide array of social media sites. The information is then displayed in an easy to understand format showing how many users had positive and negative experience with DGLegacy. With that information available you should be prepared to make an informed buying decision that you won’t regret.

Video

Technical details

Devices Supported

  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Free
  • One-time payment
  • Annual Subscription

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for DGLegacy?

DGLegacy integrates with Active Directory and social media networks.

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Jenny Chang

By Jenny Chang

Jenny Chang is a senior writer specializing in SaaS and B2B software solutions. Her decision to focus on these two industries was spurred by their explosive growth in the last decade, much of it she attributes to the emergence of disruptive technologies and the quick adoption by businesses that were quick to recognize their values to their organizations. She has covered all the major developments in SaaS and B2B software solutions, from the introduction of massive ERPs to small business platforms to help startups on their way to success.

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