Legacy Locker

Hope everyone is having a good monday.  We are, as the CNN article about us went live today and thankfully it’s a great piece (video too)!  In coincidental timing we have a planned server upgrade happening tonight at midnight PST.  At that time we’ll be moving the “application” part of Legacy Locker separate from the “content” part of the site.  The only possible impacts to you are (1) the site will be down for up to an hour, and (2) if you have bookmarked https://www.legacylocker.com/dashboard your new dashboard will be https://secure.legacylocker.com/dashboard.

Please note: you may see some error messages in the interim, but this does not affect your data in any way!! We apologize for any inconvenience this might cause you during the transition!

When we launched Legacy Locker, we knew that this idea would cause people to think about their online identity as something to value and protect.  Apparently, we weren’t the only ones.  In the midst of glowing press coverage and questions from new estate planners, one email stood out as being a different kind of query.  The author was confident, inquisitive and – dare we say- brilliant enough to see immense value in our company.

The author was Gregg Delman and we’re proud to introduce him as our new Director of Business Development.  Gregg is an attorney with extensive experience in the estate planning field.  He began his career working for a financial planning and investment management firm in New York.  There, he drafted and helped execute estate planning documents (including wills, living wills and health care proxies), constructed financial plans, and managed investment portfolios.

After New York, Gregg made his way west to San Francisco where he worked in the Private Client Advisors Group for Deloitte & Touche USA.  At Deloitte, Gregg provided advice on mitigating appreciation of assets within estates ranging from $10 million to in excess of $100 million through trust vehicles including GRATs (Grantor Retained Annuity Trusts), IDITs (Intentionally Defective Irrevocable Trusts) and CRTs (Charitable Remainder Trusts).   He also researched complex taxation issues, prepared and reviewed tax returns and related schedules for high net worth individuals, trusts and partnerships.   Gregg’s business development skills grew by working with the “Deloitte Pursuit Team,” where he built new relationships with high profile target clients and developed marketing materials based on changing market conditions and new legislative initiatives coming out of Washington and Sacramento.

In addition to having the background and expertise needed to grow lasting relationships with estate planners and customers, Gregg’s personality is an excellent fit for our company’s personality:

• His academic curiosity has lead him to master Economics, Political Philosophy, Business and Law.
• His adventurous will has spring-boarded him from South Florida to the Middle East, from Paris to New York and ultimately to San Francisco.
• His drive to succeed is fueled by his desire to bring innovative, relevant solutions to the field of law through fresh technology.

Since we’re a small team, Gregg will be wearing many hats and work with all levels of customers.  If you’re an Estate Planner or a like-minded organization and you want information on how Legacy Locker can help you serve your clients, talk to Gregg.  If you’d like to discuss partnering with Legacy Locker, you can talk to Gregg.  If you’re an individual and you’re not sure if you understand how Facebook can be an asset, ask Gregg.  If you are an employer and you’d like to include Legacy Locker as part of your employees’ benefits package, talk to Gregg.  If you’re a student and you want to write your masters thesis on how technology is changing the face of law, talk to Gregg.  If you have a question about Legacy Locker and you’re not sure if you should talk to Gregg, talk to Gregg.

As you can see, we’re happy to have Gregg and to keep him as busy as possible!  You can reach Gregg at gregg@legacylocker.com and you can follow him on Twitter @gdelman.  Also, feel free to leave your welcome comments here on the blog or on Legacy Locker’s Twitter account, @legacylocker.

After months of diligent hard work, brainstorming, and concerted effort we’re pleased to open our (virtual) doors and welcome folks into our service. Legacy Locker is open for business – please come and sign up.

As you’ve read so far, Legacy Locker is the safe and secure way to pass online accounts to friends and loved ones.   Our mission is to make sure that your digital assets (online accounts like email, social networks, and other web services) are as well protected as well as your physical assets. We know it’s not fun to think about one’s own mortality.  But if you’re planning for the future, and concerned about the distribution of your various assets (cars, house, stocks) you might also want to think about all the information you’ve accumulated online.  Things like your Flickr or Shutterfly account, your email accounts, your blog or your even your WoW character all have value.  They all represent investments of time, energy, and money.  Those digital assets should be protected and passed onto your chosen beneficiaries.  That’s where we come in.

One of our primary goals is to ease some of the pain, difficulty, or frustration that occurs at a time of grief.  If we’re able to help people rest easier thinking about the future, and make a difficult time even a little bit simpler, we’re accomplishing what we set out to do.

So please, come on and set up a Legacy Locker account.  You can start with a free account to get a feel for what we do, and upgrade any time for unlimited asset storage.  If you have feedback, suggestions, concerns, or anything else you want to share you can always reach out to us at: support [at] legacylocker [dot] com.  We’d love to hear from you.

many thanks,

the Legacy Locker team

As I wrote in my personal blog, Legacy Locker was borne out of personal needs.  In brief summary, the combination of two events led to the founding of the company: having my first child and my grandmother passing away.  My wife and I were advised to enlist a local estate planner to create our will, and that was my first exposure to even thinking about my own mortality, as well as the notion of assets and beneficiaries.  Later that same year when my father’s mother died, he and I tried tracking down her Hotmail login information, but were completely unable to do so.  Some spark of ingenuity later, and enter Legacy Locker.

Fundamentally our goal with the company is to make peoples’ lives better and easier.  We’ve been asked if someone could just use an index card, write down all their passwords, and leave it in a safety deposit box.  Sure, but it means hauling yourself to the bank everytime you want to make an update.  Not easy.  Over the coming months, we’ll continue introducing additional features to improve the existing features, add new ones, and generally make Legacy Locker as useful and helpful as possible.

The site launches tomorrow, and we look forward to hearing your feedback!