Document processing is typically faster, but it may take up to 24 hours after the file is uploaded. A notification will be sent once processing is complete.

Legacy Logix is committed to ensuring the proper organization of your documents. Documents contain diverse information that must be collected to inform your digital vault. For instance, when uploading a financial statement, Legacy Logix requires the extraction of the current account balance, financial institution, account type, and other relevant details. In some cases, a single financial statement may encompass multiple accounts that need to be created in Legacy Logix, such as a checking, savings, and car loan account all within the same statement. Similarly, more intricate legal documents, such as trusts and wills, may contain numerous significant data points.

Unlike other tools, Legacy Logix occasionally requests a fiduciary review of the information on your behalf. This ensures the most accurate and comprehensive representation of your data in Legacy Logix’s vault.