Vault & portal · One-time
Digital Legacy & Vault
Organize wills, trusts, policy numbers, and beneficiary instructions in one secure family document hub. One-time purchase — lifetime access.
Learn more →Client Portal · Calculators · Subscriptions
Financial Planning Tools & Subscriptions
Free calculators, premium client trackers, and Advisor Pro workspace — debt payoff, life insurance needs, retirement projections, legacy vault, and more.
For clients
Self-serve between meetings — track progress, organize documents, and stay on top of your plan.
Tracker · Free
Beneficiary Review Checklist
Free checklist to review beneficiaries on every account, policy, and retirement plan. Align designations with your wishes before life changes.
Learn more →Simulator · Free
Debt Freedom Visualizer
Free credit card and debt payoff visualizer. See payoff timelines, total interest, and how extra payments shorten your debt-free date.
Learn more →Tracker · Premium
Emergency Fund Builder
Set a 3–6 month emergency fund goal, track progress, and see how long it takes at your savings pace. Included in Premium Client subscription.
Learn more →Tracker · Premium
Financial Vital Signs
Premium 2-minute checkup for emergency savings, debt pressure, protection gaps, and monthly breathing room. Rough estimates welcome.
Learn more →Tracker · Premium
Policy Maturity & Ladder Tracker
Track term expirations, premium due dates, and coverage gaps across your policies. Avoid lapses with a clear policy ladder view.
Learn more →Vault & portal · Advisor Pro
Secure Document Hub & Messenger
Check off documents you have ready, draft a message, and connect with your advisor. Advisor Pro feature for client collaboration.
Learn more →Analyzer · Free
Mortgage Protection Estimator
Free estimator for income-replacement coverage to help protect your home if the unexpected happens. Educational — not a quote.
Learn more →For advisors
Advisor Pro ($15/mo or $100/yr) — client premium tools plus meeting prep, What-If modeling, and upcoming releases.
Analyzer · Free
Human Life Value Analyzer
Free D.I.M.E. life insurance needs analyzer — debt, income to replace, mortgage, and education. Optional branded PDF report available.
Learn more →Simulator · Free
Term vs. Permanent Simulator
Compare permanent life cash value growth vs. buying term and investing the difference. Workshop-friendly educational simulator.
Learn more →Vault & portal · Free
Client Meeting Prep Kit
Free pre-call checklist — discovery questions, documents to request, and follow-up prompts for financial strategy meetings.
Learn more →Simulator · Advisor Pro
What-If Scenario Modeler
Toggle life events in a meeting — job change, new baby, home purchase — and discuss protection and cash-flow impact with clients.
Learn more →Workshops & learning
Educational calculators and scenario tools for seminars, prospecting, and joint planning sessions.
Simulator · Premium
Tax-Free Retirement Forecaster
Project retirement income across taxable accounts, IULs, Roth IRAs, and annuities. Premium tool for workshops and client reviews.
Learn more →Simulator · Free
Rule of 72 Calculator
See how fast money doubles at any rate of return. Free workshop demo tool from Legacy in Motion.
Learn more →Simulator · Free
Cost of Waiting
Show what delaying savings or protection really costs over 5, 10, and 20 years. Free seminar-friendly tool.
Learn more →Analyzer · Free
College Funding Planner
Estimate monthly savings needed for college goals. Workshop-friendly — ties into protection and legacy conversations.
Learn more →Workshop Toolbox
Live seminar companion calculators — also available at our legacy toolbox page.
Open Workshop Toolbox →Insurance products offered through licensed professionals affiliated with Experior Financial Group Inc. This website is for educational purposes and does not constitute personalized tax, legal, or investment advice.
Financial Tools FAQ
What financial tools does Legacy in Motion offer?
The portal includes 16 tools — free calculators (debt payoff, D.I.M.E. life insurance needs, mortgage protection, Rule of 72), premium trackers (emergency fund, policy ladder, vital signs), and Advisor Pro workspace tools. Browse all at https://www.legacyinmotion.biz/tools.
What subscription plans are available?
Premium Client ($5/mo or $50/yr), Family Fortress all-in-one ($129/yr), Advisor Pro ($15/mo or $100/yr), plus one-time Legacy Vault ($99) and Life Insurance Needs Report ($49). Compare at https://www.legacyinmotion.biz/tools/plans. Insurance products offered through licensed professionals affiliated with Experior Financial Group Inc. This website is for educational purposes and does not constitute personalized tax, legal, or investment advice.
Are these tools financial advice?
Insurance products offered through licensed professionals affiliated with Experior Financial Group Inc. This website is for educational purposes and does not constitute personalized tax, legal, or investment advice.
Can advisors use these tools with clients?
Yes. Advisor Pro includes client premium tools plus What-If Scenario Modeler, Secure Portal, and meeting prep resources. Details at https://www.legacyinmotion.biz/tools/plans.
