LegacyBook

April 3, 2020

New video tutorials available for clients and professionals. Tips and tricks guidance. Minor bug fixes.

December 9, 2019

Improved UI for multiple fonts. Legacy bug fixes for iOS 12. Improved video sound.

November 11, 2019

New User Experience Feature LegacyBook™ User Experience feature helps guide the user through the nine Life Domains! Also we have added Pro-Tip’s to help the user with in-app functionality. -The welcome screen will have animations as part of the animation journey. Along with the welcome screen, specific categories puzzle pieces will also have animations. -We are animating each puzzle piece in the main menu to help the user through the sections. -Welcome Screen Slider for Journey Animation. -Added Pro-Tips are suggestions to the users/advisors to help them navigate the categories. -Ability to turn “Pro-Tips” off and on. New Features -Ability to add photo on welcome screen. -Ability to delete pictures. -App prevents video recording of a form and backgrounding of screen shots. -Delegate SMS (text) notification activated Client Account. Bug Fixes & Improvements -Fixed Spouse Complete Button. -Updated for use on iOS 13.

October 20, 2019

New Delegate System The LegacyBook™ Delegate feature provides real-time sharing and collaboration between the client, their professionals, and their trusted inner circle to assure the smoothest transfer of their legacy to the next generation. -Delegate option is located in the Settings Menu. -Delegate Profile added to delegate system. -Delegates are persons designated and invited by the client. They can be anyone listed in the app. -Delegates have 2 current levels of access (1 more to be added in future). --Delegates can have read-only access. This access grants the user the ability to view records entered by the client (owner). --Delegates can have read-write access. This access grants the user the ability to view and edit records in collaboration with the client (owner). --(Future – Delegates can have view-only access upon client death) Compliance Features -Get a complete list of all notifications sent to your clients New Categories -Added two new categories under the section Assets, including investments Bug Fixes & Improvements -Improved descriptions and placeholders -Improved manuals -Improved UI/UX in specific places throughout the app -Added and removed fields from several categories -Reduced confusion in certain categories -Added a way to get back into questionnaire -Added photo viewer -Fixed playing wrong video within "Your Life Puzzle" screen -Fixed various picker issues -Fixed population issues on fields and pickers -Fixed emails not getting sent to clients -Fixed iPad keyboard bug -Fixed data not saving under certain circumstances -Fixed Two-Factor Authentication issues -Fixed alert view text getting cutoff on iPhone SE -Fixed reloading issues when going back to screens -Fixed progress bars not updating -Fixed dark mode issues -Fixed iOS 13 issues -Fixed crashes for entry screen

October 17, 2019

New Delegate System The LegacyBook™ Delegate feature provides real-time sharing and collaboration between the client, their professionals, and their trusted inner circle to assure the smoothest transfer of their legacy to the next generation. -Delegate option is located in the Settings Menu. -Delegates are persons designated and invited by the client. They can be anyone listed in the app. -Delegates have 2 current levels of access (1 more to be added in future). --Delegates can have read-only access. This access grants the user the ability to view records entered by the client (owner). --Delegates can have read-write access. This access grants the user the ability to view and edit records in collaboration with the client (owner). --(Future – Delegates can have view-only access upon client death) Compliance Features -Get a complete list of all notifications sent to your clients New Categories -Added two new categories under the section Assets, including investments Bug Fixes & Improvements -Improved descriptions and placeholders -Improved manuals -Improved UI/UX in specific places throughout the app -Added and removed fields from several categories -Reduced confusion in certain categories -Added a way to get back into questionnaire -Added photo viewer -Fixed playing wrong video within "Your Life Puzzle" screen -Fixed various picker issues -Fixed population issues on fields and pickers -Fixed emails not getting sent to clients -Fixed iPad keyboard bug -Fixed data not saving under certain circumstances -Fixed Two-Factor Authentication issues -Fixed alert view text getting cutoff on iPhone SE -Fixed reloading issues when going back to screens -Fixed progress bars not updating -Fixed dark mode issues -Fixed iOS 13 issues -Fixed crashes

July 17, 2019

Improved user experience. User manual added.

June 22, 2019