Planning your legacy

Legacy planning is a relatively new concept. We consider you a pioneer in this field. Congratulations on taking an important step toward ensuring your legacy is preserved for those you love. We understand that there’s a lot to consider, and the list of to-dos can quickly become overwhelming. That’s why we’ve stripped away the noise and focused on the essentials.

Starting your legacy journey, which is often the hardest part, is now easier than ever. If you have any questions along the way, don’t hesitate to reach out to us—we’re here to help!

planning your Soalma legacy

Three core elements at Soalma

Legacies

At Soalma, you can create multiple types of Legacies, each with its own content and sharing instructions. Either emotional or administrative.

Recipients

Recipients are the individuals you select to receive your Legacies. You decide who will get access and when.

Trusted Contacts

Trusted Contacts are individuals you nominate to  inform/ confirm your passing to Soalma, so that Soalma will  share Legacies that require that condition.

How does it work?

Soalma is a very friendly and easy platform to use

Create the content

Our carefully designed and easy to use system will prompt you along the way to ensure the simplest legacy creation process possible.

Soalma Create Legacy Process - Step 1-

Decide Who Each Legacy Is For

After adding contacts to My Contact Universe, you can select one or multiple recipients to share each legacy with.

Define When to Share Each Legacy

Specify when to share legacy content, during life or after passing. If you would like to share legacies after passing, you must nominate Trustees to inform Soalma of your passing.

Soalma Legacy Process - Step 3 When to share

Emotional legacy: Advice about work ethic from your ancestors!

Did you know that when your great grandpa was only fourteen, he crossed the oceans to America, worked for a logging company, and then apprenticed to be a carpenter?”

Practical legacy: End of Life Directives

This practical legacy includes my medical directives but, more importantly, expresses the reasoning behind my decisions.”

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Medical Directive
Form
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Medical
Directive
Form
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End of Life
wishes
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End of Life
wishes
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List of Contacts
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List of
Contacts

Emotional Legacy: Message for my son on his wedding day

To be opened ONLY on your wedding day!

“My Baby Mimo I want you to know on your special day that I love you, and that I am with you, and that the kind of love that I have for you transcends death, and transcends life. I want you to know that I am so happy for you, and that I am right there with you in your heart, celebrating this big day.

I know you have made the right choice, and I know deep in my heart that you are with the person that will make you happy, and whom you will make happy as well. I love you and I am proud of you, and know that I am here always for you baby. I love you so much.”

Practical legacy: Administrative details of my will

This practical legacy includes all the contacts and administrative details you will need when you have to take care of my will and assets.”

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Deed to
the house
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Deed to
the house
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Mortgage
documents
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Mortgage
documents

Soalma is designed with user-friendliness in mind, ensuring a seamless experience for all. With its intuitive interface and straightforward features, preserving and sharing your life’s memories and important moments has never been easier.