Creed Enterprises careers

LegacyBook helps you identify, capture, and memorialize your legacy, within the guidance of your advisor.
LegacyBook provides a pleasant and rewarding experience, but the true key is the balance of data, the pull to memorialize family, and how LegacyBook separates data entry into digestible amounts - all within one of the most secure apps in the world.
Our patent pending, trademarked data collection and technical information process steps the advisor’s team through institutional data. We use puzzle symbology and user delight to walk the client through their portion of data input. The LegacyBook process leverages nudging for optimal user engagement, notifications, plus video training. A completed book results in a pleased client, and more business for the advisor.
Direct market: financial advisors, estate attorneys, CPAs, insurance agents, and bank trust officers. The LegacyBook process positions them to offer more services to a complete client book.