Let's talk about your legacy  (505) 424-8799

About Our Advisors
We are very proud of our selected advisors who have been thoroughly trained and have a passion for preservation of your assets.  All of them!

Today the astute advisor needs to be on the cutting edge of regulatory changes, asset protection and discovery, including the elusive "digital assets" that everyone has exposed to fraud, victimization, estate theft and impersonation.

It's not enough that your financial or insurance advisor be able to sell you a product or financial plan without discussing and implementing protocols that safeguard your assets while alive, at time of death and through the next generation. 

Their ability to help guide you toward protecting your wealth, securing your privacy and security, helping your family maximize and transfer all of your assets both seen and unseen and offer you ultimate peace of mind is their #1 priority.  

Families never know about assets and potential wealth that may be forgotten or is unseen.

Maybe you have a will, trust, and have kept that paperwork up to date. Good start! They want to help you manage the rest. 
  • Your profile is in 160+ accounts online
  • Over $58 billion of abandoned wealth is not covered by a will or trust
  • 13% of Americans are targeted for identity theft after death
Your digital assets are valuable, because your identity is valuable. We want to protect all that you're worth. Identifying digital and tangible assets is the way to uncover the wealth left on the table. We offer these services for both individuals and professionals, as an added service for their loyal clientele.


Betsy Ehrenberg, CEO - Legacy Concierge

Betsy is the Founder and CEO of Legacy Concierge.  She is a leader in the innovation of technology used to make estate administration including the safeguarding and protection of digital assets more efficient and less costly.  Betsy is sought after by attorneys, family office managers, estate administration firms for her knowledge and experience in this new field of digital asset protection.  You may contact her at (505) 424-8799 or betsy@legacy-concierge.com.

Sal Sofia LUTCF. - Vice President

Sal is a trained Legacy Concierge LOCKYT Estate Preservation Advisor.  He can be reached at (561) 459-0222.  You can contact Sal for more information by email: sal@legacy-concierge.com.

Colin Hurley - Strategic Advisor

A lack of planning means you and your family could be missing out on $58 billion.
Is any of that money yours?
Learn More About What We Do
Our custom system helps navigate to the documentation that is most important for protecting your wealth and digital footprint. 

Save time assembling complete, correct and current information about any estate. We secure access to all of your important data, documents, digital assets, and electronic records ensuring your accounts are current.

We provide worry-free security of assets and electronic records in cyberspace upon death. Our custom-engineered and automated service prevents fraud and swiftly locks down our client’s digital footprint.

We will identify you when items require updating and remind you to store information as your situation changes.

When the time comes, we are ready to help resolve matters with your accounts. We will work with your family, fiduciary, and/or executor to ensure your wishes are carried out as we systematically close and resolve accounts stored in your vault.  
Choose Your Plan

Why Legacy Concierge?

Individuals need a service to locate and protect electronic records of any person after they pass. If we do not secure electronic records and their related digital assets, they can become available to many individuals who are ready to steal them. Don’t let the value of anyone’s estate decrease due to identity or other theft.

How does Legacy Concierge work?

First, a person organizes their data and documents, digital assets and electronic records and places information about those assets in a secure location in the cloud. That location is called an Electronic Vault.

After the death of an individual, their authorized person uses the content of their Electronic Vault to notify companies, agencies, custodians, banks, brokerages, insurance companies and other businesses that they records they have on file belong to a deceased person. This notification process is activated and called Resolution.

During resolution, the holder of the records is requested to lock, freeze, delete, memorialize, or otherwise prevent access to and processing with those records as of the date of death.

What is an Electronic Vault?

- An Electronic Vault is a file with a set of entries that describe the digital assets and electronic records of an individual. 

- An Electronic Vault is an organized file that holds data and documents representing the components of an estate.

- An Electronic Vault is built using three levels of security and encryption to strategically store records about an individual (dead or alive) 


Identification and organization of digital assets and electronic records associating the data with the custodian. The custodian includes financial and insurance companies, shopping sites, social media companies, government departments, county records, federal agencies, medical groups and the like.

Notification to and verification with custodians to ensure that digital assets are in the control of the administrator, personal representative, executor or fiduciary of the estate. Verification with the custodian that the records they have on file have been locked, deleted, frozen or otherwise modified to reflect the death of an individual.


- Contact lists, emails, videos, photos, galleries, manuscripts, play lists, music, movies.

- Lists of items in an art collection, car collection, coin or stamp collection.

- Intellectual property such as patents, trademarks, royalties, computer files.

- Electronic records about an individual such as driver’s license, passport, voter registration.

- Electronic records about memberships to congregations, community service groups, charities.

- Electronic records stored with banks, brokerages, insurance companies, pension funds, law offices, tax advisors, medical facilities, publishing houses, credit bureaus, law enforcement, firearms registrars. 

How does payment work?

Individual users provide PayPal, debit or credit card information to be used for billing purposes. Under a corporate license for multiple Electronic Vaults, each user will be provided a special code to enter upon logon and sent activation credentials. They will not be required to enter payment information.

How do I set up an Electronic Vault?

Issue payment to build a vault and a unique link will be sent to you to create your vault. You will create a username (email address) and password and begin logging information into your vault. 

What happens to my vault when I die?

If there is no access to the Electronic Vault, our application archives the records for future processing. Electronic Vaults that are not paid for are kept in deactivation mode and a reactivation fee will be applicable once someone wants to begin entering data again. While data is protected monthly review identifies vaults that need to be archived and users will be updated. 
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