The heartfelt way to make life easier for your clients.
Estate planning is a daunting task that most people avoid. Our simple, three-step process provides clarity & direction, motivating clients to take action. Our simple, visual tools allow them to understand the complex concepts of Estate planning and the Leagcy Planner gives them a place to document what they have, where it is and what their family needs to do if something happens.
Customize Your Legacy Planners
Open doors to opportunity by using your logo, photos, contact information and personal message. Once your clients complete their workbook, it becomes one of their most important documents. An important document that connects you with your client’s family and positions you as a key contact.
We make it easy for you
With Legacy Pathway, you won’t have to go it alone. We’ll give you all the training you need to walk people through the process, which includes the following three steps listed below.
THE LEGACY PATHWAY SYSTEM™: Three Easy Steps
Step 1: Help your clients consolidate information with the Legacy Planner
Your clients will use the planner to capture what matters most – their memories, traditions, life lessons & family history as well as the personal and financial details their loved ones will need to know if something happens. Your clients' family will have clear instructions - helping to prevent confusion or conflict.
Step 2: Use our Tools to teach and motivate
The Legacy Pathway SystemTM includes visual worksheets that illustrate key estate planning concepts in simple ways. These tools take the confusion out of Estate planning. Once your clients understand exactly how Estates work, they are motivated to make changes and adjustments if necessary.
Step 3: Connect with the key people in your clients lives
When everyone works together – your client’s family, attorney, financial advisor, and accountant – the outcome is far more efficient and productive for all. Our Legacy Team Cards pull everyone together. Give your clients the confidence and peace of mind in knowing their wishes will be carried out.