Life has many twists and turns. Manage its unpredictability in the final chapter. Keep everything organized, secure, and available to you and your family - now, and when it's needed most.
Simply put, it allows one to make decisions about medical and financial matters while alive and everything else when not.
Dictate who receives which assets and when.
Establish guardianship of your children.
Who will make medicial decisions for you?
Who manages your finances if you are incapacitated?
Avoid paying fees and taxes, and avoid the awful probate process.
Our estate plan analyzer takes the guesswork out of knowing what documents are best for you and your family.
We make a living by what we get, but we make a life by what we give. Winston Churchill
It’s about documenting everything that matters so it’s not lost when you’re gone. It’s about what you leave behind.
Everyone has an estate plan. It's either the one you create or the one created for you by the court when you die.
All documents are state - and county - specific. Created by experienced attorneys.
Built-in advanced artificial intelligence systems identify and prevent potential errors.
Estate planning documents created in LegacyShield® are attorney reviewed.
Documents are stored in a lifetime vault and emailed to the right people at the right time.
That depends on how many referrals you make!
Let’s see what you've learned so far about estate planning.
The material located on our site is for informational purposes only, is general in nature, and is not intended to, and should not be relied upon or construed as a legal opinion or legal advice regarding any specific issue or factual circumstance. Nor is this information intended to create, and receipt of it does not create, an attorney-client relationship between you and LegacyShield. You should consult an attorney in the event you want legal advice
Commission information is for licensed agents only and does not obligate LegacyShield to pay commission. The commission calculated through the calculator is not a guarantee or an offer of commission
Information provided on this web site is provided “as is” without warranty of any kind, either express or implied, including without limitation, warranties of merchantability, fitness for a particular purpose, or non-infringement. Your use of this web site is at your own risk and LegacyShield assumes no liability or responsibility for any errors or omissions in the content of this web site. Under no circumstances shall LegacyShield be liable to you or any other person for any damages of any amount or character arising from your access to, or use of, this web site
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As a licensed WFG advisor, you now have access to LegacyShield® estate planning. You just need to navigate to your SalesForce account and activate it.
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A: This is True! Whether you created an estate plan or not, you do actually have one. If you haven't created one yourself, the courts will decide the fate of your assets.
A: This is True! Your Will can be used to establish guardianship of your children and dependents.
A: This is True! A Trust can reduce fees and, of course, you save by circumventing the probate process.
A: This is True! While a Will would becomea public court record, a revocable living trust is a private contract between you and the trustee.
You'll be licensed in no time.
