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Estate Planning with LegacyShield® Is Better

Our estate plan analyzer recommends the right plan for you.

Estate Planning

Why Estate Planning Is So Important

Simply put, it allows one to make decisions about medical and financial matters while alive and everything else when not.

Distribute Your Assets

Dictate who receives which assets and when.

Your Children's Future

Establish guardianship of your children.

Medical Power of Attorney

Who will make medicial decisions for you?

Financial Power of Attorney

Who manages your finances if you are incapacitated?

Your Will or Living Trust

Avoid paying fees and taxes, and avoid the awful probate process.

I’m licensed. I want MyBasic Estate at no additional cost AND want to sell it to my clients.

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How Does It Work?

Simplifying the Process With Great Software

It’s about documenting everything that matters so it’s not lost when you’re gone. It’s about what you leave behind.

  • Users of LegacyShield® can create and store important legal documents from the comfort of their own homes.
  • Users can upload any documents or letters or stories or photos and then choose who will receive them.
  • The agent makes a commission on any products the user purchases in the software.

MyBasic Estate is included in Access Pass!

Features & Key Benefits

Everyone has an estate plan. It's either the one you create or the one created for you by the court when you die.

Create Legal Documents

All documents are state - and county - specific. Created by experienced attorneys.

Guarantee Accuracy

Built-in advanced artificial intelligence systems identify and prevent potential errors.

Attorney Overview

Estate planning documents created in LegacyShield® are attorney reviewed.

Secure Storage

Documents are stored in a lifetime vault and emailed to the right people at the right time.

How much could you earn as a licensed agent?

That depends on how many referrals you make!



Take the Survey!

Let’s see what you've learned so far about estate planning.

  • This is just for fun! It's okay if you don't know anything about estate planning. That's what we are here for!
  • You are invited to subscribe to our informational emails that will get you on your way to becoming a licensed agent.
  • Whether you are licensed or not, let's make sure you have an estate plan for yourself!
Just a few questions!
Technically, everyone already has an estate plan.
An estate plan covers guardianship of minor children.
An estate plan can help reduce fees.
An estate plan will keep your affairs private.
Show Me The Answers

Preserve your assets and make things easier on your family.

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

The offer mentioned on this website is only available through enterprises sponsoring such services. This offer is not valid for all advisors and is subject to the terms of such sponsoring enterprise(s) as well as LegacyShield’s User Agreement, Privacy Policy, and any other policies posted by LegacyShield from time to time.

All material included on this web site is copyrighted, © 2019 by LegacyShield Solutions, Inc. All rights reserved.

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Creating Your Estate Plan

With LegacyShield® you can create your own estate planning documents from right inside your account! Watch how easy it is in this video!

Great! Here are the answers.

Technically, everyone already has an estate plan.

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.

An estate plan covers guardianship of minor children.

A: This is True! Your Will can be used to establish guardianship of your children and dependents.

An estate plan can help reduce fees.

A: This is True! A Trust can reduce fees and, of course, you save by circumventing the probate process.

An estate plan will keep your affairs private.

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.


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I’m licensed, want MyBasic Estate at no additional cost AND want to sell it.