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LifeLegacy Partners with Proof to Bring Remote Online Notarization to Estate Planning

At LifeLegacy, we’re continuously innovating to make estate planning easier, more accessible, and affordable for all Americans. We’re thrilled to announce our latest partnership with Proof, the leader in remote online notarization, which now allows LifeLegacy members to draft and notarize their estate planning documents—all from the comfort of home.

Seamless Planned Giving is Here: LifeLegacy and Virtuous Lead the Way With Latest Integration

LifeLegacy has officially launched its new integration with Virtuous CRM, creating a seamless solution for nonprofits to manage their planned giving efforts. Nonprofits using LifeLegacy’s Giving Suite can now automatically transfer planned giving data directly into Virtuous’ CRM, including gift size, gift type, and more. This integration simplifies donor management by ensuring planned giving data is always up to date and accurately reflected across both platforms.

LifeLegacy and Neon One Launch Seamless Planned Giving Integration

LifeLegacy has launched a comprehensive integration with Neon One’s CRM, providing nonprofits with a seamless way to manage their planned giving efforts. This powerful integration allows nonprofits using LifeLegacy’s Giving Suite to automatically sync planned giving data—such as gift size, gift type, and more—directly into Neon One’s CRM.

Coming Soon!

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