Attract and retain clients for your financial institution
70% of your customers may not have an up-to-date estate plan, putting the people and causes they love at risk.Â
70% of your customers may not have an up-to-date estate plan, putting the people and causes they love at risk.Â
Enable your customers to manage all of their finances with you – from banking to estate planning.
Offering an online estate planning platform and financial products is a powerful combination. Nearly 70% of Americans do not have an updated will despite 2 out of 3 who believe that having an active estate plan is important. Acquire new customers through the added value of estate planning.
Add value and strengthen relationships with current customers by offering comprehensive and scalable estate planning tools to your product offerings.Â
Equip your employees with estate planning tools to enable efficient lead generation, cross-selling, and upselling through estate planning.Â
Track analytics and find potential leads for upselling or cross-selling opportunities with our analytics dashboard. Prompt users with custom questions in your customized online Will to qualify leads for financial products.
All of our products are all fully online and optimized for mobile and desktop.
White-labeled and customized Last Will & Testament to maintain brand, trust, and a cohesive customer experience.
All personally identifiable data stored in our databases is encrypted using AES-256 encryption and any files uploaded to LifeLegacy servers are encrypted using AES-256 encryption.
Legally vetted and available in all 50 states.
LifeLegacy’s estate planning suite of products includes:
All products are customized and white-labeled to your company's branding.
Embed our products seamlessly in your UX.
Our analytics dashboard provides critical metrics and insights into your customers.
All of our products are entirely online and mobile-friendly.
All of our estate planning documents are legally vetted for all 50 states.
Please fill out the form and we’ll reach out to you to schedule a demo.
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