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Get more customers for your bank or credit union

Provide estate planning to broaden appeal to more consumers, capture qualified leads, grow market share, and amplify CX.

Show your clients you care about their future as much as they do.

Acquire customers. Retain customers. Cross-sell products.

LifeLegacy Co-branded Will

Banking + Estate Planning = No Brainer

Enable your customers to manage all of their finances with you – from banking to estate planning.

LifeLegacy Banking
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Acquire new customers

Attract new customers through combining financial services and estate planning. Nearly 70% of Americans do not have an estate plan despite 2 out of 3 Americans believing an estate plan is important. Acquire new customers through the added value of estate planning. 

Enhance cross-selling

Equip your employees with estate planning tools to enable efficient lead generation, cross-selling, and upselling through estate planning. 

estate planning for banks
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Retain customers and improve satisfaction

Add value and strengthen relationships with current customers by offering comprehensive and scalable estate planning tools to your product offering. 

Analytics & Lead Tracking Dashboard

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.

Mobile & Desktop

All of our products are all fully online and optimized for mobile and desktop.

Customized

Co-branded and customized Last Will & Testament to maintain brand, trust, and a cohesive customer experience.

Secure

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.

Available in all 50 states

Legally vetted and available in all 50 states.

Suite of Products

LifeLegacy’s estate planning suite of products includes:

  • Last Will & Testament
  • Financial Power of Attorney
  • Advance Healthcare Directive
  • Analytics Dashboard

Why Choose Us

Customized & Co-branded

All products are customized and co-branded to your company's branding.

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Embed our products seamlessly in your UX.

Analytics dashboard

Our analytics dashboard provides critical metrics and insights into your customers.

100% online

All of our products are entirely online and mobile-friendly.

Legally vetted

All of our estate planning documents are legally vetted for all 50 states.

Schedule a demo:

Please fill out the form and we’ll reach out to you to schedule a demo.

Coming Soon!

Be the first to get notified when we go live with our will product.

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