Estate Planning for Advisors
Enhance the relationship with your clients with a comprehensive, online, and customized estate planning solution.
Acquire clients. Retain clients. Add value.
Enhance the relationship with your clients with a comprehensive, online, and customized estate planning solution.
Acquire clients. Retain clients. Add value.
Schedule a demo with us and get up and running within 48 hours.
Customize the Last Will & Testament, Financial Power of Attorney, and Advance Healthcare Directive to your agency.Â
Share your new estate planning tools with clients and check their progress on their estate plans through your personal dashboard.Â
Attract new clients through offering estate planning tools. Nearly 70% of Americans do not have an estate plan despite 2 out of 3 Americans believing an estate plan is a priority.Â
Estate planning tools are an invaluable tool for serving your clients and enables you to accurately understand their needs.
Add value and strengthen relationships with current clients by offering comprehensive and scalable estate planning tools to your service offering.Â
Track analytics and see when a client completes their will with our personalized partner dashboard. All users have the option to opt-in to share this information with your company/organization.
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.
Be the first to get notified when we go live with our will product.
