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.
This partnership is a game-changer for our members, making it simpler than ever to get an estate plan in place. With Proof’s Notarize Network, Illinois, Idaho, and Colorado members can upload documents, prove their identity, and meet with an online notary instantly—no more driving across town. Proof’s service is available 24/7, with an average wait time of less than a second to connect members with a trained, on-demand notary.
At LifeLegacy, we’re addressing a major challenge—nearly 70% of Americans lack an estate plan. Estate planning isn’t just for the wealthy or elderly—it’s for everyone, regardless of age, wealth, or health. It’s about protecting your legacy, values, and wishes, no matter where life takes you.
We’ve created a seamless, user-friendly platform designed to grow with you. By integrating advanced technology and partnering with companies like Proof, we’re removing the barriers that make estate planning feel daunting. Now, planning your future is easier, more accessible, and more affordable than ever—right from the comfort of home.
“Our partnership with Proof further advances our goal of making estate planning affordable, accessible, and convenient for all Americans,” says Spencer Cassidy, CEO of LifeLegacy. “Now, our members can do it all—from drafting to notarizing—without leaving home.”
With LifeLegacy, your estate plan evolves with you, and so does the technology that makes it effortless.
Planned giving doesn’t have to be complicated, but for many nonprofits, it still feels that way. For years, legacy gifts have depended on personal outreach, mailers, and in-person events to keep donors engaged. That approach worked for a while, but times are changing.
For many nonprofits, gifts from long-time supporters over age 70½ represent a vital source of stability and growth. Yet, one of the most powerful giving tools available to this group remains underutilized: the Qualified Charitable Distribution (QCD).
In one of my first planned giving discussions early in my fundraising career, I faced something I had never considered before. Over lunch, a longtime donor hesitantly told me he had no one to serve as executor of his estate. He had confided in me about the strained relationship with his children and extended family, leaving him with a difficult decision. It was hard for him to talk about, and my job at the moment was, first and foremost, to listen.
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