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 and the ability to use their on-demand notaries.
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.
LinkedIn Twitter Facebook Download The majority of planned gifts are received by non-profit organizations through bequests and over 70% of them are
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 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.
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