Legacy Planning Portfolio

We believe it is important to leave a legacy, and part of that legacy is recording your values and the lessons you have learned. Passing these values to future generations has never been easier thanks to the legacy planning benefits provided to Legacy Safeguard members.

The Legacy Safeguard Planning Portfolio can help you share with your loved ones the historical information about your life, the lessons you’ve learned, and the family values you hope they keep.

The Legacy Safeguard Planning Portfolio contains valuable sections that allow you to record your:

  • Family Values
  • Personal Information
  • Valued Possessions
  • Online Account Information
  • Pet Care Instructions
  • Historical Insights
  • Financial Accounts
  • Final Wishes
  • And Many More

By purposefully plotting your generational impact you can save your family considerable time, expense and potential grief by eliminating uncertainty.
Help to ensure that your values are shared with future generations!