Legacy Planning Services

A legacy is not something we leave behind, it's what we pass along. It's the values, principals, and ideals we cultivate throughout the course of a unique and individual life. It is shaped by the events, memories, and friendships we collect along the way. And this legacy is what those coming after us will hold closely when we're gone.

How will you be remembered? The idea that your loved ones will carry on your values is a very powerful one, but it can also be difficult to put into perspective in the midst of this type of planning. Adequate preparation during this stage of life has an enormous impact on families, and how well you've managed this will be one of their final memories of you.

Legacy Safeguard is here to help. We are a one-of-a-kind legacy planning service that can step you and your loved ones through every detail, from the practicalities of funeral arrangements to bereavement support and grief counseling.

But what is a Legacy?
Let's start with what it is not. A legacy is not just a will and it isn't the same as estate planning. Above all, it's not just about death. A legacy is about life and passing on what matters most: your values, history, life lessons, your final wishes, and how to handle your possessions. Your life is made up of priceless moments, big or small, that when molded together they make up your legacy.

We believe a legacy must include your non-material assets - your possessions of emotional value. In fact, when asked to define a legacy, many people identify with these intangibles as the true measure of a life well lived. These are the things your loved ones will treasure above any possession you may leave behind and will become a part of your own personal legacy for generations to come.

Your values, traditions, beliefs, wishes, and wisdom are the true vestiges of a personal legacy; the gifts money can't buy.

Legacy Planning Guide ™ Software

A one-of-a-kind and easy to use legacy planning software that will help you leave a lasting legacy by documenting and storing your personal, historical, and financial information.

Legacy Planning Archive ™

The Legacy Planning Archive outlines the important information that will be needed to complete the Death Certificate and Obituary. It also helps you record your final wishes to reduce stress and confusion among your family during a difficult time.

Your Legacy Safeguard ID Card

Your Legacy Safeguard ID Card will help you contact us in an emergency. It includes our toll-free phone number, your membership information and your advisors contact information who provided you with this valuable service.

Legacy Safeguard Planning Portfolio

The Legacy Safeguard Planning Portfolio contains valuable sections that allow you to record family values, historical insights and much more. As a perfect compliment to the Legacy Safeguard Planning Guide Software, you will also receive an exclusive discount on our Legacy Safeguard Planning Portfolio.

Legacy Safeguard Member Sponsorship Opportunity

We would like to offer your friends and family free membership in Legacy Safeguard to help them have the same opportuinity you have in leaving a lasting legacy.