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Legacy Planning Guide Software

There are many details of your life that matter. That could include everything like your family values, your financial account details, and even favorite possessions or how to care for a beloved pet. How can you make sure that information — your legacy — is shared with the right people?

That’s what our Legacy Planning Guide software does for you. We have created a simple and secure place where you can record your legacy information and share it with those who matter most to you. We’ve designed it to be simple to install and use. All of your legacy information is organized into sections to make it quick to access, and everything is secured for your peace of mind.

Sections of the software include:

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

Backup and Customization Options

The Legacy Planning Guide software has data backup and customization options to make using the system easier and more secure. First, you can back up your information to your computer, quickly and easily. You can also print a formatted copy that can be placed in your Legacy Safeguard Planning Guide. Using the software is simpler with example guides, plus a customized homepage view with your favorite family photo.

Experience Legacy Safeguard Benefits: