LegacyShield®
LegacyShield®
LegacyShield®: Your Clients Can Give a Legacy of Memories with an Included Digital Vault
Helping your clients take care of the people they love is what we do best. Now, we’re happy to offer them a subscription to LegacyShield®¹ — a powerful digital tool that can build and protect their legacy while strengthening your relationship. Now that’s a win-win.
With LegacyShield® your clients can
- Store all documents, final wishes, family photos, videos and more
- Consolidate and view all financial accounts in one convenient dashboard
- Create documents for their estate plan, including a will, power of attorney, and advance directive
- Set up an automated notification system alerting their family where they can access stored documents
