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Easy to use

With the breakthrough Breadcrumbs program, planning your legacy has never been easier. Our comprehensive program expertly guides you through the process.

Step 1: Locate a legacy advisor
 
Contact your most trusted advisor (financial advisor, accountant or attorney) and see if he or she is a member of Plan Your Legacy. Our members are proficient in Breadcrumbs and have in-depth knowledge. And they will be there for you whenever you need them—with information and expert advice. They will work with you to make sure your legacy is planned and recorded exactly as you envision it.
 
If your trusted advisor is not certified yet, simply have them contact us.
 
Step 2: Enter your information
 
Creating your legacy plan is simple. Just answer all the questions provided to you by your trusted advisor. Once the questions are answered, either you or your advisor will enter the data into our legacy planning software. Should you prefer to answer the questions, simply log onto your Breadcrumbs online account just as you would log onto your online bank or other secure Web sites. Then answer the questions and your legacy plan will be stored on our encrypted servers.
 
Some of the questions you will be presented with are thought-provoking, while others are quite easy to answer. Recognizing this, we give you the option of completing the answers at your own pace. You may start, stop, and edit whenever you like. To keep it simple, many of the questions offer multiple choice answers or open fields that give you the option of describing your answer in detail.
 
Step 3: Print and review your plan
 
Although not required, most people like to print a hard copy of their plan on paper and carefully review it. In fact, we recommend this step because it encourages you to edit the plan and keep it up-to-date.
  
After you pass away
 
Upon your death, one of your plan administrators simply log in and confirm that you have died. At that point, they will immediately be granted access to your legacy plan.