"This is a very powerful tool that deals with the most important issues in our lives and beyond. Unfortunately, we spend too much time hurrying through today and cleaning up yesterday to give tomorrow--and those who will live in it--the thought, reflection, and planning they deserve. I congratulate everyone involved in putting this together."

    Jim Stovall
    Author of “The Ultimate Gift”
    International Humanitarian of the Year

     
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Financial advisors, lawyers, accountants, life coaches and other professionals who want to provide legacy planning to their clients, please see our Professional Advisor section.

What will you leave behind? It's not an easy question, but it's one we all think about at some point. Legacy Planning is an easy way to not only document your personal values, life lessons, history, memories and final wishes but also ensure you leave others with both clarity and inspiration.

Plan Your Legacy first helps you create a meaningful legacy by providing you with our complimentary Legacy Planning Introductory Guide. After you complete the guide, make sure to inquire about our complete Breadcrumbs℠ package.

Planning your legacy is as easy as 1, 2, 3.

  1. Download our complimentary Legacy Planning Introductory Guide.
  2. Answer the questions provided in the guide.
  3. Bring your Legacy Planning Introductory Guide to your most trusted advisor and express your interest in creating a complete legacy plan. For most people, their most trusted advisor is their financial advisor, accountant, attorney, or life coach. Your advisor can then work with Plan Your Legacy to ensure you receive all the benefits of our Breadcrumbs program.
Before you download the document we have one request. At Plan Your Legacy, our mission is to change the financial services industry by improving the way advisors deliver estate planning services. By doing so, we will improve the lives of survivors throughout the world. To accomplish this we need to make advisors aware of our service. If you’re willing to help, please share the name of your professional advisor so we can pass along information about our program.