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Breadcrumbs Program Overview

Improve your business.
Change your clients' lives.

Plan Your Legacy’s Breadcrumbs program has the all tools you need to become a legacy advisor. You’ll be empowered to provide a noble service that increases referrals, boosts revenues and retains clients for life.

Professional advisors are uniquely qualified to lead clients through the important process of legacy planning. They have the skills to work with clients to protect and pass on personal legacies that go far beyond just financial assets. Our powerful, turn-key Breadcrumbs legacy planning program offers everything from software to marketing tools and professional training. The program also offers members the opportunity to outsource the legacy planning process to our headquarters. As a member, you simply get your client interested in the power of legacy planning and register them for our telephone or web conference. Then, we do all the work and turn them back to you for a meaningful and profitable legacy review. This significantly reduces your time commitment and reassures you that they will complete their plan. It was all developed by Mark Colgan, CFP® professional, founder of Plan Your Legacy, LLC, and a leading expert on legacy planning.

Our simple, three-phased approach will help you integrate legacy planning into your practice: 
 

 

Plan Your Legacy Membership Overview

Demo of Breadcrumbs Legacy Planning Software