LegacyShare Professionals are a group of top legal and financial advisors who have differentiated themselves from their competition by providing our service as a solution to their clients. Utilizing LegacyShare as a robust value add to your client base shows your interest in improving their financial and estate planning wellbeing.
As you onboard your clients you will start to streamline their estate and financial picture by organizing and designating “keyholders” to notify the correct parties if unfortunate events should occur. Security is of the utmost importance to us as it is for you, especially when handling documents such as: wills, estate plans, healthcare proxies, legal trusts, and other personal information. Each LegacyShare profile includes all of the up to date digital security and verification needed. You can see how it works for your client here.
Professional partners are chosen through a selective application process who are then assigned an identification code. This code allows your clients discounted rates for our services.
So, we ask ourselves why is this important? Because legacies are meant to be shared.
LegacyShare continues to help our clients (and yours) share their legacy with the ones they love and trust so they will confidently know their legacy will transition smoothly. There is nothing worse than someone passing from unfortunate circumstances and no one has access to their information having lacked communication and unorderly legal affairs. Think about how much more complexity and time is added to the process having not used a service like this?
As a trusted family provider, you are more often than not the sole voice someone is willing to take advice from. Each client that has never used LegacyShare gives you an opportunity to now provide peace of mind to them and their loved ones.
By providing them with this value add you are further cementing your relationship. Professionals should know the whereabouts of their client’s documents, and assets in their respective profession.
