Use our revolutionary platform, LegacyShield, to deliver unparalleled protection for your clients with next-gen insights for you.
The Exclusive Growth Package
A special solution exclusive to agents. All our best tools at a special price!
Free Basic Estate Plans
The growth package comes with 30 free basic estate plans and optional trust upgrades.
Live Messaging
Keep the dialogue going with live messaging in LegacyShield. Communicate with your clients like never before.
Secure File Share
Save and share files privately and with ease. Your files will be safely harbored with LegacyShield forever.
Client Analytics
Insight that you’ve never had before. We’ll display key reports from your clients’ accounts for you.
Provide your clients with all the estate planning basics at no cost to them
Protect Your Legacy
Why Estate Planning Is So Important
Simply put, these tools provide customers with the opportunity to make important medical and financial choices that can take affect in the event of their death.
Growth PackageSpecial Offer
$ 650
Per Year- 30 Client Seats with Estate Plans
- Insurance Module
- Finance Module
- End-of-Life Plan Module
- Basic Estate Plan Module
- Finance Account Aggregation
Already have a LegacyShield account? Log in to upgrade.
*Currently only available in the US. Join the waitlist for Canada!
Knowledge is Power
Growth Demo
There are a lot of exciting things happening with agents and LegacyShield. Attend a webinar to get the exclusive details on topics that matter most to your business.
Watch Our Intro Demo Now
Learn about all the benefits of LegacyShield by watching this demo.
Need additional help or want to learn more, schedule an individual or team training through the form below
You may need to list sales as an OBA and agents will receive a check directly. LegacyShield is no longer paying platform fees to the grid.
Offer your clients an experience that makes them want to work with you every day.
Super-charge your business by working on a comfortable and easy-to-use online platform that your clients will love. This is the next generation of the advisor-client relationship. Get ahead with LegacyShield.
LegacyShield’s Lifetime Vault
- Share files with each other
- Post-dated file shares
- Comment on files
- Connect with family members
Bank Account Syncing
- View all accounts graphically
- Daily account updates
- Finances are always current
- Simplify account views
Insurance and Finance
- Create and share policies
- Connect with beneficiaries
- Organized and safe information
- Attached and organized files
Insights & Analytics
- Learn more about clients
- Receive client update alerts
- Win client trust
- Improve client engagement
Frequently Asked Questions
Does the subscription renew automatically?
Yes, your subscription renews annually. Renewing allows your clients to maintain access to all the features in their LegacyShield account. However, there may be charges in year two for your clients to edit their plans.
Does LegacyShield pay agents anything for estate plan sales?
The basic estate plan is free to customers with the special package, but there is a charge for a spousal will and upgrades to the living trust product. Agents receive a platform fee payment for the spousal will and living trust upgrade. LegacyShield pays the estate plan platform fee directly to agents, and it does not count toward your points.
What happens to my customers if I choose not to renew?
Even if you do not renew your subscription, your clients’ accounts will always be secure with LegacyShield. However, client functionality may be limited to only basic functions while their advisor does not have an active subscripiton.
Can I still refer people to buy a basic estate plan?
No. Basic estate plans are included as part of the agent’s subscription. An agent now provides their clients a basic estate plan at no charge to the client.
Does LegacyShield work on mobile?
You can access LegacyShield from anywhere at link.legacyshield.com – which means that you can work in LegacyShield from your computer, tablet, or phone!