tab-image
permissions-icon

Notifier

Notifiers - these individuals alert the system based on a trigger event such as disability, incapacitation or death.

Notifiers receive an email request to be a notifier when the subscriber sets up the team. Accepting this role means the subscriber trusts you to alert LegacyShield® if anything should happen. When this time comes, notification is completed by going to www.legacyshield.com and clicking on the "notify" button.

permissions-icon

Authenticators

Authenticators receive a request from the subscriber to accept the authenticator responsibility. This role is crucial to ensure checks and balances.

permissions-icon

Recipients

Anyone can be a recipient. These individuals receive the information designated by the subscriber. Recipients may receive one piece of information such as one document or one life story. Recipients can also receive multiple pieces of information.

permissions-icon

Advisors

Advisors come in many forms. Some are financial professionals, and others are life coaches. LegacyShield® considers anyone who helps the subscriber to be an advisor.

notify