Life has many twists and turns. Manage its unpredictability in the final chapter. Keep everything organized, secure, and available to you and your family - now, and when it's needed most.
Simply put, it allows one to make decisions about medical and financial matters while alive and everything else when not.
Dictate who receives which assets and when.
Establish guardianship of your children.
Who will make medicial decisions for you?
Who manages your finances if you are incapacitated?
Avoid paying fees and taxes, and avoid the awful probate process.
Our estate plan analyzer takes the guesswork out of knowing what documents are best for you and your family.
It's about documenting everything that matters so it's not lost when you're gone. It's about what you leave behind.
Users of LegacyShield® can create and store important legal documents from the comfort of their own homes.
Users can upload any documents or letters or stories or photos and then choose who will receive them.
The agent makes a commission on any products the user purchases in the software.
Everyone has an estate plan. It's either the one you create or the one created for you by the court when you die.
All documents are state - and county - specific. Created by experienced attorneys.
Built-in advanced artificial intelligence systems identify and prevent potential errors.
Estate planning documents created in LegacyShield® are attorney reviewed.
Documents are stored in a lifetime vault and emailed to the right people at the right time.
How much could you earn as a licensed agent?
That depends on how many referrals you make!
Let's see what you've learned so far about estate planning.
This is just for fun! It's okay if you don't know anything about estate planning. That's what we are here for!
You are invited to subscribe to our informational emails that will get you on your way to becoming a licensed agent.
Whether you are licensed or not, let's make sure you have an estate plan for yourself!
Technically, everyone already has an estate plan.
An estate plan covers guardianship of minor children.
An estate plan can help reduce fees.
An estate plan will keep your affairs private.
I'm not licensed, but I want to buy an Estate Plan to protect my own family.
I'm licensed, want MyBasic Estate at no additional cost AND want to sell it.
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As a licensed WFG advisor, you now have access to LegacyShield® estate planning. You just need to navigate to your SalesForce account and activate it.
Thanks! We're happy to have you with us!
Great! Here are the answers.
A: This is True! Whether you created an estate plan or not, you do actually have one. If you haven't created one yourself, the courts will decide the fate of your assets.
A: This is True! Your Will can be used to establish guardianship of your children and dependents.
A: This is True! A Trust can reduce fees and, of course, you save by circumventing the probate process.
A: This is True! While a Will would becomea public court record, a revocable living trust is a private contract between you and the trustee.
You'll be licensed in no time.