For Professional
Our Legacy Circle Agents are certified Legacy Facilitators trained to guide individuals, families, and organizations through structured estate and legacy preparation.
They serve as trusted liaisons within the Our Legacy Circle network, providing professional education, coordinated access to attorney-aligned planning tools, and structured support throughout the preparation process.
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Their mission is simple:
Bring clarity.
Create structure.
Activate legacy.
Who Becomes an Agent?
Our Legacy Circle Agents are professionals who already serve families in purposeful ways, including:
• Financial Advisors
• Insurance Professionals
• Real Estate Professionals
• Church & Faith Leaders
• Funeral Service Professionals
• Business Consultants
• Community Leaders
• Estate-Focused Entrepreneurs
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They share a conviction that prepared families drive generational transformation.
What Our Agents Do
Our Agents offer guided facilitation and education, but do not provide legal advice.
They:
• Educate families on the importance of estate preparation
• Introduce structured Will and Trust planning solutions
• Facilitate Digital Legacy Vault organization
• Guide clients through Power of Attorney and Health Care Directive preparation
• Coordinate Legacy Activation Sessions
• Connect clients to licensed attorneys for review when required
• Ensure documentation is organized and activation-ready
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They do not draft custom legal documents or provide independent legal advice.
They do not provide independent legal advice.
They support preparation within a structured and compliant system.
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Why Our Agents Matter
Many families must make critical decisions:
• In hospital hallways
• During times of sorrow
• Without clear documentation
• Without access to important information
• Without understanding roles and responsibilities
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Our Agents help prevent misunderstandings before a crisis occurs.
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They help families:
Build a Foundation.
Protect Their Assets.
Activate Their Plan.
Transfer Their Legacy.
Prepared families create a positive generational impact.
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The Role of a Certified Legacy Facilitator
Our Agents adhere to established compliance standards to ensure integrity and professionalism.
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Each Agent completes structured onboarding and ongoing training, earning certification in:
• Estate Planning Education Fundamentals
• Platform Navigation & Vault Organization
• Ethical Communication Standards
• Legal Boundary Awareness
• Confidentiality Standards
• Activation Framework Delivery
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They serve as structured facilitators, connecting families to appropriate tools, resources, and attorney-aligned solutions as needed.
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Our Standard
Every Agent completes structured onboarding and certification to ensure:
✔ Ethical positioning
✔ Legal clarity
✔ Confidentiality
✔ Professional excellence
✔ Platform mastery
✔ Consistent client experience
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Our Agents represent more than a service.
They embody a standard.
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Compliance & Legal Positioning
Our Legacy Circle Agents do not practice law.
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All legal document review or attorney consultation is conducted by licensed attorneys within the network when applicable.
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Agents act only as facilitators and educators, ensuring clarity and readiness without offering independent legal advice.
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Become an Agent
Take the next step as a trusted professional committed to effective legacy preparation. Explore certification and join us today.
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The Our Legacy Circle Agent Program provides:
• Structured training and certification
• Access to attorney-aligned planning tools
• Revenue participation opportunities
• Ongoing professional development
• A recognized Legacy Facilitator designation
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Join our mission. Enroll now to help bring order, clarity, and generational stability to families nationwide.