Get Started, Today
Our Legacy Circle offers a simple, revocable do-it-yourself trust as an introductory service, designed to help you begin protecting what matters most with ease and confidence. However, through a personalized Legacy Discovery Consultation, you may discover that a more comprehensive trust better suits your goals. In that case, our Legacy Facilitators will guide you in securing the professional affiliate best suited to meet your needs from our proven network of trusted partners. We specialize in facilitating End-of-Life and Legacy Services with the compassion, understanding, and excellence that define the heart of Our Legacy Circle.
At Our Legacy Circle, we believe in making your planning journey both simple and personalized. You have two convenient ways to explore our platform: if you’d like to preview the system and take the first step, you can create a free account and begin your journey before finalizing your Legacy Plan. For a more guided experience, you may schedule a Legacy Discovery Session with one of our trusted Legacy Client Advisors, who will walk with you through your options and answer your questions. Pricing is customized to meet your individual needs, and you’ll be able to view our introductory packages directly within your platform.