Get Started, Today

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.