The Legacy Family of Will Planning Tools

Welcome to the 21st Century of Legacy Planning.

Let’s face it: Every day, more donors are turning to digital tools to plan their will and legacy. And it makes sense:

They already store important documents in the cloud; interact with their banks, brokers and healthcare providers online; and use an app for just about everything else.

But that doesn’t mean everyone’s comfortable with the idea.

Many donors prefer to hire an estate planning attorney — and who can blame them? It’s the tried-and-true, traditional method of planning out the sometimes complicated steps that come after your life. Yet others prefer the do-it-yourself approach of a free online will planning tool.

That’s why we’ve developed The Legacy Family of Will Planning Tools.

Organizer
Affordable Solution to Get Started
  •  
  • Organize financial assets
  • No dashboard
  • Saves money before meeting with attorney
  • Embedded in planned giving website
  • Marketing outreach
  • Make-Will-Month outreach
  • Branded
Popular
Planner
A Free Will-Planner for Donors
  •  
  • Legal will in 50 States
  • Dashboard and tracking
  • Do-it-yourself or meet with attorney
  • Embedded in planned giving website
  • Marketing outreach
  • Make-Will-Month outreach
  • Branded

Reach out! We look forward to hearing from you.

800-490-7090
succeed@plannedgiving.com

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