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Making Estate Planning Accessible, Simple, Personal, Secure and FREE!

Bequests are up, cash is down. Empower your donors to plan their will and invest their legacy in the cause they support the most.

LegacyPlanner LITE vs LegacyPlanner (Pro)

Not ready to commit to LegacyPlanner™? Consider LegacyPlanner™ LITE.

Your donor still receives a free will, legal in all 50 states. Plus, the Planner engages your donor to discuss other giving opportunities.

FREE

LegacyPlanner™ LITE

  • Will Planning Platform for Donors
  • Legal Will in 50 States
  • No branding
  • Sits on our corporate site. You link to it.
  • One link access to Planner for donors
  • No option to feature your organization
  • No outreach
  • No dashboard / no analytics
  • SIGN UP FREE. CLICK HERE.

$9,995 / year

LegacyPlanner™

  • Will Planning Platform for Donors​
  • Legal Will in 50 States
  • Branded
  • Integrated into your planned giving website
  • Over 25 intuitive links access the Planner
  • Option to feature your organization
  • Outreach, tools and more
  • Access to "back end" / what gifts made, when
  • CALL 800-490-7090

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Unit 1501
Tampa, FL 33606

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