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Legacy Lock: Agent Only

Note: This form is exclusively for use by authorized agents of LegacyLock. Please use this form to submit referrals for your clients to our Concierge Team. If you are a client or a non-agent, please contact us directly through our support channels for assistance. Only agents with proper access are authorized to submit referrals through this form.

Referral Partner Lead Input Form

Thank you for trusting LegacyLock with your client referrals. By submitting this form, you can request our Concierge Team to reach out and provide tailored assistance to your clients. Please make sure to include all relevant information in the form below, such as whether the client is an existing client or a prospect, so our team can prioritize and customize their outreach.

Revolutionary Technology

Our unique technology enables you to easily complete your attorney drafted documents conveniently from the comfort of your home or office.

No appointments or waiting to see an attorney. The entire process can be completed quickly online. Answer simple interview questions and through the power of our technology your plan will be ready to download and print.

There are numerous value added benefits with our technology including a secure document vault with military grade encryption. This virtual “safety deposit box” is available for you online 24/7. Add, update, or remove documents from your vault anytime and anywhere.

Your customized Estate Plan Portfolio provides peace of mind, by knowing that you are in control. You make the important decisions rather than leaving it up to chance (and unnecessary expense & loss of privacy) of the government probate court system

Plan now and protect what’s yours. Save your family unnecessary stress, expenses, and exposure. Secure your legacy today.

Guides you step by step to create your customized estate plan.

Answer simple questions in plain language.

Get Started

Wall Street Journal Smart Money Magazine, January 2012

“If you have some assets (maybe just a car and some nice furniture) or minor children, you still need an estate plan — even if taxes are not an issue.”

Features

Maintain Your Property's "Character"

  • Your property will retain its “character”, whether it is jointly owned or separately owned, asset schedules are provided so you can identify each asset and classify it properly.
  • The Asset Accounting Ledgers are to be used by the Trustee (usually the surviving spouse) to designate assets as portioned or held on account to each respective sub trust for record keeping.

No Change Fees

  • An Estate Plan that Updates With You!
  • Unlike other solutions we do not have any “change fees”, as long as your account is active you can log in and access all the features.
  • Keep your trust up-to-date at no additional charge.
  • When new assets are sold or acquired; log back in to update your funding kit.
  • You can even restate your entire Trust and update it with new details such as adding or removing beneficiaries, or when you move to a new state.

Easy "check the box" process

  • You can personalize your documents through a simple “check the box” to add or delete items from your document set.
  • The Asset Accounting Ledgers are to be used by the Trustee (usually the surviving spouse) to designate assets as portioned or held on account to each respective sub trust for record keeping.

Password Protected Account

  • 24/7 access to ALL of your documents.
  • All communications utilize SHA256/RSA 4096bit keyed SSL encryption, all data is encrypted in transit and at rest with sensitive data encrypted at 4096 bits.

Online Document Vault

  • The Document Vault provides an easy-to-use resource for yourself, your family, and beneficiaries to find your important documents.
  • Secure online storage of important documents that you, your family, and trusted individuals can access anywhere in the world in case of emergency.
  • Quickly access your documents when traveling or on weekends to make them available to emergency healthcare workers (such as your Health Care DPA, Living Will, and vital personal medical information such as medications, allergies, and other important data).

All About Legacy Lock: Our Video Guide

Legacy Lock

The Best Choice For Estate Planning

The Power of Estate Planning

Probate & How Can it Be Avoided

What is Special About a Trust?
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