We are proud to offer LegacyShield® to all of our clients as part of our financial planning services at no additional cost. 


LegacyShield® offers a unique platform for our clients. Over the years, we have worked with clients who have been in a situation where a loved one has passed on and settling the estate has become a daunting ordeal. If you have ever experienced the probate processes, you know this, in and of itself is an ordeal, but imagine trying to probate an estate when you cannot find all the known--or unknown--documents needed to do so.

Things like Healthcare Directives, Powers of Attorney, Life Insurance policies, Last Wills, location of Safe Deposit Keys, and even digital information and more, LegacySheild® helps keep all the information in one place for loved-ones to find when they are needed most.


The best part of LegacyShield is that it is more than just a secure document vault, it actually notifies individuals you choose when an event occurs. With the press of one button, your designated individual will have the ability to start in motion a series of events that can be invaluable for those left to settle the estate, or have access to your vital records if you are incapacitated and they need to make life or death decisions for you.


For us, this is one of the most valuable services we can provide for our clients and we are more than happy to do so at no additional cost.


If you would like to know more about this precious service, give us a call today or book a time to come in and speak about how we can assist you in your Estate Planning needs.