Choose the option that best fits your goals and commitment level. Program upgrades available at any time.
Four membership levels available — from free community access to full Legacy Advisor certification.
Legacy Advisors gain access to the LegacyConnect™ Client Integration Portal, placing them at the center of their clients' family legacy planning.
Through our portal, agents become the designated legacy contact within the Trustworthy Family Operating and Management Software — giving families a simple, trusted hub for documents, property, assets, and personal information, uploaded automatically or with agent support.
Agents are also listed as the planning specialist in Estate Guru — an online estate planning software where they can invite clients to create wills, powers of attorney, and advance directives, all in one place.
"This 'seat at the table' keeps agents connected to families throughout every stage of life, naturally surfacing conversations about evolving needs."
This course creates the understanding of estate planning for real estate professionals, providing the knowledge, vocabulary, and confidence to serve every client's needs.