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Easy to use

With the breakthrough Breadcrumbs program, planning your legacy has never been easier. Our comprehensive program expertly guides you through the process.

Step 1: Locate a legacy advisor
 
Contact your most trusted advisor (financial advisor, accountant, attorney, life coach, etc.) and see if he or she is certified to offer our service. Legacy advisors proficient in Breadcrumbs have in-depth knowledge about legacy planning and our powerful legacy planning tools, which will help you feel at ease right from the start. And they will be there for you whenever you need them—with information and expert advice. They will work with you to make sure your legacy is planned and recorded exactly as you envision it.
 
If your trusted advisor is not certified yet, simply have them contact us.
 
Step 2: Enter your information
 
Creating your legacy plan is simple. Just answer all the questions provided to you by your trusted advisor. Once the questions are answered, either you or your advisor will enter the data into our legacy planning software. Should you prefer to answer the questions, simply log onto your Breadcrumbs online account just as you would log onto your online bank or other secure Web sites. Then answer the questions and your legacy plan will be stored on our encrypted servers.
 
Some of the questions you will be presented with are thought-provoking, while others are quite easy to answer. Recognizing this, we give you the option of completing the answers at your own pace. You may start, stop, and edit whenever you like. To keep it simple, many of the questions offer multiple choice answers or open fields that give you the option of describing your answer in detail.
 
Step 3: Print and review your plan
 
Although not required, most people like to print a hard copy of their plan on paper and carefully review it. In fact, we recommend this step because it encourages you to edit the plan and keep it up-to-date.
 
Step 4: Activate your plan
 
Once you’re confident your legacy plan is to your liking, you may activate it by assigning two plan administrators—people who will access your legacy plan after your death. Once you have assigned these individuals, they will be given unique user IDs and passwords that will grant them rights to view and act upon your wishes after your death. For your privacy, plan administrators will not be able to view your plan until you pass away.
 
After you pass away
 
Upon your death, at least two of your plan administrators must log in and confirm that you have died. At that point, your plan administrators will immediately be granted access to your funeral and burial wishes. Then, once your chosen plan launch delay period has been met, they will have access to the rest of your legacy plan. At this point, the process for sending your memorable messages will also be activated. Lastly, your memorial page is activated and your plan administrators can inform friends and family of the site address so they can begin leaving messages and tributes. Details about the time and place of the funeral service may also be posted.