Introduction to Breadcrumbs

Breadcrumbs is our innovative legacy planning program offered by members of Plan Your Legacy. Our members are all trusted, professional advisors. With the proper training and tools, your advisor can help you create a legacy plan that documents your life lessons, family values, precious memories, and important details such as final wishes, personal and medical history, and financial and insurance information. Your legacy plan also includes practical, everyday details—location of passwords, pet care instructions, and an address book of important contacts. You can even proactively create a list of inspiring messages to be sent to your loved ones on a specified date after your passing. All of this is delivered with the help of your trusted advisor to provide you with security and peace of mind today and your loved ones with clarity and inspiration long into the future.