Breadcrumbs

Breadcrumbs is our flagship legacy planning program that is facilitated by certified legacy advisors. With the proper training and tools, your advisor will 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—computer passwords, pet care instructions, and an address book of important contacts. You can even proactively create personalized online memorial pages, a list of inspiring goals, and 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.