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The One-of-a-kind Breadcrumbs Program

Not an advisor? Click here to learn more about what a Legacy Plan can do for you and your family.

Your clients count on you.
Count on Breadcrumbs to change their lives.

As a professional advisor you are uniquely qualified to lead clients through the important process of legacy planning. And our Breadcrumbs program will prepare you to help clients protect and pass on personal legacies that reach far beyond their assets.
 
Our powerful legacy planning program includes:
  • Exclusive, easy-to-use software
  • Turn-key marketing tools
  • Ongoing professional training  
You can even outsource your legacy planning process to our headquarters. Simply get your client interested in the power of legacy planning and register them for our telephone or web conference. We get them prepared and refer them back to you for a meaningful and profitable legacy review. This outsourcing program was developed by Mark Colgan, CFP® professional, founder of Plan Your Legacy, LLC, and a leading expert on legacy planning. You can significantly reduce your time commitment and ensure your clients complete their plans.

For members who prefer to manage their own legacy planning process, we’ve broken it down into three simple steps:

 

Plan Your Legacy Membership Overview

Demo of Breadcrumbs Legacy Planning Software