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 What makes us differentPioneering the new definition of legacy planningUntil recently, most people believed legacy planning involved only material assets—establishing a wing at a hospital, starting a charitable foundation, or leaving a trust fund for the children. Many also believed that only wealthy people can leave legacies.
At Plan Your Legacy, we’ve redefined legacy planning to include a person's "emotional assets": their values, memories, life lessons, final wishes, and much more. And we’re working with the financial industry to make legacy planning available to everyone.
Our founder’s inspirationMark Colgan changed his views on legacy planning after losing his wife when she was only 28 years old. As a financial planner, his estate plan was in good order, but he wasn’t prepared for the practical details and emotional aftermath that followed. It was this personal tragedy, combined with over a decade of financial planning experience, that led him to create Plan Your Legacy.
Our unique Breadcrumbs solutionBreadcrumbs is a totally unique, turn-key program that provides certified legacy advisors with extensive training, top-shelf tools, and ongoing education. This unique set of tools is truly sensitive to the special needs of clients and their loved ones. Our winning combination ensures that legacy planning is rewarding for both advisors and their clients. |
