How We're Different

Our Founder’s Inspiration

Mark Colgan developed 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 order, but he wasn't prepared for the practical details and emotional aftermath that followed. His personal tragedy, combined with over a decade of financial planning experience, enabled him to create Plan Your Legacy.

Pioneering a New Definition of Legacy Planning

Until recently, most people believed legacy planning involved only material assets-naming a wing at a hospital, starting a charitable foundation, or establishing a trust fund for children. This lead to the belief that only wealthy people could leave meaningful legacies.

We've redefined legacy planning to include a person's values, memories, life lessons, final wishes, and much more. And through trusted, professional advisors we’ve made legacy planning available to everyone.

Our Unique Breadcrumbs Solution

Breadcrumbs 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 sensitive to the special needs of individuals and their loved ones. Our proven approach ensures that legacy planning is rewarding for both advisors and their clients.