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For Individuals


LegacyWise® serves those who need it most. Whether by providing an affordable estate planning option, or by adding a means for charitable organizations to develop deferred gifts, LegacyWise® can help.

Our innovative and interactive technology enables individuals to walk through an automated program while communicating with professionals.

Assistance regarding basic level issues is offered. No directed guidance is given as to which charity a person may leave a gift, or as to which individuals should be named throughout the documents.

Seminars may be held for a few or for a few hundred, and can be promoted by and in association with a charitable organization, school, or church.

Through this process, individuals can walk away with fully executed and legally effective documents that honor their wishes.

Most importantly, people help to ensure that the decisions made regarding their assets and dependents are made in accordance with their values and aspirations.







LegacyWise Tax ID: 81-1872331