Legacy Shield

We all have valuable information we want to protect and pass along to our beneficiaries.

LegacyShield allows you to collect all of your important documents in a virtual vault that will protect them for years to come. Examples of these items include:

• Insurance and annuity policies
• Estate plans
• Online and offline accounts
• Priceless pictures, videos and life stories
• End-of-life planning and instructions

Our Legacy Giving Coach will help you set up your personalized virtual vault and begin this important task.