Legacy Safeguard Offers Estate Planning Support

  • Originally published October 24, 2012 , last updated December 31, 2015
Legacy Safeguard Offers Estate Planning Support

Living Promise with Legacy Safeguard is a powerful combination of whole life insurance product and turnkey marketing system that will help you unlock the door to more final expense sales.

When a client purchases Living Promise whole life from United of Omaha, they receive many free services with Legacy Safeguard. Legacy Safeguard is a free end-of-life planning program that helps them create a free living will, and helps survivors with guidance in the funeral planning process and discounts on various services.

Legacy Safeguard includes extensive estate planning support that helps ensure security for your clients such as:

  • Estate Planning Attorney Locator — The Estate Planning Attorney Locator assists the family in locating several top Estate Planning & Elder Law attorneys in their area. Planning an estate and creating numerous legal documents can often be confusing and costly. Each “Preferred Attorney” has previously worked with our Legacy Safeguard team and can offer certain discounts on their legal services.
  • Free Estate Planning Review — Legacy Safeguard members have free access to our network of Estate Planning Attorneys. With a "Preferred Attorney,” members can receive an Estate Planning Review and Consultation, a service valued on average at $350, for FREE. This service is intended to evaluate your estate planning and elder law needs. Our “Preferred Attorneys” will assist you in your final expense planning, helping you to determine your personal and financial objectives and possible ways in which to achieve them.
  • Discounts on Estate Planning Documents — Our network of Estate Planning Attorneys also offer Legacy Safeguard members exclusive discounts on their Estate Planning needs including assistance with:
    • Living trusts
    • Wills (simple & complex)
    • Probate
    • Trust administration
    • Powers of attorney
    • Living wills
    • Irrevocable trusts
    • Family limited partnerships
    • Charitable giving
    • Legal gocuments
  • Free Legal Documents — We provide all members the opportunity to create a living will at no charge as part of your membership in Legacy Safeguard.

For more information contact our Life department at 1-877-888-0166.