The LegacyOrganizer™ helps your donor to efficiently collect and organize their assets and information. They can then take their materials to an estate planning attorney to be finalized.
$95.00 / year
In stock
Legacy Organizer™ is a tool that helps people organize their assets and information for estate planning. It can be used to clarify goals, concerns, and objectives.
Unlike the LegacyPlanner™, the Organizer does not draft a legal will.
Use this Ultimate Reference Guide to gain more satisfied donors and achieve better financial results for your nonprofit.
Planned giving marketing downloads and back-office tools.
This website is owned and operated by PlannedGiving.com, your trusted planned giving marketing authority.
