Welcome to the Legacy Lifeline Membership Program
Congratulations and welcome! Your membership reflects a strong commitment to proactive estate planning and protecting your legacy with clarity and confidence.
Your Membership Includes:
- Personalized Legacy Lifeline Membership Card
- Quick Reference Guide for scheduling and updates
- Calendar of quarterly webinars
- Access instructions for your Private Digital Vault (shareable with family)
- Resource List of trusted professionals
- 15% discount on multigenerational planning services
- 15% discount on multigenerational planning services
- Asset and beneficiary update checklist
- Complimentary 15-minute Zoom calls with family members (children, grandchildren, etc.) to introduce our team and share relevant parts of your plan
Ongoing Member Benefits
- Exclusive articles and educational resources
- Quarterly reminders to review/update assets and beneficiaries
- Free updates to beneficiary and trustee designations
- Access to estate planning and elder law webinars
- 15-minute legal concierge calls (referrals provided if needed)
We’re honored to be your lifelong legal partner and a trusted resource for your family. Please reach out anytime—we’re here to support you.
Warm Regards,
Ted Wolfendale
