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We can help the pieces fall into place

Approximately 3 million people pass away every year in the United States. Some have planned ahead and some have not. Legacy Advisory can help your community handle both situations with ease.

Benefits of Partnership

We know that funeral planning isn’t something people want to think about, much less talk about with their loved ones. That is why we created Legacy Advisor.

Given the already difficult conversations around end-of-life and legacy planning we wanted partnering with us to be easy. Our unique platform allows you and your clients the chance to research and find answers to many questions (even some they didn’t know they had) in a private, accessible and comfortable environment.

Along with our online information and services, Legacy Advisor has a team of counselors to help guide people through the many mysteries that surround end-of-life and legacy planning. In partnering with Legacy Advisor, you and your clients have more than an advisor guiding you, you have a trusted friend.

We would be honored to partner with you and best support your clients and their families. Please contact us today and we will follow up with you promptly.

Become a Partner

We are looking to build partnerships with senior living communities and funeral care providers who can help make this difficult time easier for families. Our goal is to make it simple and easy for families to connect with the experts and the services they need.

Contact us today



Our Senior Living Partners

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