Many of our users access Legacy Guide through Registered Legacy Guide Advisors(Attorneys, Financial Advisors, CPA’s, etc) who are subscribers to our service. Most Legacy Guide Advisors offer this service to their clients free of charge through their professional subscription. For non-clients, most Legacy Guide Advisors also offer a 90-day free trial. Understand that your Legacy Guide Advisor will not have access to your data unless you grant access. If you have a discount code from an Advisor, use the submission form above.
To find out if a business or service professional is a Registered Legacy Guide Advisor or to find a Registered Legacy Guide Advisor near you, please fill out the contact form below or call us at 970-847-5897. If you are a professional experienced in estate planning and settlement, you can also use this contact form to receive information about becoming a Registered Legacy Guide Advisor