There are two ways to get started with Legacy Guide

On Your Own

If you prefer to go it alone, you can try Legacy Guide by registering for a free 30-day trial. If you decide it’s right for you, you can continue at the low cost of $75.00 annually at the end of the trial. To get immediate access, please fill out the form below. After registering you can go to the Login page and use the Client Login.

If you are registering through an advisor’s site, enter the discount code supplied for an additional 60 days free; if not leave it as shown – LG0100001.

Click here to load this Caspio Cloud Database

Through a Legacy Guide Advisor

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

Click here to load this Caspio Cloud Database
Close Menu