LifeLegacy

LifeLegacy

Making estate planning and philanthropy accessible to over 100M middle-income Americans.

11/11/2023

🌟 On this Veterans Day, all of us at LifeLegacy extend our deepest gratitude to our veterans. Your unwavering dedication and bravery in serving our nation embody the spirit of American ideals. You inspire us every day, and in your honor, we pledge to uphold these ideals with the same commitment and courage.

🇺🇸 As we commemorate , we also want to spotlight one of our partners, Paralyzed Veterans of America - Wisconsin Chapter. This exceptional organization, with the incredible efforts of team members like Scott Griffith (USA, Ret) and Amera Schaefer, has profoundly impacted the lives of many veterans. If you're considering a legacy gift for veterans, this top-rated charity is an excellent choice.

💙 Today and every day, we salute you, our veterans, for your service and sacrifices. Your dedication to our country will always be remembered and celebrated. Thank you for safeguarding our freedoms and setting an extraordinary example of patriotism and valor.

Photos from LifeLegacy's post 27/10/2023

🎉 Our team had a great time connecting at with amazing nonprofits and social good startups. Big thank you to Lizzie Schaffer, Gabriela Navas, Tim McVicker, and the rest of the Blackbaud team for having us and allowing us to speak during the Social Good Startup Showcase.

📈 If you’re a nonprofit looking to elevate your planned giving strategy, let’s chat! https://lifelegacy.io/request-demo/

👉 Stay tuned for some big announcements to come next week.

( 📸 EPNAC.com)

20/10/2023

Avoid those awkward conversations by planning for the future, today. In honor of National Estate Planning Awareness Week, we've partnered with LifeLegacy to help provide you with an opportunity to get a will, completely online, for just $119. Get started here: https://app.lifelegacy.io/wills?partner=lga

19/10/2023

💸 Amid the largest wealth transfer in history, $84 trillion will soon flow across generations. Is your nonprofit ready?

💫 With LifeLegacy’s Giving Suite, seize the moment, empower donors, and secure your organization’s future legacy.

📈 This National Estate Planning Awareness Week, elevate your planned giving strategy. Don’t let this pivotal moment pass by. Be prepared, impactful, and ahead of the curve. Let’s embark on this journey together. Book a demo. Make legacies. https://lifelegacy.io/request-demo/

19/10/2023

When it comes to finances, leave the guesswork out of it! This National Estate Planning Awareness Week, we've partnered with LifeLegacy to help provide you with an opportunity to get a will, completely online, for just $119. Get started here: https://app.lifelegacy.io/wills?partner=lga

18/10/2023

LifeLegacy is jetting off to Denver for , Oct 22-24!

Whether you're joining in person or online, don't miss Spencer Cassidy and Jordan Cassidy unveil our latest product, ImpactWriter, at the Startup Showcase - a game-changing AI tool designed to revolutionize fundraising content creation.

Witness innovation and be part of the transformation! Let’s make waves together in the nonprofit world. See you there, and don’t forget to cast your vote for us!

17/10/2023

Dale Schroeder, a humble Iowa carpenter who worked at the same company for 67 years, quietly saved every penny of his modest earnings. Known for his two pairs of jeans and simple living, Dale's unassuming lifestyle concealed a secret generosity. A $3 million gift emerged in his passing, sending 33 deserving students to college, free of financial burdens.

Today, these graduates thrive, echoing Dale’s generosity. A reminder of the profound impact acts of kindness and philanthropy can cultivate.

As we honor Dale during National Estate Planning Awareness Week, let’s ponder - how will our actions echo in eternity?

Take control of your legacy today: https://lifelegacy.io/

17/10/2023

Who doesn’t love crossing things off their to-do list? Legal & General America has partnered with LifeLegacy in order to help provide customers with an opportunity to get a will, completely online, for just $119. Take advantage of this during National Estate Planning Awareness Week (10/16 - 10/23): https://app.lifelegacy.io/wills?partner=lga

16/10/2023

💡 Did you know this week (Oct 16-22) is National Estate Planning Awareness Week? Write your legacy today with LifeLegacy to protect the people and causes you care about most. Your life. Your legacy.

✍ To start making your estate plan today, visit: https://lifelegacy.io/

❣ To learn more about how we can help your organization, read more here: https://lifelegacy.io/our-nonprofit-products/

Top Legal Tech Startups Revolutionizing Law Practice in New York – US Venture News 27/09/2023

Thank you US Venture News, for including LifeLegacy in your piece about innovative legal tech startups. We're working hard to revolutionize estate planning and philanthropy!

Interested to learn more? Check us out: https://lifelegacy.io/



Article: https://usventure.news/top-legal-tech-startups-revolutionizing-law-practice-in-new-york/

Top Legal Tech Startups Revolutionizing Law Practice in New York – US Venture News Share this Facebook Messenger Twitter Pinterest Whatsapp Email Legal tech is an emerging field that combines the use of technology with legal expertise to offer more efficient and effective solutions. There are numerous Legal tech startups in New York City that are transforming the way legal service...

Integrating Planned Giving with Volunteer Programs | LifeLegacy 20/09/2023

💡 Discover how blending planned giving with volunteer programs amplifies nonprofit impact. Dive into strategies that promise long-term growth and donor commitment.

❤️ Big thank you to our friends at Civic Champs for writing this fantastic piece!

https://lifelegacy.io/learn/most-popular/maximizing-impact-integrating-planned-giving-with-volunteer-programs/

Integrating Planned Giving with Volunteer Programs | LifeLegacy Planned giving can be one of the most powerful things a donor can do for a nonprofit and one of the proudest achievements a nonprofit organization can have.

14/09/2023

We are excited to be a partner for the Sureify Life Insurance & Annuity Ecosystem Summit on October 31st to kick off InsureTech Connect.

This completely free event will bring together a wide array of life insurance/annuity industry leaders, innovators, and idealists who will explore and discuss possibilities for the future.

The event will also be available via livestream for those who are unable to make it to Las Vegas!

Register today: https://hubs.la/Q021xMsN0

09/09/2023

We're looking forward to presenting with Civic Champs about unlocking the power of planned giving and empowering your volunteers to leave a lasting legacy!

Join us on September 14th at 1pm ET by registering here: https://us06web.zoom.us/meeting/register/tZMscu6oqDosGdxOK_YU7i9jw_pVMks90GYz #/registration

Join us and Spencer Cassidy from LifeLegacy on September 14th at 1pm ET to discover the power of planned giving and how it can shape the future of your nonprofit 💫

Register here: https://tinyurl.com/LifeLegacy-Webinar

Attendees will:
✅ Explore the landscape of planned giving and the enormous potential it holds.
✅ Uncover the untapped potential of engaged volunteers in planned giving.
✅ Learn from successful organizations that have harnessed planned giving to amplify their impact.
✅ Get practical tips about initiating legacy conversations with volunteers.
✅ Discover powerful tools and resources that make planned giving accessible, affordable, and effective.

LifeLegacy and Legal & General Partnership Announcement 01/09/2023

✍ Estate planning is essential for ensuring the orderly distribution of assets, including homes and cherished possessions. Without a current will, the State dictates the allocation of these assets. LifeLegacy and Legal & General are dedicated to simplifying the creation of wills and related documents, making planning and peace of mind effortlessly attainable for all Americans.

💡For more information about the partnership, checkout the latest press release:

LifeLegacy and Legal & General Partnership Announcement LifeLegacy, a leading national online estate planning platform, is pleased to announce a key partnership with Legal & General America (LGA), one of the largest providers of term life insurance in the US.

30/08/2023

We’re thrilled to announce our partnership with Legal & General America, a step forward in our mission together to make estate planning affordable and accessible to all Americans.

Planning for the future can feel overwhelming, but it’s an essential component in ensuring that your loved ones are protected. Our collaboration with Legal & General America streamlines the estate planning process, enabling you to conveniently arrange your affairs online from the comfort of your home.

A special thanks to Mark Holweger, CEO of Legal & General America, and Andrew Fujii, Director of Digital Sales & Marketing, for their efforts in making this partnership a reality. Together, we are excited to offer more families the financial protection they need and deserve.

Here’s to a brighter and more secure tomorrow!

The Five Types of People That Need a Will | LifeLegacy 24/08/2023

👋 Are you one of the five types of people that need a will?

✍ In honor of August’s Make A Will Month, we’re discussing a subject many avoid but is integral to securing your future – wills. You might be surprised to learn that, as per a 2021 survey, only 32.9% of American adults have an estate planning document such as a will or living trust. Are you among the remaining two-thirds? If so, here are five types of individuals who particularly need a will, and why. https://lifelegacy.io/learn/estate-planning/the-five-types-of-people-that-need-a-will/

The Five Types of People That Need a Will | LifeLegacy Discover why homeowners, newlyweds, parents, pet owners, and those experiencing life changes urgently need a will. Secure your future now.

LifeLegacy — TurnSignl Foundation 24/08/2023

❣ We love to see our partners like TurnSignl Foundation promote access to estate planning for its members and supporters: https://www.turnsignlfoundation.org/lifelegacy

👉 If you haven't already, check out TurnSignl Foundation and their incredible work to create a world where marginalized communities feel safer while combatting the access to justice gap to create a brighter future for all.

TurnSignl

LifeLegacy — TurnSignl Foundation Leave a Legacy Advanced Health Directive With an Advanced Health Directive, you can let your loved ones know what your wishes are for professional medical treatments, taking the stress away from them in potentially emotional situations. The Advanced Health Directive through LifeLegacy provides that....

16/08/2023

We are excited to share some remarkable news that underscores our collective commitment to fostering positive change in the lives of underrepresented Americans. We proudly introduce the dynamic partnership between LifeLegacy and the TurnSignl Foundation, representing a pivotal leap toward creating innovative solutions that enhance safety, protect assets, and uplift communities.

About LifeLegacy:
In a world where 70% of middle-class Americans lack a Will, the need for accessible and affordable estate planning is glaring. LifeLegacy has emerged as a beacon of progress, offering a revolutionary software solution that makes crafting Wills easier, more accessible, and less time-consuming. By addressing this critical gap, LifeLegacy is paving the way for a future where all individuals can secure their legacies and protect their loved ones' futures.

About TurnSignl Foundation:
Safety is not just a priority but a core value at the heart of the TurnSignl Foundation. Through unwavering dedication, the TurnSignl Foundation has already provided nearly 16,500 subscriptions to underrepresented communities, a feat made possible by our visionary Corporate Partners who have subsidized costs for individuals. With our eyes set on a future where everyone can feel safe and secure, we are on track to provide 30,000 underrepresented subscriptions by the close of 2023, as our waitlist continues to grow daily.

The Partnership:
The partnership between LifeLegacy and the TurnSignl Foundation is a convergence of two powerful forces, blending expertise, resources, and progressive ideas. Working in harmony, we are taking significant strides towards affecting real change. In this collaboration, the TurnSignl Foundation, in partnership with LifeLegacy, is dedicated to providing 1,000 complimentary Wills to our underrepresented users. This milestone is a transformative leap forward, catalyzing generational wealth and safeguarding the assets of communities that deserve every opportunity to thrive.

We are energized by the potential of this partnership and its ability to drive lasting change. We invite you to join us on this transformative journey as we collectively work towards a future where every individual, regardless of their background, can confidently embrace their legacy and ensure the well-being of their loved ones.

Please take some time to hit the follow button for LifeLegacy and the TurnSignl Foundation to stay in the loop on the wonderful mission-driven work being conducted by both organizations.

Blackbaud’s Tech Accelerator Program Welcomes 10 Startups Building Generative AI Solutions for Social Impact 15/08/2023

🙌 We're thrilled that ImpactWriter by LifeLegacy has been selected to participate in Blackbaud's Social Good Startup program. Check out the solutions we're building with AI to make a social impact on our community! https://www.blackbaud.com/newsroom/article/blackbaud-s-tech-accelerator-program-welcomes-10-startups-building-generative-ai-solutions-for-social-impact

Blackbaud’s Tech Accelerator Program Welcomes 10 Startups Building Generative AI Solutions for Social Impact Startups in the July 2023 cohort of the Blackbaud Social Good Startup Program are creating AI solutions to help social impact organizations achieve more.

ImpactWriter - ChatGPT for nonprofit fundraising content. 15/08/2023

🙈 In case you missed it...

👉 Check out the recording of our webinar, Supercharge Fundraising with AI: https://www.youtube.com/watch?v=FYLNA0arrjs

✍ Sign up now for ImpactWriter and get your first 7-days free!

ImpactWriter - ChatGPT for nonprofit fundraising content. Are you ready to supercharge your fundraising content like never before? We're thrilled to invite you to LifeLegacy’s live webinar and Q&A for ImpactWriter, ...

15/08/2023

🎗 Why are we so passionate about estate planning? Sixteen years ago, founders Spencer, Jordan, and Austin Cassidy lost their father to a brain tumor.

🙏 Fortunately, he was a planner. Before getting sick, he made it his goal to have an estate plan.

🚫 However, this is a rarity for most Americans, despite death being the largest financial event of our life.

✍ LifeLegacy is changing the script by making our estate planning tools the most affordable, accessible, and inclusive products for all.

❤️ Don't take life for granted and not have a plan. We hope our story motivates you to protect your loved ones, the things you care about most...and your legacy!

🙌 Get started today: https://lifelegacy.io/get-started/

15/08/2023

💡 Despite the drop in overall charitable giving in 2022. Giving USA Foundation's annual report reveals a promising uptick: bequests contributed $45.6B (9% of giving) to philanthropy in 2022, a +2.3% growth from 2021. This upward trend, reflecting the current economic climate, signifies the untapped potential of bequests with donors.

👉 Is your nonprofit ready to capitalize on this opportunity? Connect with the LifeLegacy team by scheduling a demo: https://lifelegacy.io/request-demo/

🤝 Together, we can enhance your capacity to cultivate more bequests and transform your fundraising outcomes. We're eager to propel your mission forward.

15/08/2023

🖊️ It's August, which means we're stepping into , a reminder for all of us to secure our loved ones' futures. A lot of us push this essential task to the back burner - and we understand why. It's uncomfortable to think about, but it's crucial not to let this discomfort delay us from planning wisely.

Here are five compelling reasons why NOW is the best time to create a will:

1️⃣ CONTROL: A will is your voice after you're gone. It enables you to decide how your assets should be distributed, ensuring they're used in ways you believe are best.

2️⃣ PREVENT CONFLICT: Wills help avoid potential disputes among your loved ones. Disputes over estates without wills can drag on for years, causing rifts within families.

3️⃣ MINIMIZE COSTS: Proper estate planning with a well-drafted will can help your heirs save thousands on fees. A win for your loved ones!

4️⃣ GUARDIANSHIP: For those with minor children, a will is a must. It allows you to name the guardian who will care for your children should something happen to you.

5️⃣ PEACE OF MIND: Perhaps most importantly, creating a will brings peace of mind, knowing your loved ones are taken care of and your wishes honored.

Remember, our futures are uncertain, but our wills don't have to be. Don't wait until it's too late. This August, let's pledge to protect what's dear to us. Start writing your will today: https://lifelegacy.io/get-started/

Let's make not just about awareness, but action. Tag a friend to remind them too! 💼🖋️📜

13/05/2022

Cryptocurrency is rapidly redefining the world's financial systems and is becoming increasingly more commonplace in our day-to-day lives. But the one major issue with the growing popularity of digital assets is that there is no easy process to include it in a financial plan and pass it on.

Today, LifeLegacy announces the launch of the industry-first method to leave cryptocurrency in your Will. Stop waiting and start creating your plan, your legacy, today.

How To Leave Crypto in a Will | LifeLegacy 25/03/2022

Most estate planning tools, like wills, are outdated and do not support the future landscape of wealth and assets. If you are one of many people who have purchased Bitcoin or Ethereum (to name just two), you might be wondering how to weave cryptocurrency into your estate plan. At LifeLegacy, we have built the first online will that includes the functionality to designate digital assets held in cryptocurrency exchange accounts to loved ones. Learn more about how you can better prepare your future and assets: https://lifelegacy.io/learn/most-popular/leave-crypto-in-a-will/

How To Leave Crypto in a Will | LifeLegacy If you want to make certain that your cryptocurrency and any other digital assets will be passed on as part of your estate, including them in a Will is the best way.

Life Insurance Looking Outward | LifeLegacy 25/03/2022

There's a new trend in why people are buying life insurance. The product gets new life as an affordable tool for mass market buyers to leave an inheritance or create a legacy for social good. https://lnkd.in/g9wH8z2h

Life Insurance Looking Outward | LifeLegacy Buying life insurance for the benefit of people and causes is gaining traction. Learn how the life insurance industry is changing for social good.

Give Like a Millionaire! Life Insurance as a Tool for Charitable Giving 10/03/2022

Passionate about a cause? Here's a "secret" about how you can "give like a millionaire." https://lifehappens.org/blog/give-like-a-millionaire-life-insurance-as-a-tool-for-charitable-giving/

Give Like a Millionaire! Life Insurance as a Tool for Charitable Giving Life insurance is an affordable way to leave a large, lasting legacy to a charity, school or religious organization.

16/02/2022

Excited to announce LifeLegacy has been named Bubble’s App of the Day. LifeLegacy is pushing the boundaries on making wills, life insurance, and crypto solutions inclusive and accessible to all through Bubble’s innovative no-code tools.

What is life insurance? - Onomy 07/02/2022

Let's face it, life insurance can be confusing. From questions like "Do I need it?" "How can I use it?" How much does it cost," etc. can be daunting, especially for younger audiences just entering the world of personal finance. LifeLegacy is happy to partner with Onomy, a unique platform that helps young adults figure out the daunting world of "adulting." LifeLegacy worked with Onomy on a series of fun, educational videos that uniquely discuss answers to these questions. Check them out here https://onomy.co/all-courses/life-insurance/lessons/what-is-life-insurance/

What is life insurance? - Onomy In this quick lesson we'll answer what is life insurance, how much life insurance costs, and the different types of life insurance.

21/01/2022

We’re making philanthropy accessible and inclusive for all. Introducing our completely free online last will and testament - designed for you to be able to give to the people and causes you care most about.

LifeLegacy Introduces Online Last Will & Testament 20/01/2022

Spoiler alert! We all die someday…and it’s the biggest financial event of your lifetime. But despite knowing the inevitable, less than 30% of Americans under the age of 54 are prepared.

The industry has made estate planning problematic for individuals and charities during the largest transfer of wealth; over $9 trillion in the next 5 years will be inherited. With a fragmented market, the biggest loser by in large will be philanthropic organizations - who will miss out on trillions.

At LifeLegacy, we’ve made planning for the inevitable easier (and so no one misses out). Starting today, we’ve rolled out our free online will for charities to use for donors, and for individuals who simply want to protect their family’s future.

Estate planning should be inclusive, accessible, and affordable for all American households. For interested charities, schools, religious organizations, and individuals - we encourage you to come check out our easy-to-use estate planning tools. No one's legacy should go left unwritten!

Check out the latest about our online will launch: https://markets.businessinsider.com/news/stocks/lifelegacy-introduces-online-last-will-testament-1031116627?op=1

LifeLegacy Introduces Online Last Will & Testament SAN FRANCISCO, Jan. 20, 2022 /PRNewswire/ -- Life Legacy Technologies, the first platform to offer accelerated underwriting life insurance as a to...

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