What Does a Legacy Specialist Do?

A Legacy Specialist helps families understand what they want to happen, understand what would happen with what they have in place today, and identify what may need to change.

From there, you help them take the next step.

Sometimes that means helping a family complete a trust-based estate plan. Sometimes it means helping someone who already has a trust understand whether it has been properly funded. And sometimes the right next step is simply helping a family get the information they need before making a decision.

Your job isn't to convince every family they need a trust.

Your job is to help people understand their situation, make informed decisions, and move forward when they're ready.

That's what we mean when we say:

People First. Always.

But I Don't Know Estate Planning

That's why training is built into the Claim My Legacy system.

Through Claim My Legacy Academy, you'll learn how to guide families through the Claim My Legacy process, have meaningful conversations without pressure, gather the information needed to prepare their estate plan, and help families move from understanding what they want to getting their plan completed.

You'll also learn something just as important: when to slow down, when to ask another question, and when a family needs information rather than a recommendation.

You aren't being trained to practice law or pretend to be an attorney. You're being trained to become a knowledgeable, confident guide for families using the Claim My Legacy system.

You don't have to know everything. You need to know how to help the family take the right next step.

What Will You Actually Help Families Do?

Estate planning can sound complicated. For a Legacy Specialist, the process is much more understandable when you focus on the family rather than starting with the documents.

You'll help families work through four important questions:

1. What do I want?
How would they want things to go for the people they love if something happened to them?

2. What do I now have?
What planning have they already completed, and how would it work today?

3. Is there a gap?
Is there a difference between what they want and what their current plan would actually accomplish?

4. What do I need to do next?
If something needs to change, what is the appropriate next step?

Depending on the family, that may include completing a trust-based estate plan, reviewing an existing trust, addressing trust funding, or simply gathering more information before making a decision.

The documents matter. But they only matter because of the people they're designed to protect.

In Business for Yourself. Not by Yourself.

As a Legacy Specialist, you're building your own business. But you don't have to build everything behind that business by yourself.

Claim My Legacy provides the structure and support behind the work you do with families.

You'll have access to Claim My Legacy Academy training, the estate planning platform, client resources and educational materials, established processes for working with families, and ongoing support when questions arise.

You bring the relationships, the willingness to learn, and the commitment to serve families well. Claim My Legacy provides the system, resources, and support behind you.

You're responsible for building your business and finding the families you can help. But when you're helping those families, you have Claim My Legacy behind you.

In business for yourself. Not by yourself.

Build a Business That Helps Families

Becoming a Legacy Specialist gives you an opportunity to build something of your own while doing work that can make a meaningful difference for families.

You decide how you build your relationships, where you find the families you serve, and how you grow your business.

As you help families complete estate plans and other services available through Claim My Legacy, you have the opportunity to earn income from the work you perform.

But we believe the order matters.

Help the family first. Build the relationship. Do the work well. The business grows from there.

Success as a Legacy Specialist isn't measured only by how many estate plans you complete. It's also measured by whether the families you help leave the process understanding what they've created, why it matters, and what needs to happen next.

More families helped. Stronger businesses built. Legacies protected.

What Does It Cost to Become a Legacy Specialist?

Legacy Specialist enrollment is $495 per year.

Your enrollment gives you access to the Claim My Legacy system and the resources that support your work as a Legacy Specialist, including the Claim My Legacy Academy training, the estate planning platform, client resources, and ongoing support.

For those who prefer a monthly option, enrollment is also available at $49.95 per month.

The annual option provides the better overall value. Twelve monthly payments total $599.40, compared with $495 when paid annually.

Annual Enrollment: $495

Monthly Enrollment: $49.95/month

If you're ready to begin, you can enroll directly and start taking the next steps toward becoming a Claim My Legacy Legacy Specialist.

Is Becoming a Legacy Specialist Right for You?

You don't need to be an attorney or arrive with years of estate planning experience. But this work does require the right mindset.

Becoming a Legacy Specialist may be a good fit if you enjoy working with people, are willing to learn, and want to build a business by helping families make important decisions about their future.

You should be comfortable building relationships and creating opportunities to meet families who may need your help. Claim My Legacy gives you training, systems, resources, and support, but you are responsible for building your own business.

Most importantly, you need to be willing to put the family ahead of the transaction.

Sometimes the right outcome will be helping a family complete an estate plan. Sometimes it will be helping them understand a trust they already have. And sometimes the right answer will be that they need more information before making any decision.

A Legacy Specialist doesn't begin with, “How do I make a sale?”

We begin with, “How can I help this family?”

If that sounds like the kind of business you'd be proud to build, becoming a Legacy Specialist may be worth exploring.

Ready to Help Families?

You don't have to know everything about estate planning before you begin. That's what the training, systems, and support are for.

What you do need is a willingness to learn, a commitment to building your own business, and a genuine desire to help families make informed decisions about the people and things that matter most to them.

As a Claim My Legacy Legacy Specialist, you'll be in business for yourself, but not by yourself.

You'll have the Claim My Legacy Academy, the Claim My Legacy system, resources, and support behind you as you develop the knowledge and confidence to serve families well.

If you're ready to learn, ready to build, and ready to help families, your next step is simple.

Become a Claim My Legacy Legacy Specialist.