Your clients already trust you. Sometimes serving them more completely means helping them access a resource or service they need.

Claim My Legacy works alongside professionals and organizations that serve families, helping those families understand their estate planning options and take the next step when they're ready.

There Are Different Ways We Can Work Together

Partnering with Claim My Legacy can take different forms. Some professionals simply want a trusted estate planning resource they can introduce to the people they serve. Others are looking for a more integrated way to bring estate planning into their existing business.

Whatever the relationship, the starting point is the same: understanding how you serve your clients and exploring how Claim My Legacy can complement the work you're already doing.

Maybe you simply need a trusted resource.

When someone you already serve has estate planning questions, you want to know there's someone you can confidently introduce them to without becoming the estate planning expert yourself.

Or maybe you've thought about offering estate planning yourself.

You already have relationships. You already have people who trust you. The question is whether adding estate planning to what you already do could allow you to serve those people in a more complete way.

You don't need to decide which relationship fits before we talk. That's what the conversation is for.

What Could Working Together Look Like?

Claim My Legacy partners with professionals and organizations that already have trusted relationships with individuals and families.

You may already encounter people who need help with estate planning. Whether you want a trusted resource to introduce them to or you're interested in making estate planning part of what you offer, there may be a way for us to work together.

Who Is This For?

Financial Professionals
Financial advisors, insurance professionals, tax professionals, and others who help families make important financial decisions.

Family & Community Professionals
Realtors, mortgage professionals, healthcare professionals, senior-service professionals, and others whose work puts them in trusted conversations with families.

Organizations That Serve Families
Employers, associations, community organizations, churches, and other groups looking for meaningful estate planning resources for the people they serve.

Why Professionals Choose to Work With Us

When you bring another resource into the relationship you have with your clients, your reputation matters. We understand that.

That's why our approach is built around education, clarity, support, and respect for the trust you've already earned.

Your relationship comes first. We respect the trust you've already built and work alongside it, not around it.

Education before decisions. Families get clear, plain-English information so they can make informed decisions without pressure.

Support that fits your role. Whether you simply want a trusted resource for the people you serve or want to make estate planning part of your business, you don't have to figure it out on your own.

Support beyond the documents. Our goal isn't simply to create documents. We help families understand what they've created and what needs to happen for their plan to work as intended.

Let's Start With a Conversation

You don't need to know what kind of partnership you're looking for before we talk. The best place to start is simply with a conversation about your business, the people you serve, and what you'd like to accomplish.

From there, we can explore whether there's a way for Claim My Legacy to complement what you're already doing and create more value for the people who already trust you.