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Member Benefits

Why become a Member of the Legacy circle?

Members have access to additional content not open to the general public, including:

  • Monthly newsletter with information on estate planning, organizing, and administration

  • Free downloadables for you to use

  • Educational tutorials, to give you a little extra insight into how to administer an estate

  • Early announcements about upcoming events and publications

  • And much more!

How do I join and what is required of me?

It’s simple: Enter your first and last name, as well as your email address, and you will be enrolled as a Legacy member. You may also provide your phone number, but it is not required.

How will this information be used?

Only by me, and only to give you access to the information above. I will never sell or share my list with anyone.

If you would like to access my free downloadable content - "Quick Tips for Administering & Managing a Loved One's Estate," please complete the contact form here.  You will also receive my once-a-month email newsletter with information on estate planning, organizing, and administration.  You may opt out at any time, with no hard feelings!  I look forward to providing you with updates on estate organizing and brief instruction on estate administration.

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