DO YOU KNOW YOUR CLIENTS?

"When the patriarch of our family passed away, we were left with love, unrecorded memories, and an organized estate filing system. Unfortunately, the filing system was filled with outdated information. 3 years later, we are still processing some of the estate. I joined the LegacyBook team so I can help families. I don't want anyone to have to go through the painful experience I did." (Joe Witte)

With LegacyBook, life can happen and without having to worry about what comes next.

FEATURES

Discover how easy it is to grow your book of business by building your clients legacy with the LegacyBook app.

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