Simple, Smart, Secure Estate Planning Your family is counting on you.

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I couldn't imagine my kids ever saying, I can't believe Dad left this mess for us. With LegacyShield® I got my estate plan off my mind. I got it done.
– David R.
I'm using LegacyShield to close all my phone conversations now and the acceptance is great... it's my get in the door now.
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This is one product that everyone needs!!
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Wonderful service! And the client can make changes for up to one year for no additional charge.
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It's easy to fill out and not to have to worry about things when you are in the worst from loosing someone!! I would recommend to everyone!!
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LegacyShield helps your family avoid unpleasant surprises.
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...been up since 3am, SO EXCITED, uploading our family's important documents & contacts to our digital LegacyShield *LIVING WILL & TESTAMENT*
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Your Estate Plan

It’s your set of instructions and wishes for your children, for your property, and for your medical decisions. Keep important details from being left to chance or made without your approval.

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Get answers and discover how LegacyShield® makes it simple, smart, and secure.

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Did you know?


of Americans say having a well-thought-out estate plan would help them feel like a good spouse or parent.

But, did you also know?


of American families with children don't have a will in place.

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Enjoy Convenience

Complete your estate plan at home with an intuitive step-by-step process that makes it easy to get it done at your pace.

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Avoid Errors

An AI-driven system is proven to help you avoid mistakes so you can have confidence that your plan is accurate and legally sound.

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Leverage Attorneys

For clients who need a bit more assistance, there are over 70 attorneys available in the attorney network.

Let's complete this important step for your future together.

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Contact me today.

A Basic Estate provides the documents you need to protect you and your family. Your plan includes the foundational documents you need:

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Last Will and Testament

Medical and financial power of attorney icon

Medical and Financial Powers of Attorney

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Advance Directive

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HIPAA Authorization

Appoint Your Team

Link provides smart, secure automation that enables you to select roles for trusted family and friends to execute your estate plan. This proprietary process ensures that your instructions get to the right people at the right time.

Step 1

NotificationThe notifier initiates the execution of your estate plan. A message is sent to your authenticators for confirmation.

Step 2

AuthenticationYour authenticators receive notice and confirm that it is time to execute your estate plan.

Step 3

RecipientsOnce your authenticators give confirmation, your digital estate plan documents are released to the right recipients at the right time.




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Link by LegacyShield® gives you the most comprehensive suite of tools you'll find on the market.Estate planning that is packed with more value and services than any other platform out there.

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Basic Estate

Create, manage, and securely store your estate plan and all your other important documents for life.

Basic Estate Also Includes

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Document all your final instructions for your loved ones.

Life Stories

Record life lessons, funny moments, and heartfelt memories to a digital diary.


Store credentials for online accounts to give access to the right people.

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Account Aggregation

Organize and view your financial accounts in one central location.

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Calculate and explore life insurance and retirement needs.

Estate planning is a responsibility neglected by millions - even by some you wouldn't have guessed

Don't leave your heirs with a mess that could take years or even decades to sort out.

LegacyShield agent Srilakshmi Regula

Srilakshmi Regula

Financial Professional

954 812 1644

Start Protecting Your Legacy Today

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