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LegacyArmour
Learning Center

Use the resources on this page to guide your legacy planning experience.

Access a demo environment to get comfortable on the platform, watch detailed training videos, learn more about cybersecurity and find out how to make the most of your LegacyArmour vaults.

LegacyArmour for Individuals and Families

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Demo

Explore LegacyArmour’s Demo Environment

Explanation of the LegacyArmour innovative and award-winning platform with emphasis on its security and automated delivery of information to future recipients.

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Training

LegacyArmour Overview

A quick walk-through of the LegacyArmour service demonstrating what features are included and how to use the system easily and securely.

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Training

Configuring Your Vault

Organize and plan assets securely inside a LegacyArmour vault training video.

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Training

Setting Up and Locking Your Vault

Instructions to protect your information and lock it inside a LegacyArmour vault until it is time to deliver it to designated recipients.

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Training

Adding a Recipient

Quick training video on how to add a new recipient to your LegacyArmour account.

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Training

Adding a Delegate

You can have up to two delegates per vault who can help you protect your legacy and co-manage the vaults with you.

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Training

Creating Your Estate Plans

LegacyArmour provides users three estate planning workflows/tools – will, power of attorney and health directive.

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Training

Connecting Financial Accounts to Your Vaults

Connect any of your financial, banking, investment and retirement accounts to your LegacyArmour vaults. Then, designate who receives that information and based on what circumstances such as a sibling turning of age or based on an unfortunate death/incapacitation.

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Training

Creating Your Emergency Medical Card

LegacyArmour will mail you a wallet card with all your emergency contacts, allergies, medications and even a QR code linking to your health directive and any critical information you would like for your health provider to have access to in case of a medical emergency.

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Resources

Think Outside the Box: The Next Generation of Legacy Planning

Download the brochure to find out why leaving a legacy for your loved ones is so important, and how an innovative planning platform can help ensure their future is protected.

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Resources

Wills, Trusts and Estate Planning Made Easy

As a professional getting closer to retirement, creating a will, trust and estate plan might feel increasingly urgent. But where do you begin?

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Resources

Securing Your Assets: Digital Vaults vs. Physical Documents

Digital vaults, such as the ones offered by LegacyArmour, are more than just storage space on the cloud.

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Resources

Leaving Behind Something Your Family Will Remember

Your legacy must be able to remind your family and their descendants about you.

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Resources

Protecting Yourself Against Insurance Fraud

There are numerous types of insurance frauds, and here we’ll go over some of the more common ones and how families can adopt insurance fraud prevention techniques.

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Testimonials

Keeping Their Family Legacy Alive

Hear how this couple protected their children's future and their legacy with LegacyArmour.

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Testimonials

Protecting Their Future

Hear how this husband and father of three gained peace of mind with the protection LegacyArmour provides.

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Resources

Final Wishes Planning Guide

An easy to use, interactive guide that helps you collect all of your final wishes and easily store them to your vault.

LegacyArmour for Agents and Advisors

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Playbook: Engaging Clients and Attracting Prospects With LegacyArmour

Check out the playbook to learn how to leverage innovative legacy asset planning to improve client relationships, differentiate your practice and close new business.

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Tip Sheet: 9 Ways to Increase Customer Referral Traffic

Download the tip sheet to find out how you can deliver the kind of differentiated customer experience that helps increase referral traffic.

LegacyArmour Podcast Episodes

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