Legacy Proud™ provides additional support for clients who have started their readiness journey but need help reviewing checklists, organizing information, or working through forms.

This pathway combines the secure tools available through Legacy Vault™ with direct organizational support. 

What’s Included

• Up to two hours of forms support
• Checklist review
• Organization guidance
• Help identifying incomplete readiness steps
• Access to Legacy Vault™ tools
• Maya™ plain-language guidance
• Flexible payment options

Who It’s For

Legacy Proud™ is designed for clients who can complete parts of the process independently but would benefit from guided support, clearer organization, and help working through their next steps.

Get Support With Your Next Steps

Receive guided help organizing forms, reviewing your checklist, and continuing your readiness process.