Professional Advisors

Welcome to the LegacyTree Foundation professional advisor portal!

LTF works with the advisor and their client to structure a personalized LegacyPlan to maximize the benefits tailored to your client’s needs. Each LegacyPlan provides a structured immediate or deferred income, along with tax benefits that vary according to the asset used to fund the LegacyPlan. In addition, each LegacyPlan provides a grant(s) to charity, which your client can recommend. LTF professionals are here to help you with all the back office support you will need to be able to incorporate and add this valuable tool into your practice.

The information and materials included in this portal will help familiarize you with the benefits that LegacyPlans provide when funded with different assets. LegacyTree Foundation is available to discuss case design, and create individual illustrations to help you structure the best LegacyPlan for your client.