SGIC Legacy Builder

Estate Planning Simplified

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What We Do for You

A modern, digital estate planning platform designed to make Wills and Trusts fast and easy to complete. Members can create an estate plan in minutes without the traditional complexity. Licensed attorneys guide and customize each plan to ensure legal accuracy and state compliance. White-glove concierge service supports members from start to finish.

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Benefits for Your Members

  • Group pricing
  • Budget-friendly
  • Complete independently or with guidance
  • Highly customizable
  • Legal & binding documents
  • Wills start at $299 with group pricing
  • Trusts start at $999 with group pricing
  • State-specific legal documents
  • Digital-first experience
  • Concierge-level support

Benefits for Your Organization

  • Earn sponsorship revenue
  • Private label
  • Simple Implementation
  • Complimentary branded marketing and education content
  • Legal & binding documents
  • Marketing and revenue reports
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    Why Do I Need an Estate Plan?

    Estate planning is a powerful way to protect the people you love. It puts critical decisions in writing — including guardianship for your children and how your assets will be distributed.

    What is Probate?

    Probate is the legal process that confirms your will and appoints your executor to handle the distribution of your assets. If you don’t have a will, these important decisions, including care for your children, are left up to the court.

    Trust-Based Estate Plans Starting at

    $999

    Includes State-specific documents:

    • Revocable Living Trust
    • Schedule of Assets
    • Pour Over Will
    • HIPAA Authorization
    • Living Will
    • Power of Attorney
    • Certification of Trust

    A Trust may be right for you if you own one or more properties, are expecting an inheritance, and/or have over $160,000 in assets.

    With a Trust you can do everything a Will can do, plus:

    • Avoid probate court
    • Have greater control over your asset distributions

    Will-Based Estate Plans Starting at:

    $299

    Includes State-specific documents:

    • Last Will and Testament
    • HIPAA Authorization
    • Living Will
    • Power of Attorney
    • Testamentary Trust

    A Will may be the right choice for you if you have minor children, are married, own a home, and/or own less than $160,000 in assets.

    With a Will, you can:
    • Name Guardians for your children and pets
    • Designate where you would like your assets distributed
    • Detail your funeral and burial arrangements

     

    The information presented above is a brief description of the important features of this insurance plan. It is not an insurance contract. Coverage is subject to meeting eligibility requirements. Coverages are described in general and may vary depending on your state of residence and plan purchased. Deductibles, limits, waiting periods, limitations and exclusions may apply. Actual benefits are determined by the terms and conditions of your policy and certificate alone. The plan described here does not constitute comprehensive health insurance (often referred to as “major medical coverage”) and does not satisfy a person’s individual obligation to secure the requirement of minimum essential coverage under the Affordable Care Act (ACA). For more information about the ACA, please refer to HealthCare.gov.

    Real People. Real Support.

    Insurance doesn’t have to be complicated. We make it clear, budget-friendly, and caring.

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