The Legacy Planners Network (LPN) is a set of tools and training provided by the Legacy Planners Network LLC. The company is not a law firm, but is owned by William F. Coyne, Jr. One of the primary tools is access to an encrypted web portal where documents can be stored in an organized way so that you and your helpers can access them easily. There are separate marked storage areas for important information, including:

• Legal documents
• Financial information
• Insurance information
• Contact information for key people
• Digital assets

Current information is available on the website and in a downloadable PDF. Participants have the power to control who gets access to what information, and when.

Besides access to the web portal, LPN provides assistance with uploading information, and coaching with your personal plan of action for what needs to be done to make your plan effective. Participants meet annually to go over changes in their situation and in their plans, and have access to live and recorded training sessions on estate planning and legacy planning topics.

To learn more about the Legacy Planners Network, call 617-624-3350 to schedule a demonstration. Or you can watch a pre-recorded tour of the site from a recent webinar below.