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Our Mission

Why Legacy Guard

Estate planning has been broken for decades. Expensive, confusing, and almost never done completely. We built Legacy Guard to change that, for every family, everywhere.

"Every family deserves a plan that actually works, fully funded, attorney supervised, and easy to keep updated for life. Without the hourly bills. Without the waiting room. Without the worry."

01
Estate planning should be accessible

For too long, proper estate planning has been reserved for the wealthy, those who could afford the hourly fees, the multiple appointments, and the ongoing legal costs. Every family deserves the same protection, regardless of their net worth.

02
A plan that isn't funded isn't a plan

The dirty secret of traditional estate planning is that most trusts are never properly funded. That means the assets never actually transfer. The trust is worthless when your family needs it most. We don't let that happen.

03
Life changes, your plan should too

You get married. Have children. Buy property. Change your mind about a beneficiary. Your estate plan needs to reflect your life as it is today, not as it was five years ago. Updates should be simple, fast, and free.

How it works,
from your first call to signed documents

From your first free conversation to a fully funded, attorney-supervised estate plan. Here is every step of the process, clearly explained.

1
Your Free Legacy Guard Call

A free, no-obligation conversation with Legacy Guard. We walk you through how a Fully Funded ITS Estate Plan works and answer every question your family has.

2
Orientation and Funding Call

Once enrolled, you have a dedicated orientation and funding call. We walk through your assets, your family structure, and everything needed to build your plan correctly from the start.

3
Implementation with the Paralegal Team

Our experienced paralegal team works with you directly to prepare and organize every detail of your estate plan, making sure nothing is missed and everything is in order before your attorney review.

4
Legal Review with a Licensed Attorney

A licensed attorney conducts a thorough review of your complete estate plan, start to finish. Every beneficiary. Every asset. Every detail reviewed and confirmed by real legal oversight.

5
Sign Your Documents

Your fully funded, attorney-reviewed estate plan is finalized and signed. Your family is protected. Your wishes are documented. Your legacy is secured.

And it does not stop there.

After your documents are signed, your Fully Funded ITS Estate Plan stays current for life. Whenever life changes, simply send a message through the Notepad, our secure digital messaging center, and your plan gets updated at no additional cost. No appointments. No hourly fees. Any time, from anywhere.

Built on Integrated
Trust Systems

Legacy Guard estate plans are powered by Integrated Trust Systems, a technology-based digital estate planning platform with over 25,000 estate plans created and a network of 4,000+ advisors nationwide. Every plan is attorney supervised. Every plan is fully funded.

Fully Funded. Every Time.

The ITS proprietary asset inventory ledger ensures every single estate plan is completely funded. Traditional firms almost never do this. A funded plan is the only plan that actually protects your family.

Attorney Supervised

Every ITS estate plan receives licensed attorney review and supervision. This is not a DIY document generator. Real attorneys. Real oversight. Delivered through a modern digital platform.

Update Any Time. No Fees.

Request modifications through the secure Notepad Message Center at no additional cost. From anywhere. At any hour. Traditional firms charge $300–$500/hour for the exact same changes.

Nevada Situs. All 50 States.

Every plan is structured under Nevada law, one of the most favorable trust jurisdictions in the country, and is legally recognized in all 50 states. Your family is protected wherever life takes them.

Estate planning is for
every family

You don't have to be wealthy to need an estate plan. You just have to care about what happens to your family when you're no longer there to take care of them.

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Families with children

Who raises your children if something happens to you? Who manages their inheritance until they're adults? A Fully Funded ITS Estate Plan answers every question before it becomes a crisis.

🏡
Homeowners & property owners

Real estate is one of the most common assets lost to probate. Without a funded plan, your home could be tied up in court for over a year before your family can access it.

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Professionals & retirees

IRAs, 401(k)s, business interests, and investment accounts need proper planning to transfer efficiently. The right structure protects your assets and minimizes what gets lost in the process.

Your family's protection
starts with one call.

Schedule a free 30-minute call. No sales pitch. No pressure. Just a clear, honest conversation about what your family needs and how to protect them.

Schedule Your Free Call

Free · Confidential · 30 minutes · No obligation