To all Advisor Partners,
Over the past few years Legacy has invested in excess of $500,000 to create an online platform. Affectionately referred to as Guru, internally. Guru permits you to create and manage your client's estate planning documents, seamlessly share documents with all the individual's named in your client's plan, and track assets within your client's estate. In addition, the new online platform gives you the ability to attract and retain the next generation of clients - which demand a strong digital component in every aspect of their lives.
As many of you already know, Legacy's paralegal and legal staff started using the Guru platform internally in October 2015. A select group of advisors having been using the Guru platform since April. We are now officially making the platform available for all Legacy advisors to use.
Contact us here if you are unsure how to access the online portal.
Beginning immediately all Legacy advisors will be required to submit their business via the Guru platform.
Use "Submit a Request" if you want to set up a time for a 1:1 training on how to use the Guru portal. We look forward to helping you use the portal with your clients.