How We Partner With Advisors
LegacyTree works alongside financial advisors to integrate charitable planning into broader wealth, estate, and legacy conversations.​ We provide a charitable planning structure that complements your expertise and helps clients align generosity with long-term intent.
Our partnerships are built on:
Mutual trust and transparency
Collaboration and clear communication
Shared commitment to client goals
Respect for the advisor-client relationship
Regulatory Compliance
​​You remain the primary advisor. We support the charitable component.
What Advisors Can Expect
Our goal is to make charitable planning easier to introduce, explain, and implement without unnecessary complexity.
When you partner with LegacyTree, you can expect a process that is:
Advisor Process
Income from LegacyPlans are insured and grant distributions managed responsibly and aligned with the client's values.
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Introduce the Conversation
You identify clients who may benefit from charitable or legacy-focused planning and are able to enjoy the resulting tax benefits.
Collaborative Review
LegacyTree works with you providing case design and illustrations to find the best program that fits your client's goals.
LegacyPlan Establishment
Once a plan is established, LegacyTree administers the charitable component according to the client’s intent.
Ongoing Stewardship
LegacyTree provides the ongoing administration and open, accessible communication for each LegacyPlan.
Why Advisors Trust LegacyTree
Advisors choose to work with LegacyTree because we:​​
Demonstrate financial strength through insured income obligations.
Bring expertise in charitable planned giving.
Offer simple, flexible plans for complex planning
Mission driven with lasting and impactful results
Our approach is rooted in trust, collaboration, and responsible administration, so you can confidently offer charitable solutions as part of a well-rounded plan.
