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Estate Planning Trust

The Estate Planning Trust can help set aside funds to transfer wealth and leave a legacy.
The Estate Planning Trust can help set aside funds to transfer wealth and leave a legacy. This comprehensive legacy protection plan offers unique protection by combining whole life insurance and an irrevocable estate planning trust. Therefore, the value of the policy may no longer be accessible by lawsuits and creditors.

The OneLegacy Difference

The OneLegacy Advisor's process does not require any marketing expenses, in fact, you will have the tools to re-monetize your current book of business. 

Provide a solution EVERYONE client needs, even if they don't know it yet.
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    You are 1 step away from a process that could change the course of your business,

You can elect multiple beneficiaries for the estate trust, such as:

  • Children, grandchildren or other relatives
  • Charitable organizations that represent their personal causes
  • Religious institutions
  • Schools or universities
  • Friends or neighbors
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    You are 1 step away from a process that could change the course of your business,

Be the relief that families deserve.

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