Refer a Friend or Client

Thank you for recommending eLegacy to someone you care about. Here's how we'll honor your trust and what your client or loved one can expect to receive from us: 

• A brief, one-time email and/or phone call. We'll introduce ourselves and explain that you recommended we reach out and thought they might be interested in estate planning. 

That's it!  We won't spam them with emails or sales calls or use their contact information in any other way.