Frequently Asked Questions

Q: What type of gift/legacy can I leave?

A: Your gift/legacy is limited only by your imagination and legality. Legacies such as flowers on special occasions, candy, liquor, spa treatments, concerts, and vacations to a favorite location are examples of gifts that are well received. Other gifts, such as providing a monthly stipend for a grandchild while they are in college, are also greatly appreciated.

Q: How much does a legacy gift cost?

A: Our fees are based on the actual cost of the legacy/gift.

For gifts up to $250, our fee is $50
For gifts from $251 to $999, our fee is $75
For gifts $1,000 and above, our fee is 10% of the cost of the gift

Q: How long will my legacy last?

A: That is up to you -you determine how long the gift is received. It can be a one-time-only gift or an annual gift for as long as you choose.

Q: What if the recipient dies before the gift/legacy is fulfilled?

A: The remaining funds in the account will be donated to your charity of choice or given to a person designated by you.

Q: What happens if the gift recipient moves?

A: At the time of the notification, we will verify addresses for the gift recipients.

Q: What if the gift recipient wishes to terminate the legacy?

A: If the recipient finds it too painful to receive the gift, we will respect their wishes and immediately terminate the contract. The remaining funds will be donated to your charity of choice.

Q: What guarantee do I have that this service will be performed?

A: Upon completion of the contract, the Executor of the Estate or other designated representative will be notified of its completion and provided a copy of the contract which will include the date of fulfillment and details of the agreement established by you.

Q: Is there any paperwork to fill out?

A: You can find the Service Agreement here.

Q: How can I share my experiences with others?

A: To share your experiences with us and others, email us or call us at 1-866-684-7197