Signing Up for an Account
How to Sign Up for a Legacy Secure Account
Creating an account with Legacy Secure is a simple and secure process. Follow these steps to get started:
Step-by-Step Signup Process:
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Visit the Legacy Secure Website:
- Open your preferred web browser and navigate to www.mylegacysecure.com.
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Click on "Try for Free":
- Locate the "Try for Free" button on the homepage and click it to begin the signup process.
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Fill Out the Registration Form:
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Required Information:
- Name: Enter your full name.
- Email Address: Provide a valid email address that you have access to.
- Phone Number: Enter your phone number for account verification and support purposes.
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Required Information:
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Proceed to Confirmation:
- Click the "Next: Confirmation" button to continue.
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Verify Your Email Address:
- Check your email inbox for a verification email from Legacy Secure.
- Click on the verification link provided to confirm your email address and activate your account.
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Account Setup:
- After verification, you will be prompted to set up your account.
- Choose the classes you feel you need to add, such as "Main Residences," "Financial Accounts," etc. This helps tailor Legacy Secure to your specific estate management needs.
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Complete Setup and Access Home Page:
- Once you complete the account setup, you will land on the home page, which includes a few recommended actions to help you get started with managing your estate.
No Credit Card Required for Free Trial:
- Legacy Secure offers a free trial period during which you can explore all features without providing any payment information.
- This allows you to evaluate the platform and ensure it meets your estate management needs before committing to a subscription.
Support:
If you encounter any issues during the signup process, please contact our support team at [email protected].