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:

  1. Visit the Legacy Secure Website:
    • Open your preferred web browser and navigate to www.mylegacysecure.com.
  2. Click on "Try for Free":
    • Locate the "Try for Free" button on the homepage and click it to begin the signup process.
  3. Fill Out the Registration Form:
    • 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.
  4. Proceed to Confirmation:
    • Click the "Next: Confirmation" button to continue.
  5. 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.
  6. 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.
  7. 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].