Frequently Asked Questions
1. What is Legacy Link, and how does it benefit me?
Legacy Link is an innovative digital vault service offered by The Jordan Insurance Agency that securely stores your important documents, such as wills, insurance policies, and financial records, in one accessible location. This service not only safeguards your documents but also provides peace of mind by ensuring that your loved ones can easily access your essential information when needed, simplifying estate planning and legacy management.
2. How secure is my information with Legacy Link?
The security, privacy, and confidentiality of your personal information are our top priorities at Legacy Link. We employ advanced security measures, including end-to-end encryption, AES-256 encryption (used by the military and government), and secure password storage practices recommended by OWASP. Your data is encrypted at all stages—during transmission, storage, and backup. Additionally, we strongly encourage the use of Two-Factor Authentication (2FA) to add an extra layer of protection. Our hosting environment is fortified with 24/7 physical and biometric protections, intrusion detection systems, and 24 security certifications. With these measures in place, you can trust that your information is safeguarded to the highest standards.
3. What are the costs associated with Legacy Link?
Legacy Link offers four plan levels: Bronze, Silver, Gold, and Platinum. The Bronze plan starts at just $19.99 per month, providing full access to the digital vault service. The Silver and Gold plans offer additional benefits with no ongoing fees beyond the initial investment, with Silver available for a one-time payment of $450. The Platinum plan, exclusive to clients of The Jordan Insurance Agency, offers even more premium benefits, including customer appreciation travel programs and up to two insurance reviews per year, with special pricing. For detailed information about each plan and the specific benefits included, please contact us directly.
4. Can I experience Legacy Link before subscribing?
At Legacy Link, we understand the importance of experiencing a service before committing. That’s why we’re excited to now offer a 7-day free trial for our digital vault subscription. This trial period allows you to fully explore the ease and security of our platform, giving you the opportunity to see how Legacy Link can protect and organize your most important documents. During this trial, you’ll have full access to all the features of our Bronze plan, including secure document storage and 24/7 access to your digital vault. We’re confident that once you experience the peace of mind Legacy Link provides, you’ll see the value in continuing with a full subscription.
5. Can I share access to my Legacy Link vault with others?
Yes, Legacy Link allows you to designate trusted individuals, such as family members or your attorney, to access your vault. You have full control over who can view or manage specific documents, ensuring that your information is only accessible to those you trust, whenever they need it.
6. What types of documents can I store in Legacy Link?
You can store a wide range of documents in your Legacy Link vault, including wills, living trusts, insurance policies, financial statements, healthcare directives, and more. Our platform supports various file types, ensuring you can securely store and organize all your critical documents in one place.
7. How do I update or add new documents to my Legacy Link vault?
Updating or adding documents is simple and intuitive. You can easily upload new files or make changes to existing ones through our user-friendly interface. The platform also allows you to organize documents into folders, making it easy to manage and retrieve them whenever necessary
8. What happens to my Legacy Link vault if I pass away?
In the event of your passing, the individuals you have designated as trusted contacts will be able to access your Legacy Link vault according to the permissions you have set. This ensures that your loved ones can quickly and easily access the documents they need during a difficult time, reducing stress and confusion.
9. How does Legacy Link differ from other digital vault services?
Legacy Link stands out by integrating estate planning tools, such as will and trust creation, directly into the platform. Additionally, our service is designed to complement your insurance needs, offering a comprehensive solution that not only secures your documents but also aligns with your broader financial and legacy goals. The service is uniquely offered by The Jordan Insurance Agency, leveraging our deep expertise in insurance and legacy planning to provide a truly holistic approach to managing your life’s most important documents.
10. What is the relationship between Legacy Link and My Life and Wishes, and where is customer support handled?
Legacy Link is a branded service offered by The Jordan Insurance Agency, developed in partnership with My Life and Wishes. My Life and Wishes provides the foundational platform and technology that powers Legacy Link, ensuring a secure, reliable, and advanced digital vault experience. As a licensed partner, The Jordan Insurance Agency has customized and branded this service to align with our mission of delivering exceptional legacy planning and insurance solutions.
Customer support for Legacy Link is managed by the expert team at My Life and Wishes. This partnership ensures that any technical issues or questions are addressed by professionals who are deeply familiar with the platform. If you need assistance, you can contact their support team directly through the Legacy Link portal, guaranteeing prompt and knowledgeable service. Our partnership with My Life and Wishes allows us to provide you with a seamless and highly secure experience.