Adding Value to your Client Experience

Professionals: 

Brand our content to your business and offer your clients a turn key approach to organization. 

 Why buy from Legacy Footprint... 

Our system is turnkey and client ready. Choose the Legacy Footprint brand of items for quick and easy delivery or customize the system with your logo and color scheme. Show your clients how much you appreciate them by providing this added value! 

Why we chose a tangible file rather than a digital options...  

Our system is designed for a trusted person to pick up the Legacy Footprint File and know exactly what to do in the event of an emergency. We discovered that many people do not have a systematic way of storing information in the event of their death or disability. This system should help ease the process of sharing and transition information to loved ones at a critical time. Tangible paper just works better than digital in these scenarios!

  • Legacy Footprint Brand - Bulk Order

    We offer bulk pricing in quantities of 25 or more. We will assemble each file system and ship it to you. This allows you to purchase the plastic file box or fire proof safe direct, saving you shipping and handling costs on these items. You will maintain your inventory supply in house, so they are readily available to clients.

     

    As an alternative, purchase the file system in bulk and we will maintain the quantity at our distribution center. When you are ready to provide a client with the system, simply provide us with their name and mailing address and we will take care of the rest. This option is perfect for the virtual client.

    Contact us today for more information and pricing.

  • Customize Your System

    A one time set up fee will be included for all custom brand items. This fee will include inserting your camera ready logo, color scheme and broker dealer disclosure (if required for financial professionals) into all supporting documents provided within the system. A draft proof will be provided upon request for compliance submission purposes.

     

    Also included for this fee is the set up of the file box,
    file safe and folder logo stickers.

     

    When purchasing the Custom Set-up Fee and Design, allow 1-2
    weeks for proof ready pieces that can be used to submit to your compliance department if needed. 

     

    *Please note that although all content has been approved by
    various broker dealers. We can not guarantee approval. Once you complete the waiver release and agree to the final draft please allow up to 2-3 weeks for delivery of purchased items. 

    Contact us today for more information on Custom setup fee and design as well as bulk order pricing.