Curated services for every step of your journey
Everything you need to protect the people you love — trusts, wills, powers of attorney, and life insurance through our trusted partner, Ethos.
Living Trust
Pass your assets to your loved ones while avoiding probate — keeping things private, fast, and under your control.
- Avoid probate
- Keep your estate private
- Stay in control
Last Will & Testament
Cover the essentials — name guardians for your children, choose your beneficiaries, and leave clear instructions.
- Name guardians
- Choose beneficiaries
- Set your wishes
Power of Attorney
Appoint someone you trust to handle your financial or medical decisions if you're ever unable to.
- Financial decisions
- Medical decisions
- Peace of mind
Life Insurance
Protect your family's financial future with affordable, reliable life insurance through our trusted partner, Ethos.
- Powered by Ethos
- Coverage in minutes
- No medical exam options
Why Wise Legacy services?
Vetted & curated
Every service partner is carefully selected and quality-checked.
Seamlessly integrated
Services connect directly to your Wise Legacy plan — no juggling.
Transparent pricing
Clear, upfront pricing with no surprises or hidden fees.
Expert guidance
Real people ready to help you make confident decisions.
Not sure where to start?
Tell us about your situation and we'll point you to the right next step.