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Frequently Asked Questions

How safe are your systems?

The Legacy Planners Network portal operates on a platform created and maintained by Yourefolio. Their website provides detailed information about system security. We encourage you to read their description at https://site.yourefolio.com/security-and-privacy.

What happens to my data and the system if something happens to Legacy Planners Network?

Your data is preserved on the Yourefolio servers. It can deliver your information back to you in format usable to you.

What happens if Legacy Planners Network is unavailable, and I need access my data?

Clients have 24/7 access to all their information and documents.

If I decide I no longer want to participate in the Legacy Planners Network, how can I get my information transferred to me?

At any point, you feel that Legacy Planners Network isn’t for you, we can deliver all of your information to you upon termination of your participation.

How is your training?

We make sure that you have the proper training to effectively use Legacy Planners Network. We provide one-on-one live training as well as training documents. Feel free to contact us to schedule a training session.

If you do not see the question you need addressed or an answer is not clear, feel free to email us at support@legacyplannersnetwork.com.