HALO SMART LEGACY

HALO SMART LEGACY is a modern digital solution designed to help individuals securely manage, organize, and pass on their personal, financial, and digital assets. It enables users to store important documents, create digital wills, assign beneficiaries, an

Millions of People Prepare and File Taxes Online,
Now Estate Planning Can Also be Done Online!

People have been doing their taxes with software at home for decades. We took this idea and applied it to an equally complex area, creating a Revocable Living Trust and Estate Plan.

We have eliminated the expense, time, and complexity from the process. A simple interview asking you questions in plain language allows our system to tailor your plan to your needs.

Let's Get Started!

We want to help you find the best solutions for your needs. Please complete this form, and one of our licensed agents will be in touch to get you covered.