Careers At Our Legacy Circle
At Our Legacy Circle, we believe legacy planning is about more than documents. It is about helping families create clarity, preserve their wishes, and protect the people they love. As we continue to grow, we are looking for purpose-driven professionals who want to make a meaningful impact in their communities while building a rewarding opportunity for themselves.
Whether you serve families through financial services, real estate, insurance, ministry, caregiving, education, or community leadership, there may be a place for you within our network.
Who Thrives Here?
Our team is made up of individuals who care about helping others prepare for the future.
You may be a great fit if you are:
- A Financial Professional
- Insurance Agent
- Real Estate Professional
- Faith or Community Leader
- Funeral Service Professional
- Business Consultant
- Educator or Coach
- Entrepreneur Seeking Purpose-Driven Work
Most importantly, you value trust, professionalism, and helping families make informed decisions before a crisis occurs.
Opportunities
- Certified Legacy Facilitator
Guide individuals and families through structured legacy planning conversations, document organization, and Digital Legacy Vault preparation. Legacy Facilitators educate, support, and coordinate resources while helping clients take meaningful action.
- Referral Partner
Connect families, organizations, and professionals with Our Legacy Circle services. Referral Partners play an important role in expanding awareness and helping more people access legacy planning resources.
- Community Educator
Represent Our Legacy Circle through workshops, seminars, churches, community groups, and educational events. Help families understand the importance of planning, organization, and family continuity.
What We Provide
As part of our network, you may gain access to:
- Structured training and certification
- Legacy planning education resources
- Attorney-aligned planning platforms
- Digital Legacy Vault tools
- Ongoing professional development
- Community outreach opportunities
- Revenue participation opportunities
Our Standard
We hold ourselves to high standards of professionalism, confidentiality, and ethical service.
All team members receive training focused on:
- Legacy Planning Education
- Confidentiality Standards
- Ethical Communication
- Platform Navigation
- Legal Boundary Awareness
- Client Support Best Practices
We do not provide legal advice. Our role is to educate, facilitate, organize, and connect families with appropriate resources.
Build A Legacy Of Your Own
If you are looking for an opportunity that combines purpose, education, and community impact, we invite you to learn more about joining Our Legacy Circle.