LegacyShield by SBLI: Secure your documents & legacy of memories

Our commitment to your peace of mind goes beyond life insurance. LegacyShield, in partnership with SBLI, offers a comprehensive approach to estate planning, enabling secure document storage and detailed estate plans to protect your legacy.

LegacyShield gives you the power to:

  • Store your vital documents, final wishes, photos and videos in a secure digital vault.
  • Consolidate and view your financial accounts and life insurance policies in one convenient dashboard.
  • Access the Estate Guru platform to create documents for your estate plan, including a will, trust, power of attorney and advance directive.
  • Assign trusted contacts for seamless access and schedule the sharing of documents.

LegacyShield: Your digital legacy solutions

At SBLI, we understand the importance of managing your legacy comprehensively and securely. LegacyShield offers a robust solution for all aspects of legacy management, from storing important documents and financial accounts and estate planning. This all-in-one platform allows you to store, organize, and share critical information, ensuring that your loved ones have access to everything they need when the time comes. Whether it’s a will, trust, or healthcare directive, LegacyShield makes it easy to keep all your documents in one secure place.

LegacyShield integrates seamlessly with SBLI’s life insurance offerings, enhancing the overall customer experience with added convenience and peace of mind. Our platform’s flexibility allows you to customize your legacy plan according to your unique needs and preferences, ensuring that your personal wishes are clearly documented and easily accessible.

And for your peace of mind, LegacyShield employs advanced security measures to protect your sensitive information, so you can be confident that your data remains private and secure. With SBLI and LegacyShield, you can trust that your legacy is in good hands.

Partnering with Estate Guru

We’ve teamed up with Estate Guru to provide an affordable and thorough way to set up a will or trust. This collaboration ensures that your last wishes are met, safeguarding your loved ones future and maintaining harmony. With over 30 years of experience, Estate Guru’s online platform embeds the attorney into the process without traditional attorney fees, making it an easy way to get legally sound documents for your estate plan.

How LegacyShield works: A step-by-step guide to setting up and using LegacyShield

  1. Go to my.sbli
    Head to the my.sbli portal. This is the first step to access all your SBLI account features, including LegacyShield.
  2. Register or log in to your SBLI account
    If you are a new user, click on the Register button to create an account. You will need to provide some personal information and create a password. If you already have an account, simply log in using your existing credentials.
  3. Click on LegacyShield to register for your included subscription
    Once logged in, locate the LegacyShield option in your account dashboard. Click on it to register for your included subscription. This will grant you access to all the features LegacyShield offers and connect LegacyShield to your my.sbli.com account. Follow all the prompts to connect LegacyShield and my.sbli.

    How to create a free account

  4. How to access LegacyShield from my.sbli
    Once your account is connected with my.sbli, you can access Estate Guru by clicking on Estate Planning in the left navigation, add items to the vault and share them right from your my.sbli account. If you would like to explore more of LegacyShield you can click on the dashboard link to go right to LegacyShield.
  5. Add trusted contacts
    You can add people to your account to share items with. You can add them when adding items to your vault while at my.sbli.com or go to the People section of LegacyShield. You can manage the people you have added in this section as well.

    How to add & manage SBLI insurance policy information and other details

  6. Add insurance policy information
    In the LegacyShield interface, go to the Insurance section. Click Add Policy and fill in your SBLI policy details, including policy number, coverage amount, and beneficiary information.
  7. Manage other relevant details
    Use LegacyShield to store other important documents and information such as wills, trusts, and healthcare directives. Simply upload the documents and organize them into the appropriate categories.

    How to share items

  8. Share Now or Share Later
    Anytime something is added to your Vault or LegacyShield you have the option to share it now or later. Share now means whoever the item is shared with will receive access to LegacyShield to view the item right now. Share later means the person who the item is shared with will receive access to the item upon your death. It is recommended that you revisit your Vault regularly to ensure your documents and people are up to date so that you share with the correct people upon your passing.

    How will my contacts receive the information I want to share with them?

  9. Contacts receive free access to LegacyShield to view items shared with them.  When an item is ready to be shared with a person, that person will receive an email that an item is waiting for them to view and they will register to view that information.

    Explore the ease and security of LegacyShield

  10. Explore user-friendly features
    LegacyShield is designed for ease of use, with a clean and intuitive interface that makes managing your legacy simple. Navigate through the different sections easily and use the guided prompts to add and manage your information.
  11. Utilize security features
    LegacyShield employs advanced security measures to protect your sensitive information. All data is encrypted, and you can set up multi-factor authentication for added security. Regularly review and update your security settings to ensure your information remains safe.

With these steps, you can easily set up and use LegacyShield to manage all aspects of your legacy, ensuring your wishes are documented and your loved ones are protected.

Begin securing your legacy with LegacyShield today. Explore how our digital tool can help you manage and protect what matters most.

Sign up now for peace of mind

1SBLI has partnered with LegacyShield to provide certain products with your policy. Additional LegacyShield products may also be available for purchase. Your relationship or agreements with LegacyShield are separate from your relationship or agreements with SBLI. The kits you may be receiving access to through LegacyShield are not intended to be legal, tax, or investment advice. You should consult your own legal, tax, or investment advisor regarding your personal situation. LegacyShield is a subsidiary of SBLI.
Products or Services offered under LegacyShield are not insurance and are subject to change. For more information, please contact SBLI at www.sbli.com or via telephone at 800-694-7254.

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