Agents: Use this enrollment form while meeting with a client — in person or over the phone.

Please use this enrollment form with the member to ensure the consumer consents to membership and communications from Legacy Safeguard, and to allow the consumer to ask questions and understand Legacy Safeguard's services.

Member Information


Gender:

Spouse's Gender:

Provider Information


Legacy Safeguard is a legacy and end of life planning consumer advocacy service provided by Legacy Safeguard, LLC. Member understands and agrees that by completing and returning this enrollment form the Member will receive a limited free online membership in the Legacy Safeguard service. Legacy Safeguard is not an insurance policy. Actual fees and charges associated with a funeral or other related services offered are not covered by Legacy Safeguard. This is a free benefit and provided to the recipient at no additional cost; this offer is subject to change without notice. Member may choose to purchase additional services, including but not limited to, additional membership opportunities in Legacy Safeguard. Member also agrees that they can be contacted by Legacy Safeguard at anytime to receive additional information about merchandise and services offered by Legacy Safeguard, its affiliates and other companies that Legacy Safeguard partners with. Member agrees to indemnify, defend, and hold harmless Legacy Safeguard, its affiliates, officers, agents, contractors, and employees, from any claim arising in any manner, directly or indirectly, out of or in connection with terms of this agreement or any other agreement between the parties to this agreement regardless of the cause of fault or failure to comply with any of the provisions of the aforementioned agreement, which includes, but is not limited to, the negligence of either party to this agreement. Member further agrees to indemnify, defend, and hold harmless Legacy Safeguard, its affiliates, officers, agents, contractors, and employees from any and all claims and/or causes of action set forth by or against Member and/or a third-party for the actions or omissions of Member and/or any third-party that arises out of or are any way connected with that which is addressed herein.

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