The Tools to Support Your Legacy Planning Journey—All in One Place
Your Central Hub for Scheduling, Secure Document Uploads, Billing & Planning Tools
Welcome to your LEGACYSCULPT® Client Resource Hub — your all-in-one destination for financial planning tools, secure account access, and real-time advisor support.
Whether you’re reviewing your tax strategies, managing your investments, or preparing for your next planning milestone, everything you need to stay connected and in control is right here.
Schedule your LEGACYSCULPT® Meetings
Stay connected and on track throughout the year with our customized LEGACYSCULPT™ planning cadence. Whether you're preparing for a major milestone or just need quick support, you can easily book time with us using our dedicated scheduling page.
View Your Financial Planning Portal at RightCapital
Track your goals, accounts, and financial projections in one secure place. RightCapital is where your personalized plan lives and evolves. Use this portal to view your progress, explore what-if scenarios, and stay aligned with your LEGACYSCULPT™ strategy.
Securely Upload Your Documents Through Verifyle
Verifyle is our encrypted portal for securely uploading documents and communicating privately. You can share tax forms, statements, or planning materials, and send confidential messages — all protected with industry-leading encryption to keep your information safe.
Access Your Accounts with Charles Schwab
Access your Charles Schwab accounts to view balances, statements, tax documents, and performance reports. This is your direct line to your portfolio. We partner with Schwab because they are a trusted industry leader for your investment accounts.
Access Useful Resources and Forms
We’ve made it easy to explore helpful forms, guides, and planning resources designed to keep you organized and informed. Everything you need to support your financial planning and ongoing LEGACYSCULPT™ journey is available here in one convenient place ready for you to download or view.
Click here to access your
resources and forms library
Securely Manage Your Billing with AdvicePay
Access AdvicePay to view invoices, make payments, view client agreements and manage your payment preferences — all in one secure location, accessible anytime. AdvicePay is designed to make your experience simple, transparent, and efficient.
