How does Legacy Assist
We understand how overwhelming it can be to organize a funeral or memorial service while grieving a loss. Our Funeral Concierge Service offers a straightforward, caring process to help you find the right funeral home, save you money, and plan a meaningful goodbye thats true to your loved ones.
COVERAGE FOR ALL
There are no age limits and no waiting periods. Coverage remains active as long as monthly fees are paid by SBLI, your sponsor. The program is available to active SBLI policyholders in good standing, as long as premiums are paid when due.
We can help you:
Losing a loved one is difficult, and managing the logistics and decisions afterward can feel overwhelming. Our program provides essential support to your surviving loved ones, helping them navigate through key decisions, such as:
A Service Unique as the Individual
We don’t believe in cookie-cutter funerals. Our team can help you plan a meaningful and memorable service.
Practical Help:
Find the right funeral home, plan memorial services, access resources for legal matters and so much more.
Documentation and Legalities:
Obtain death certificates, write obituaries, create invitations and social media posts.
Saving Money:
Negotiate with funeral homes, discounted funeral products, cutting hidden costs.
Final Arrangements:
Find a Cemetery plot, source florists, arrange transportation, etc.
Here for you, now and in the future
Planning ahead:
Legacy Assist ensures you have everything in place before a death occurs. Our pre-need services include:
- Access to LegacyShield: A secure digital vault where you can store your insurance policies, final wishes, personal messages, keepsakes, and more—all in one safe, accessible place.
- Estate Guru – (Available through LegacyShield), Create legally sound documents with ease, including:
- Last Will and Testament
- Living Trust
- Power of Attorney
- Healthcare Directive
- Get started with LegacyShield — log in here
- A Funeral Planning Assistant – A simple online tool to create a funeral plan and remove the guesswork for your loved ones.
At time of need:
When the need arises (or is expected to happen soon), our at-need services are provided by Titan Concierge. They serve on behalf of, and in coordination with, your designated beneficiary (ies) and/or the executor of the estate, delivering immediate assistance, including:
- Funeral Planning – Expert guidance as an advocate for your family.
- Discounts on Funeral Products – Access to the largest online marketplace for caskets, urns, and other funeral products with free standard shipping.
- Nationwide Coverage – Ensuring support no matter where you are located.
- Logistics & More – From overseas repatriation to coordinating between the funeral home and the cemetery – Titan Concierge is there.
We are totally committed to providing the best possible service to ease the burden on grieving families.
Download Plan Details
Legacy Assist™ is brought to you through partnerships with trusted providers who are dedicated to supporting you and your family — now and in the future.
By providing pre-need planning and at-need discount services through our partners, we are committed to offering policyholders the best services available to ease their burden in time of need. We look forward to serving you now and in the future.
SBLI is a registered trademark of The Savings Bank Mutual Life Insurance Company of Massachusetts, Woburn, MA. NAIC #70435.
Licensed in 49 states and DC (excludes NY). Products and features may not be available in all states. (07/25)
