Legacy Navigation Resource Network
Become a Legacy Resource Partner
Be one of the trusted businesses and professionals we put in front of Southern Oregon families.
Legacy Navigation connects older adults, individuals and families with trusted professionals and resources as they navigate estate planning, retirement, healthcare, aging, caregiving, senior living, housing, home transitions, end-of-life planning and the many decisions that come with life's next chapters.
We're building a carefully curated network of businesses and professionals we can confidently introduce to the families we serve.
More Than a Directory
Not another directory. A trusted resource network.
People don't need another giant list of businesses. They need to know who to call.
Legacy Navigation helps individuals and families find trusted professionals when real needs arise — from estate planning and retirement to caring for a parent, modifying a home, considering senior living, downsizing, travel, healthcare and legacy planning.
Our Resource Partners become part of that larger ecosystem.
01
Be Seen
Reach individuals and families already engaging with Legacy Navigation.
02
Be Remembered
Maintain a consistent presence throughout the year rather than appearing once and disappearing.
03
Be Connected
Become part of a relationship-driven network of complementary professionals and resources.
04
Be a Resource
Help families navigate important decisions with greater confidence.
Our Audience
We're already having the conversations.
$200M+
Reported assets represented by our event attendees and registrants since June 2026.*
100–200+
Qualified individuals and families projected to engage with our seminars and events monthly.
1–2
Highly promoted educational events planned each month.
$2,500+
Typical Facebook advertising investment supporting each major seminar.
Our audience isn't simply a demographic. These are individuals and families actively thinking about their estates, retirement, Medicare, finances, homes, aging parents, caregiving, healthcare, senior living and what comes next.
*Figures are based on information reported by registrants and current/historical event performance. Projected reach is an estimate and does not guarantee future attendance, referrals, revenue or results.
The Legacy Guide
Your business. A full page. All year.
Beginning Winter 2027, Legacy Navigation is introducing a different kind of senior and family resource guide.
Instead of tiny ads and crowded listings, each participating commercial Resource Partner receives a highly readable full page designed specifically with older adults in mind.
- Business name and logo
- Large, easy-to-read description
- Services offered
- Prominent phone number
- Website and email
- Simple QR code
- Location or service area
- Optional reader offer or benefit
- Clear instructions for getting started
Winter
January – March
Spring
April – June
Summer
July – September
Fall
October – December
Legacy Resource Profile
Rogue Valley Home
Aging-in-place remodeling
A safer, more comfortable home for every next chapter.
Thoughtful home modifications, accessibility improvements and trusted local craftsmanship throughout Southern Oregon.
Call to get started
541-555-0147
roguevalleyhome.example
Large type · strong contrast · clear next step
Resource Partnerships are annual because consistency matters. Families should see trusted names repeatedly throughout the year — not encounter a business once in a random advertisement.
Who We're Looking For
Dozens of needs. One trusted network.
We're curating commercial Resource Partner positions across the many areas individuals and families may need as they navigate their next chapter.
Money + Legacy
- Estate planning
- Elder law
- Financial and retirement planning
- Medicare
- Insurance
- Tax planning
- Medicaid planning
- Fiduciary and trustee services
Senior Living + Care
- Independent living
- Assisted living
- Memory care
- Adult foster homes
- In-home caregiving
- Home health
- Hospice
- Adult day services
- Care management
Health + Wellness
- Healthcare
- Physical therapy
- Hearing
- Vision
- Dental
- Mobility equipment
- Acupuncture
- Massage and wellness
- Mental health and grief support
Home + Aging in Place
- Aging-in-place remodeling
- Contractors
- Handymen
- Plumbing
- HVAC
- Electrical
- Roofing
- Landscaping
- House cleaning
- Home safety and security
Real Estate + Transitions
- Real estate
- Senior real estate specialists
- Downsizing
- Professional organizing
- Moving
- Estate sales
- Junk removal
- Storage
Life + Independence
- Transportation
- Technology assistance
- Personal concierge
- Meal services
- Nutrition
- Pet care
- Mobile services
- Notaries
Travel + Lifestyle
- Travel advisors
- Cruises and tours
- Recreation
- Fitness
- Arts and culture
- Local experiences
End of Life + Afterlife
- Funeral planning
- Cremation
- Cemeteries and memorials
- Death doulas
- Celebration of life
- Grief resources
- Estate cleanout
- Legacy preservation
Community Resources
A separate, complimentary pathway
Qualifying nonprofit organizations, government agencies, veterans resources, support organizations and other genuine community resources may be included separately at no cost. Community Resource inclusion is not a paid commercial Resource Partnership.
The Resource Partnership
One simple annual partnership.
A year-round place in the Legacy Navigation ecosystem
- Full-page Resource Profile in all four quarterly editions of The Legacy Guide
- Digital Legacy Guide inclusion
- Enhanced Resource Partner profile on the Legacy Navigation website
- Business contact information and direct links
- Resource Partner recognition
- Visibility within the Legacy Navigation ecosystem
- Eligibility for appropriate warm introductions
- Invitations to relevant networking and community opportunities
- Opportunities for educational or event participation when appropriate
- Referral tracking where applicable
- Ability to provide an exclusive Legacy Guide reader offer or benefit
- Annual onboarding and profile development
Partnership does not guarantee referrals, clients, revenue or outcomes. Legacy Navigation always maintains discretion to recommend the professional or resource that best fits an individual's circumstances.
Limited Availability
Founding Legacy Partner
$2,497
per year
For select businesses that want to establish a deeper relationship with Legacy Navigation and become a highly visible resource within an approved category.
Ask About Founding Partner Availability- Everything included as a Legacy Resource Partner
- Founding Legacy Partner designation
- Premier positioning within the appropriate Legacy Guide category
- Premier website category positioning
- Enhanced storytelling and visibility opportunities
- Additional social and email visibility
- Priority consideration for appropriate educational events and panels
- Co-marketing opportunities where appropriate
- Annual partnership strategy conversation
- Category marketing exclusivity where specifically approved and legally and ethically appropriate
Category exclusivity refers only to premium marketing positioning within an approved category. It never implies exclusive referrals, never limits consumer choice and never prevents Legacy Navigation from recommending another provider when doing so is in the family's best interest. Exclusivity is not offered where regulations, professional ethics or consumer choice make it inappropriate.
Why a Year?
Trust isn't built from one impression.
Our goal is for families to repeatedly encounter the same high-quality resources throughout the year — through events, conversations, The Legacy Guide, our website, community relationships and appropriate introductions.
That's why our commercial Resource Partnerships are based on a 12-month relationship rather than one-time advertising.
How It Works
Becoming a Resource Partner
- 01
Apply
Tell us about your business, services and the people you serve.
- 02
Review
We review your reputation, services, licensing where applicable, responsiveness and alignment with our standards.
- 03
Approval
If there is an appropriate position available, we'll personally connect with you.
- 04
Onboarding
We'll collect everything needed to create your online and Legacy Guide Resource Profiles.
- 05
Become Part of the Network
Your organization joins the Legacy Navigation ecosystem for your 12-month partnership.
Our Standard
Our reputation travels with every introduction we make.
Legacy Navigation isn't trying to create the largest directory. We're trying to create one of the most useful.
- Reputation
- Integrity
- Responsiveness
- Quality of service
- Appropriate professional licensing where required
- Community involvement
- Experience serving older adults and families
- Alignment with Legacy Navigation's values
Acceptance is earned, not purchased.
Paying a partnership fee does not automatically result in acceptance. Every commercial Resource Partner is subject to review, and continued participation depends on maintaining our standards.
Questions
Resource Partner FAQ
Founding Network Now Forming
Could your business be part of the network?
We're now selecting the first group of businesses and professionals for the Legacy Navigation Resource Network and inaugural Winter 2027 Legacy Guide.
If you serve older adults, families or people navigating life's important transitions, we'd love to learn more about you.
Legacy Navigation connects individuals and families with community resources and professional service providers based on individual circumstances, preferences, available information and appropriate consent.
Paid partnership participation does not guarantee referrals, leads, placements, clients, revenue or outcomes and does not require Legacy Navigation to recommend a particular provider.
Some referral relationships, including certain licensed long-term-care settings, may involve compensation where permitted by law and subject to applicable disclosures and written agreements. Families are not charged a referral fee by Legacy Navigation for those introductions.
Professional, healthcare, financial, insurance, Medicare, senior-living and other regulated services remain subject to applicable licensing, disclosure, ethical and regulatory requirements. Legacy Navigation reserves the right to approve, decline, suspend or discontinue a relationship.