Legacy Navigation Resource Network
Become a Founding Legacy Partner
Help build a trusted resource network for Southern Oregon families, and establish your business as a visible resource for aging, care, housing, retirement and legacy planning.
Now selecting partners for our inaugural Winter 2027 Legacy Guide and year-round network.
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
Four Quarterly Editions. Easy to Access and Share.
Launching in Winter 2027, The Legacy Guide is a digital-first publication helping Southern Oregon families find useful resources and know who to call.
Every partner receives a highly readable full-page Resource Profile designed with older adults in mind.
Confirmed launch plans
- Four digital editions annually: Winter, Spring, Summer and Fall
- Each edition shared by email with eligible past seminar attendee contacts
- Access through the Legacy Navigation website
- A guide link and QR code provided in upcoming seminar packets
- A shareable guide link supplied to participating partners
- A limited supply of printed copies available at select Legacy Navigation events
- Additional physical copies by request, subject to availability; pickup arrangements and any mailing costs confirmed when requested
Future expansion
Additional community distribution relationships are being developed, and confirmed locations will be added as they are established.
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
Both partnerships are annual because consistency matters. Families should see trusted names repeatedly throughout the year.
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.
Category Exclusivity
One Founding Partner Per Approved Category
Founding Legacy Partnerships are exclusive category positions. We select one approved Founding Partner in each eligible business category across our Southern Oregon network. Once that position is filled, it is unavailable to another Founding Partner for the duration of the active annual agreement.
Exclusivity applies to the Founding designation and premier marketing position. Other qualified businesses may participate as Resource Partners in the same category. Families retain their choice of providers, and referrals are always based on individual needs.
Explore Founding Partner Categories
We are considering exclusive Founding positions in the categories below. Category eligibility and availability are confirmed during the application review.
Home & Transitions
- Senior real estate specialist
- Downsizing and professional organizing
- Moving services
- Estate sales
- Estate cleanout and junk removal
- Aging-in-place remodeling
- Home cleaning
- Landscaping
- Home safety and security
Life & Independence
- Transportation services
- Technology assistance
- Personal concierge services
- Meal preparation and delivery
- Mobile notary services
- Pet care services
Lifestyle & Legacy
- Travel advisor
- Legacy storytelling and preservation
- Celebration-of-life planning
- Death doula services
- Grief support services
Categories not listed are reviewed individually.
Resource Partner Categories
Some Categories Welcome Multiple Resource Partners
For senior living and residential care, families need options that reflect their location, care needs, preferences and budget. These categories participate through our Resource Partner membership and are not offered as exclusive Founding positions.
- Independent living communities
- Assisted living communities
- Memory care communities
- Adult foster homes
- Nursing and skilled nursing facilities
- Other residential senior living and care settings
These businesses remain eligible for the full Resource Partner package, including guide profiles, website inclusion, planned app inclusion and participation in the referral phone line.
Partnership Options
Two annual partnerships. 12-month commitment.
Primary Option · One Per Approved Category
Founding Legacy Partner
$2,497
per year · 12-month commitment
Pay $2,497 annually and save $203, or choose four quarterly installments of $675 ($2,700 total).
An exclusive category position with premier positioning, consistent promotion and opportunities to build deeper connections within the Legacy Navigation network.
- A professionally developed full-page Resource Profile in all four quarterly digital editions of The Legacy Guide
- Inclusion in corresponding printed editions whenever produced
- An enhanced website profile with services, contact information and direct links
- Listing in the planned Legacy Navigation digital resource app when it launches
- Participation in the Legacy Navigation referral phone line, connecting callers with appropriate participating network businesses
- The option to provide a special reader offer or benefit
- Founding Legacy Partner designation
- Premier positioning within the appropriate guide and website category
- Four dedicated social spotlight posts per quarter (16 annually)
- One feature article per quarter in the Legacy Navigation newsletter (four annually)
- Possible opportunities to participate in client appreciation events and other relevant in-person or educational events when organized
- One Founding Partner per approved category: exclusive Founding designation and premier marketing position for the active annual agreement
Each social spotlight is one piece of content distributed through designated Legacy Navigation social channels, rather than a separate custom post for every platform.
Founding status requires both approval and an available eligible category. Your category position is confirmed only after review, approval and completion of the partnership agreement.
Apply for a Founding PartnershipSecond Option
Legacy Resource Partner
$1,497
per year · 12-month commitment
Pay $1,497 annually and save $99, or choose four quarterly installments of $399 ($1,596 total).
Open to multiple qualified businesses in each category, including senior living and residential care. A consistent, year-round presence that helps families discover your business and understand how to get started.
- A professionally developed full-page Resource Profile in all four quarterly digital editions of The Legacy Guide
- Inclusion in corresponding printed editions whenever produced
- An enhanced website profile with services, contact information and direct links
- Listing in the planned Legacy Navigation digital resource app when it launches
- Participation in the Legacy Navigation referral phone line, connecting callers with appropriate participating network businesses
- The option to provide a special reader offer or benefit
Compare partnership options
| Benefit | Founding Legacy Partner $2,497/year | Legacy Resource Partner $1,497/year |
|---|---|---|
| Full-page Resource Profile, digital Legacy Guide | All 4 quarterly editions | All 4 quarterly editions |
| Inclusion in printed editions whenever produced | Included | Included |
| Enhanced website profile with services, contact info and direct links | Included | Included |
| Listing in the planned digital resource app | Included at launch | Included at launch |
| Referral phone line participation | Included | Included |
| Optional special reader offer or benefit | Included | Included |
| Founding Legacy Partner designation | Included | — |
| Premier positioning in guide and website category | Included | — |
| Dedicated social spotlight posts | 4 per quarter (16 annually) | — |
| Newsletter feature articles | 1 per quarter (4 annually) | — |
| Possible client appreciation, in-person and educational event participation | Founding Partners only, when organized | — |
| Exclusive category position (Founding designation and premier marketing) | One per approved category | — (multiple Resource Partners welcome per category) |
Both options are 12-month agreements. Quarterly payments are installments toward the annual total, not quarter-to-quarter memberships.
Event participation is a Founding Partner benefit only and depends on suitability, availability and scheduling; it is not guaranteed.
Planned
Digital Resource App
The planned Legacy Navigation digital resource app will help people browse participating businesses by service category and find contact information. A launch date has not yet been set.
Personal Connection
Referral Phone Line
A personal point of contact helping families connect with appropriate professionals and services in the participating network. It does not provide exclusive referrals, guaranteed leads or access to private client information, and Legacy Navigation may recommend another provider when that best serves a family's needs.
- Acceptance is subject to review; payment does not automatically confer approval.
- Paid partnership does not guarantee referrals, clients, placements, revenue or results.
- Founding exclusivity applies to the Founding designation and premier marketing position only. Other qualified businesses may participate as Resource Partners in the same category; it does not limit consumer choice or create exclusive referral rights.
- Any separately compensated referral arrangements remain distinct from the annual marketing partnership.
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. Founding category positions are confirmed only after approval and a completed partnership agreement.
- 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.