LEGACY PLANNING
Planning ahead is one of the best gifts you can give to those you love
With so much to consider in legacy planning, it’s easy to overlook what’s truly important to your family. There are so many pieces to think about when you’re working on the legacy you want to leave to those you love, like making sure your finances are in order, making sure you have all necessary documents, protecting your assets, etc.
You’ve spent a lifetime building your legacy. We’re here to help you pass it on.
When it comes to leaving behind a legacy, you need a plan.
That’s why we designed our signature Legacy Building Formula™. It provides the framework you need to design a personalized and comprehensive plan that fits your specific needs.
The Legacy Building Formula™ serves to protect your family by giving them the vital information they need, while preserving your story and passing down things that might otherwise be forgotten.
Our Legacy Building Formula™ gives you guidance to:
- Audit and analyze your current estate documentation so an organized system can be designed for you
- Complete estate planning details like creating a tangible personal property inventory, wishes for memorial services, and digital estate organization
- Holistically plan to capture your preferences in aging care, important life events, personal values, family traditions and stories, as well as genealogy and heritage, including those recipes your loved ones will treasure for years to come
- Build a team of trusted representatives (i.e. estate attorneys, financial advisors, CPA’s, appraisers and more) to help make sure everything is in place
- Create your personalized estate documentation notebook and online archive so your family can easily access your information, when needed
- Ensure all documents (i.e. deeds, titles, birth certificates, Social Security cards) and information are available and organized so your family doesn’t have to wonder what is where when the time comes
Here’s what’s included in each of our comprehensive Legacy Planning Packages:
- Audit of Estate & Important Documents
- Documents Organized in Physical Folder or Digital Vault
- Letter of Instructions for Executor/Trustee
- Digital Estate Organization
- Remembrance Wishes
- Memory Preservation
- Aging in Place Preferences
- Personal Property Allocation
- Eleven (11) 1:1 sessions + Personalized Research
- Audit of Estate & Important Documents
- Documents Organized in Physical Folder or Digital Vault
- Letter of Instructions for Executor/Trustee
- Digital Estate Organization
- Remembrance Wishes
- Seven (7) 1:1 sessions + Personalized Research
- Audit of Estate & Important Documents
- Documents Organized in Physical Folder or Digital Vault
- Letter of Instructions for Executor/Trustee
- Digital Estate Organization
- Five (5) 1:1 sessions + Personalized Research
How to get started:
We understand that legacy planning comes with highly specific needs. What works for one family may not work for another. To make sure we’re giving you exactly what you need, our packages are customized to your exact specifications. We start with a free consultation call, so we can learn what you need and make recommendations from there.