Legacy Planning

Planning ahead is one of the best gifts you can give to those you love.

You’ve spent a lifetime building your legacy. We’re here to help you pass it on.

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.

But what about the things you don’t typically think about, but are just as important?

Things like…

  • The romantic story of how you and your partner met that you want your great grandchildren to know
  • Your award-winning recipe for southern pecan pie that your family will be requesting for Thanksgiving for years to come
  • The numerous passwords on your digital accounts that serve as your digital footprint
  • Your specific remembrance wishes, so your family knows exactly how to honor you and your memory and can do so in peace

Didn’t think about those, did you?!

We get it. When you’re focused on the larger tasks, it’s easy for mementos like these to slip through the cracks.

Even when they’re often the ones that mean the most.

Let’s face it…planning your legacy can feel incredibly overwhelming, especially when there are areas you haven’t even thought of!

It would be much easier if there was a process you could follow to make sure nothing is left out.

That’s where we come in.

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:

Complete Legacy
  • 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
  • Ten (10) 1:1 sessions + Personalized Research
Enhanced Legacy
  • Audit of Estate & Important Documents
  • Documents Organized in Physical Folder or Digital Vault
  • Letter of Instructions for Executor/Trustee
  • Digital Estate Organization
  • Remembrance Wishes
  • Six (6) 1:1 sessions + Personalized Research
Essential Legacy
  • Audit of Estate & Important Documents
  • Documents Organized in Physical Folder or Digital Vault
  • Letter of Instructions for Executor/Trustee
  • Digital Estate Organization
  • Four (4) 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. 

Please note our packages range from $2500 – 5500 and can be paid via monthly installments.