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Helping People Maximize Their Legacy Potential

WHO ARE WE?

Apex Legacy Consultants are a collection of passionate leaders who believe that normal people—in partnership with the organizations they love—can make an incredible difference in the world. We take a thoughtful, comprehensive approach to legacy planning, helping people celebrate their values and give generously to the people and causes they care about.

OUR SERVICES

Step-by-step legacy planning for individuals, couples, and families

Succession planning for business owners

Planned giving consulting and training for nonprofit organizations

WHY DO WE CARE ABOUT LEGACY?

%

of Americans don't have a will.

%

of Americans GIVE to charities each year.

%

Only 2-4% give charitably through their estate.

People don’t know what they don’t know, and estate planning can seem complex, awkward, and even a little scary. Yet, the vast majority of people’s assets are non-cash, meaning that without a strategic plan in place, heirs could owe significant tax. 

But at Apex, we believe legacy is about so much more than transferring assets. 

WHAT SETS APEX APART?

1. We help donors give incredible charitable gifts, often without taking funds away from loved ones.

2. We eliminate unnecessary tax and employ incredible legacy planning tools to grow and maximize estate dollars.

3. We uncover strategic opportunities to give during life.

4. We honor the unique goals and needs of individual heirs by strategically timing inheritances to coincide with and support major life milestones.

5. We celebrate the values, faith, and causes that have formed the foundation of our clients’ lives.

READY TO Get StarteD?