At Apex Legacy Consultants, we take a comprehensive, highly relational approach to thinking through how someone wants to be remembered. We “sit in the middle” with families as they consider their values and how they want to live their lives, and then help them choose the very best ways to make sure their legacy plan celebrates those things. We help people care for their children and heirs while also eliminating significant tax and impacting charities they love. It’s incredibly meaningful work!
We often serve nonprofit organizations, walking alongside their donors. But sometimes we get asked about serving a family independently. We LOVE doing that! And we’ve recently added a few consulting options that fit families who just need a quick plan review or want to find out if we’re a good fit. If you—or a friend or family member—have “create a will” on your to-do list, we hope you’ll join us for one of these options:
20-MINUTE LEGACY CONSULTATION
You’ll connect with one of our legacy consultants, ask questions about our company and what we do, and get a few next steps for things to think about and resources that might help you develop your legacy plan.
This is a great option for:
- someone who wants to ask quick questions about an existing plan
- a new parent, homeowner, widow/er, etc., who wants their plan to reflect life changes
- someone who’s just curious about what we do and why we do it
60-MINUTE LEGACY CONSULTATION
Before this meeting, we’ll ask you to gather some high-level information about your family, your assets, your goals, and an overview of any estate planning you’ve already done. Then you’ll spend an hour with a legacy consultant who will make sure your plan works for your family’s goals and current tax laws, plus give you some ideas of changes to make or new angles to consider. You’ll walk away with homework, if needed!
This is a great option for:
- Someone who has an existing plan but wants to update it to reflect family changes, changes in assets or business ownership, etc.
- Someone who wants to review a plan in light of tax law changes
- Someone who’s just starting to think about legacy planning and wants some general next steps to think about before starting a full program
- Someone who knows they need a will/plan, but wants to make sure this is a good fit
SIGNATURE LEGACY PLANNING PROGRAM
$3,500 (10% discount after consultation)
This comprehensive legacy planning experience will happen through monthly meetings with a legacy consultant, and typically takes 4-6 months. We’ll help you organize your important documents, assign estate roles like guardians and powers of attorney, and help you understand and quantify your assets so that you can choose the most tax-efficient and strategic plan for caring for your loved ones and, if you’d like, also making an impact on charities you support. We’ll also help you think through the “softer” side of your plan: the loved ones you may want to write letters to, or stories or heirlooms you want to document. At the end of the program, we’ll connect with your existing financial advisor(s) and/or attorney(s) to help bring your plan to life from a legal standpoint.
No matter what stage of your life you find yourself in, whether you’ve done a lot of thinking about your legacy or this is all new to you, we hope to become a trusted partner in the journey. We’re committed to staying abreast of changes to tax laws and the estate planning industry, and we’ll keep you in the loop. Be sure to subscribe to our blog updates and follow Apex on social media for helpful tips and tricks that anyone can put into use.
We’re grateful for you!
By: Monique Kleinhuizen, Co-Founder and Chief Marketing Officer
About the Author: Monique has a background in ministry and higher education, bringing years of experience to the Apex Legacy Consultants team. She has degrees in journalism, Spanish, English literature/writing, and strategic leadership. She loves hearing people’s stories and figuring out ways to use creative storytelling to capture personalities, illustrate complex ideas, and inspire action.