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Legacy Consulting Packages for Families

Have you had “create a will” on your to-do list for a while? Are you a newlywed, new parent or pet owner, new homeowner…or just someone who’s wondering what “legacy planning” is all about? At Apex, we take a comprehensive, personalized approach to legacy planning. We know the industry. We’re fun. And no matter your age, stage of life, estate size, or budget, we can help you take a step toward leaving a meaningful legacy.

 

IMAGINE THE IMPACT YOU COULD HAVE WHEN YOU:

1. Get organized and clear about your legacy intentions.

2. Have a knowledgeable legacy consultant in your corner.

3. Receive a list of practical, personalized ways to create your perfect plan.

Whether you’re starting from scratch or want an expert to guide you start-to-finish, we can help you get organized, assign key estate roles, understand and quantify your assets, visualize your options, and create a thoughtful, strategic plan. We can refer you to an attorney and financial advisor, if you don’t have one, or be fully involved in coordinating with the right professionals to bring your plan to life.

Schedule a consultation with Apex today!

“A lot of people don’t like to think about legacy issues, but Christy’s demeanor and process was extremely helpful and prompted important discussions. She helped us see the most tax-advantaged ways to leave an appropriate amount for our heirs—but also for ministries we care about—and effectively double our money.”

“The worksheets! The charts! The visual presentations were significantly better than numerical presentations. Sizes, proportions, and directions were represented. Suddenly I could “see the big picture.”

“[Apex] provides a unique personalized service that is insightful, eye-opening, confidential, with patience to work with us through this important estate planning process.”

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