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.
20 - Minute Legacy Chat
- Not sure where to start? Connect with one of our legacy consultants, ask questions about Apex and what we do, and get a few next steps for things to think about and resources for helping you develop your legacy plan.
60 - Minute Consultation
- Submit high-level information about your estate and goals. Then meet with a legacy consultant who will make sure your plan works for your family’s goals and current tax laws. You’ll walk away with homework, if needed!
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.