Legacy Consulting Packages
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
FREE
- 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
$150
- 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!
Abbreviated Legacy Planning Program
$2,000
- You’ll work through our signature program with a legacy consultant, reviewing customized illustrations and creating a plan that fits your family and goals. Once you have a detailed direction, you’ll connect on your own with your attorney and financial advisor to bring it to life.
"Deep Dive" Legacy Planning Program
$3,500
- During our signature 6-month legacy deep dive, we’ll hold your hand from start-to-finish. We’ll help you get organized, assign key estate roles, understand and quantify your assets, visualize your options, and create a thoughtful, strategic plan. Learn more below!
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. Don’t put off legacy planning any longer. Get organized for the sake of your loved ones and causes you love.