Signature Legacy Planning Program
$3,500
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. Don’t put off legacy planning any longer. Get organized for the sake of your loved ones and causes you love.