20-Minute Consultation



For Nonprofits – In this meeting you will:

  • Get your Legacy Programming questions answered.
  • Meet with an experienced counselor to review if the legacy program is a good fit for your organization.
  • Strategize together to identify the next steps for your organization’s legacy plans.


For Families & Individuals – In this meeting you will:

  • Fill out a questionnaire of high-level assets and plan specifics.
  • Meet with an experienced counselor to review what you have in place.
  • Strategize together to identify next steps for maximizing gifts to heirs and charity.

To purchase this free item, date simply sign up for a meeting here, via our Calendly link. If you run into any issues, contact us at admin@apexlegacyconsultants.com.

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Legacy planning is for everyone… no matter your net worth or stage of life, there’s tremendous peace of mind that comes from knowing you have a plan in place in case the unthinkable happens! Whether you just need an unbiased review of your existing plan, or want an expert to guide you through the legacy planning process from start to finish, Gift Planning Services has a package to fit your needs.

If you proceed with the Legacy Planning Program after your consultative meeting, can sign up for a 60-minute Legacy Strategy Session. Once you complete that session, you will receive a 10% discount off the individual planning program, valued at $3,500, plus you’ll receive a free Legacy Kit. 

Don’t wait: maximize your legacy potential today!


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