60-Minute Legacy Plan Review & Strategy

This meeting made for Families & Individuals to get a jumpstart on their plans and get strategic next-steps to creating their legacy. We recommend completing our free 20-minute consultation before this meeting to make sure you’re prepared for legacy planning.

In this meeting you will:

• Take a snapshot of where your assets are today.
• Meet with an experienced counselor to review what you have in place.
• Strategize together to identify your values, goals, and visions for your family and favorite causes.
• Solidify clear next-steps for customizing and creating your legacy plan.
• Determine if the Legacy Planning Program is a good fit for your needs.
• Receive resources to help bring clarity to Legacy Planning as whole.

Before or after  you purchase this item, please sign up for a meeting here, via our Calendly link. If you run into any issues, contact us at admin@apexlegacyconsultants.com. If you sign up for a meeting, but do not purchase the 60-Minute Legacy Plan Review & Strategy from our store 24-hours before your scheduled meeting, we will cancel the meeting. Thank you in advanced for respecting the schedules of our team as we seek to honor our work!