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!

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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 Legacy Plan Review & Strategy 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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