Join The 30-Day Legacy Challenge and
Go From Legacy Vision
To Signing Your Legacy Documents
Before The Year Ends!
Challenge kicks off Saturday, November 16th!!!
The 30-Day Legacy Challenge
should you choose to accept it, will provide everything you need to craft a legacy plan that reflects your values, goals, and vision. This program is designed to guide you step-by-step through the Legacy Made Simple process, ensuring that you’re on track to create a lasting and meaningful legacy for your family and future generations.
Enroll in the Legacy Made Simple Program: Define Your Legacy Vision
You’ll begin by clarifying your vision for the future, considering the impact you want to make and the people you want to protect.
Identify Key Assets and choose your legacy team with guidance from the Legacy Made Simple Program
We’ll guide you through a simple process to identify your assets, from financial resources to business holdings and personal treasures, that will form the foundation of your legacy. Who will help you carry out this vision? This challenge will help you consider family members, trusted friends, or professional advisors who should play a role.
Submit your Completed Workbook & Schedule a Call With Us.
We will discuss your responses, decide if you want a will-based plan or a trust-based plan, and determine your legacy plan drafting fees, for which, we can also discuss a payment plan.
Receive Your Legacy Blueprint
Once we’ve worked together on these foundational steps, you’ll receive a visual representation of your legacy plan, so you can clearly see how it all comes together.
Drafting & Executing Legacy Documents
Finally, we’ll draft and execute the official legacy documents to make your plan a reality.
We’re here every step of the way to ensure that you feel confident, supported, and empowered on this journey. Your legacy matters—and it’s never too early or too late to start building it.
But you have to take the first step today!
Saturday, November 16th, Kick-off!!
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Here Are Your Next 30 Days:
Secure your Family’s Future
Are you ready to secure your legacy and empower your family’s future? This is the moment you’ve been waiting for. Don’t miss out on the opportunity to transform your legacy planning with the guidance of top professionals and the support of your loved ones
