For those ready to fully secure and elevate their legacy

• Access to 12 modules of legacy training.
• Access to your licensed professionals to answer your questions.
• Legacy Made Simple book, workbook, templates.
• Access to a private community.
• Live Weekly Meetings with Our Team of Professionals: Get personalized advice and support.
• Consultation with an Attorney: Receive expert legal guidance.
• Custom Legacy Plan Outline: A tailored plan that aligns with your vision.
• Legacy Strategy Session with a Financial Planner & CPA: Expert financial planning for your legacy.
• Attorney-Drafted Basic Legacy Documents: Ensure your legal documents are in place.
• Assistance Setting Up Your Family Bank: Create a family bank to manage and grow your wealth.