SERVICES
Every person has a legacy. We have developed tools and services that empower every individual's legacy scenario.
LEGACY PLANS
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All great undertakings benefit from a solid and clear set of written plans. Your life and your legacy are no different. You have laid a strong and sturdy foundation - are you operating from a set of blue prints or are you just swinging the hammer and hoping to yield a masterpiece?
DOCUMENT CREATION
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End of life is a complicated certainty we all must face. There are practical realities which must be addressed by someone. If we do nothing then our loved ones bear the burden of handling our affairs and making our decisions. If we plan, we give the gift of organized records and clarified instructions - priceless piece of mind.
MY LEGACY
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Every single person has a priceless and unique life experience and every life is a legacy. How you choose to plan your future will ultimately determine what your legacy will be when you are no longer here. Do you have a plan?
CHAMPION PLAN​​
Includes:
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Unlimited Consultations
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Customized Last Will & Testament
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Advance Health Care Directives
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Durable Power of Attorney
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Letters of Instruction/Direction
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Social Media Directives
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Personal Legacy Statement
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Annual Estate Plan Review
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Annual Asset Review
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Unlimited Future Asset Transfers
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Annual Personal Legacy Plan Updates
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Discounted Services to Loved Ones
ALL PRO PLAN
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Includes:
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Unlimited Consultations
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Customized Revocable Living Trust
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Custom Pour Over Will
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Advance Health Care Directives
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Durable Power of Attorney
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Letters of Instruction/Direction
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Social Media Directives
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Personal Legacy Statement
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Annual Estate Plan Review
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Annual Asset Review
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Unlimited Future Asset Transfers
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Annual Personal Legacy Plan Updates
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Discounted Services to Loved Ones
HALL OF FAME PLAN
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Includes:
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Unlimited Consultations
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Customized Revocable Living Trust
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Custom Pour Over Will
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Advance Health Care Directives
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Durable Power of Attorney
-
Letters of Instruction/Direction
-
Social Media Directives
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My Legacy Video
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Personal Legacy Statement
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My Story Book
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Annual Estate Plan Review
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Annual Asset Review
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Unlimited Future Asset Transfers
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Annual Personal Legacy Plan Updates
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Discounted Services to Loved Ones