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The Family Estate & Legacy Program

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The Family Estate & Legacy Program

The Family Estate & Legacy Program

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About Us

The Family Estate & Legacy Program™ is our trademarked 7-step process personalized just for you

Latest Episodes

Module 7: Maintenance Program

Your estate plan includes one free year in our Maintenance Program, which is a cost effective way to ensure that your documents do not fall out of date with the ever changing legal, tax and financial world. The Maintenance Program also works to keep your plan up to date with your family and financial

-1 s2017 JAN 11
Comments
Module 7: Maintenance Program

Module 6: Funding Process

Unlike other firms who hand you a sheet of instructions how to transfer (or “fund”) your assets into your revocable trust, we do it for you. This is another way that our unique process provides you confidence, comfort and clarity. You’ll rest assured knowing that your legal team includes well-trained professionals who work with

-1 s2017 JAN 11
Comments
Module 6: Funding Process

Module 5: Advisor Coordinator

You may have a trusted attorney, CPA, or financial advisor that you would like involved in this process. We’re happy to do so. Just let us know and we will either invite them to your meetings, or conference call them in if they are not local.

-1 s2017 JAN 11
Comments
Module 5: Advisor Coordinator

Module 4: Document Builder

We will build your documents based upon the Design phase specifications, providing you easy to read and understand flowcharts and summaries. You will have as much time as you need to ask questions and consider revisions to the first draft. It is important to know that we want to answer any and all questions

-1 s2017 JAN 11
Comments
Module 4: Document Builder

Module 3: Design

We will work together to design a will or trust package that meets your needs, given your family and financial situation, and your goals and concerns. There is no such thing as a “one-size-fits-all” estate plan. The Design element will consider the types of assets that you own, how you own them, and the

-1 s2017 JAN 11
Comments
Module 3: Design

Module 2: Goals & Responsibility Conversation

As we begin our initial conference, we will ask you what goals are most important to you and what concerns or obstacles may currently stand in the way of achieving those goals. This will form the basis of your estate planning strategies, and provide us valuable insight into your mindset. We will also review

-1 s2017 JAN 11
Comments
Module 2: Goals & Responsibility Conversation

Module 1: Organizer

It all starts with your Client Organizer that you complete and which gives us a starting point to analyze your current situation. It also provides us the facts that we need to ask you the right questions pertinent to you. The Client Organizer should be completed as thoroughly as possible. The information that you

-1 s2017 JAN 11
Comments
Module 1: Organizer
the END

Latest Episodes

Module 7: Maintenance Program

Your estate plan includes one free year in our Maintenance Program, which is a cost effective way to ensure that your documents do not fall out of date with the ever changing legal, tax and financial world. The Maintenance Program also works to keep your plan up to date with your family and financial

-1 s2017 JAN 11
Comments
Module 7: Maintenance Program

Module 6: Funding Process

Unlike other firms who hand you a sheet of instructions how to transfer (or “fund”) your assets into your revocable trust, we do it for you. This is another way that our unique process provides you confidence, comfort and clarity. You’ll rest assured knowing that your legal team includes well-trained professionals who work with

-1 s2017 JAN 11
Comments
Module 6: Funding Process

Module 5: Advisor Coordinator

You may have a trusted attorney, CPA, or financial advisor that you would like involved in this process. We’re happy to do so. Just let us know and we will either invite them to your meetings, or conference call them in if they are not local.

-1 s2017 JAN 11
Comments
Module 5: Advisor Coordinator

Module 4: Document Builder

We will build your documents based upon the Design phase specifications, providing you easy to read and understand flowcharts and summaries. You will have as much time as you need to ask questions and consider revisions to the first draft. It is important to know that we want to answer any and all questions

-1 s2017 JAN 11
Comments
Module 4: Document Builder

Module 3: Design

We will work together to design a will or trust package that meets your needs, given your family and financial situation, and your goals and concerns. There is no such thing as a “one-size-fits-all” estate plan. The Design element will consider the types of assets that you own, how you own them, and the

-1 s2017 JAN 11
Comments
Module 3: Design

Module 2: Goals & Responsibility Conversation

As we begin our initial conference, we will ask you what goals are most important to you and what concerns or obstacles may currently stand in the way of achieving those goals. This will form the basis of your estate planning strategies, and provide us valuable insight into your mindset. We will also review

-1 s2017 JAN 11
Comments
Module 2: Goals & Responsibility Conversation

Module 1: Organizer

It all starts with your Client Organizer that you complete and which gives us a starting point to analyze your current situation. It also provides us the facts that we need to ask you the right questions pertinent to you. The Client Organizer should be completed as thoroughly as possible. The information that you

-1 s2017 JAN 11
Comments
Module 1: Organizer
the END
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