We are an educational consulting company focusing on Legacy Planning!
|Legacy Planning involves much more than just the management of your assets.|
It's about the spiritual and historical aspects of your life, and how you want to be remembered
when you no longer are able to share your life with others due to serious illness or death.
After decades of living and working, we leave behind a lifetime of belongings. Documents, accounts, investments and possessions. And those truly precious things: children, dependents, pets and keepsakes. To ensure that everything ends up in the right hands, the time to plan and preserve is now.
We make it easy to keep track of everything. More than estate planning and covering things not contained in a will, we will show you how to comb through every detail of your personal and professional life to ensure that everything is accounted for.
|To educate others on the importance of Legacy Planning by starting the conversations on topics such as moving, downsizing, disability and death.|
We hear the stories every day - from the frustrating to the disappointing to the truly heartbreaking.
These scenarios can all be avoided, but only with careful and comprehensive planning. Our unique product, the Lifetime Legacy Planner, provides a means to organize your personal information so you and/or your loved ones can find documents quickly and easily when the need arises.