THE LEGACY PROGRAM

Secure Your Estate with Legacy Link or Legacy Lock

Estate planning is not separate from financial planning - it is a key part! It can cause as much anxiety as any component of financial planning if you do not have the right support system in place.

With a Legacy Lock thumb drive all your estate administration documents are secure, encrypted and available only to those who need them.

We believe that we must approach estate planning the same way we approach any other part of your financial concerns.

Legacy Lock

Legacy Link Succession Planning

Legacy Link is the core service in the Legacy Program, and an essential part of your estate planning checklist.

Annual Estate Planning Management

With our Legacy Link plan we will audit your dossier annually on the anniversary of its execution, and make sure it is up-to-date and consistent with the current law. If something needs to be changed to conform to current law, we will call you to discuss it. If you need an appointment to discuss new developments in your life, that is included in the annual fee.

With Legacy Link, we want to establish a meaningful and ongoing relationship with our clients. You will have an advocate, an advisor, and a trusted partner. We believe you will see the value in this relationship, and are so confident of this, that we are giving you the first year of Legacy Link membership free of charge with no obligation.

As part of the Legacy Link package, clients will receive an In Case of Emergency (I.C.E.) thumb drive. The I.C.E. Key will contain your estate documents.

You can also add your important health information such as current medications, allergies, and medical conditions. The I.C.E. Key conveniently attaches to your keychain, easily accessible to those who need it.

Legacy Lock Excecutive Succession Planning

With Legacy Lock executive service our goal is to establish ourselves as significant in the lives of our clients all year long.

In addition to the annual check-up to review your estate plan, you have the added bonus of year-long availability for all of your legal questions and concerns.

Your membership provides you with two hours of prepaid legal consultation or work on any matter you may have, whether it is estate planning or a completely different area of law.

You will also receive complimentary storage for your original estate planning documents, so that you, your heirs, and your fiduciaries will know how and where to obtain them.

As a member, you will have peace of mind in knowing that you have an ally for any legal issue that life throws your way – an attorney on call for those times when “life happens”.

THE LEGACY PROGRAM

Secure Your Estate with Legacy Link or Legacy Lock

Legacy Link Succession Planning

Annual Estate Planning Management

Legacy Lock Excecutive Succession Planning

Executive-Level Estate Planning and Administration