WHO'S IT FOR?

The people most attracted to legacy planning are typically people who have a sincere appreciation for life and are motivated to leave a meaningful mark on the world. They have a financial and/or estate plan in place but they’re not sure whether or not the plans are congruent with their core values, interests and intentions. The idea of simply achieving financial objectives and dying efficiently is not enough. 

Legacy planning is also attractive to those who find great joy in the gift of giving and would like to do so in a more purposeful way. Typically people of this mindset are grateful for what they have and wish to give back to the world.

Lastly, we’ve discovered that people who place great value in relationships also find legacy planning very rewarding. They want to preserve their values, memories and final wishes to ensure they leave loved ones with clarity and inspiration.