Our mission is to make Legacy Planning accessible to the masses through attainable pricing, educational outreach, and a streamlined process.

​

AN ACCESSIBLE APPROACH​

​

• ATTAINABLE PRICING: We offer packages to meet your Legacy Planning needs at a fraction of the normal cost. Our comprehensive Legacy Plan packages start at $400, and we offer pay-later installment plans for clients' convenience.
   

• EDUCATIONAL OUTREACH: We also work to demystify the seemingly complicated topic of Legacy Planning. Much of our time and resources are dedicated to educating clients and the community at large about Legacy Planning and its importance.

​

• STREAMLINED PROCESS: The entire process of working with us is straightforward and transparent, making it easy for clients to meet their Legacy Planning needs with minimal effort and time. We only require an hour of the client's time to create their custom Legacy Plan.

​