Generational Wealth Advisory
Legacy Family Planning.
We provide intuitive estate planning software and advisory tools that empower families to protect assets and transfer wealth seamlessly across generations.
Wealth Transfer Alliance
Affordable Estate Planning Software
Video Overview & Software Portal
Protecting What You've Built
Watch the brief video presentation below to discover how our intuitive software safeguards your family's assets and avoids probate.
Comprehensive Asset Protection
Estate Protection Benefits
Establishing peace of mind, privacy, and seamless generational transfer.
01
Revocable Living Trust
Safeguards your assets, maintains total privacy, avoids costly probate court, and ensures smooth property distribution.
02
Living Will & Advanced Medical Directives
Clearly articulates your healthcare wishes, providing medical directives and peace of mind for your loved ones.
03
Last Will & Testament
Establishes clear guardianship instructions for minors and specifies personal property distributions.
04
Certificate of Trust & Powers of Attorney
Provides durable financial powers of attorney and official trust certificates for seamless banking and asset funding.
05
Secure Online Document Vault
Encrypted 24/7 digital access to all your estate planning documents with zero change fees as your life evolves.