Legacy Family Planning
We provide intuitive estate planning software that empowers families to protect and transfer wealth seamlessly across generations.
Transformational Coaching by PDL Consulting
Families can achieve peace of mind and financial security by utilizing affordable tools to establish a revocable trust and a comprehensive estate plan. This process ensures that assets are safeguarded, individual wishes are respected, and wealth is transferred efficiently, avoiding probate, providing personal privacy, potential court delays, or confusion.
Benefits:
-Revocable Living Trust
-Living Will and Advanced Medical Directives
-Last Will and Testament
-Certificate of Trust
-Durable Power of Attorney
-Comprehensive Asset Funding Kit
-No Change Fees (Update as your life changes)
-Secure Online Document Vault