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"Will my spouse be financially stable after I am gone?"
"How do I ensure that my children and grandchildren inherit the way I want them to?"
"How can we reduce the taxes associated with passing one generations wealth to the next generation?"
"How do we know we have all the legal agreements in good order?"
Estate Planning can feel complicated and emotionally overwhelming. But taking care of it now is one of the most loving things you can do for your children, grandchildren, and other heirs. A proper plan can help reduce estate taxes and probate costs while preventing disputes and unnecessary stress.
Let Legacy Complete be your mentor through the process. We’ll answer any questions, talk you through step by step and help you understand what matters most for a successful outcome and complete peace of mind. Because bottom line: Estate planning isn’t about money. It’s about love, protection, and making sure your family is cared for in the best way possible.
76% of families do not have their legacy complete.
76% of families do not have their legacy complete.
Our coordinating process assures that your team of professionals work as one to complete your legacy and estate plan, with a simple five-step process.
Examine and analyze
Examine and analyze
Complete our simple Legacy Complete questionnaire to see where you stand. You’ll immediately receive a First Look Blueprint identifying any gaps in your planning or documents you may need to complete, as well as items in good standing. One of our paralegals will reach out to you to schedule a meeting to review your Blueprint and answer any questions.
Discuss decisions
Discuss decisions
Discuss your Legacy Complete Blueprints and decisions that are important to you with your family.
review solutions
review solutions
Discuss the solutions you need to achieve your goals with the Legacy Complete team. We’ll create a Blueprint Outline of necessary steps and documents for you to follow with your team, family attorney and/or accountant.
take action
take action
Follow the steps in your Blueprint Outline until your Legacy is Complete. We’re available to help every step of the way!
update annually
update annually
Life circumstances change – grandchildren are born, businesses are sold. Review your Legacy Complete documentation annually and update as needed.
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