NO ONE IS PROTECTING LEGACIES LIKE LSL

OUR

UNIQUE

PROCESS

1. Schedule your complimentary Discovery Call. During this brief meeting, we will talk about your specific planning goals concerning your wealth, family, and legacy, and then we will give you a flat fee quote based on these goals and your situation. You’ll choose which option is best for you!

2. Design and implement your legacy plan. A couple weeks later, we’ll meet again to fully design your entire legacy plan to adequately secure your generational wealth and protect your legacy and family. Then at your Destination Legacy: Signing Celebration, we’ll go over your plan and make sure it is properly signed and notarized! 

3. Leave a true legacy. We’ll meet a final time to review your fully customized legacy plan, and we’ll also make sure you document your WHOLE LEGACY - your life experiences and stories, faith, beliefs, values. The essence of who you are as a person. (Spoiler: this is the super fun part!)