1. Schedule Your Legacy Roadmap Session or Business Roadmap Session. The Legacy Roadmap Session is for legacy, estate, and business succession planning, and the Business Roadmap Session is for legal business services. Choose whichever you're interested in. During these working meetings, we will talk about your specific situation or business. We'll also send you a detailed, questionnaire to complete before your Session so that our time is well spent. We'll dive deep into your current situation or business, and should you desire to move forward in working with us, we'll begin either designing your legacy plan or the legal business services you would like our assistance with.

 

2. Solidify & Execute. Then we'll either design and solidify your legacy plan or put the legal protections in place for your company, all based on your desires and goals!

 

3. Leave A True Legacy. Finally, we’ll review any work that we've done together and make sure everything is set up in the way that you want so that your business, family, and legacy is secure and the people connected to you will feel the impact of your proactive decisions.