Keeping Your Estate Plan Current and Aligned
Our Approach
Through our Legacy Engineering™ process, we provide proactive reviews and updates to keep your estate plan relevant through our Legacy Concierge™ services. Whether it’s retitling assets or funding new assets into your estate plan, adjusting governance structures, or facilitating family conversations, our Legacy Concierge™ ensure your legacy remains secure and adaptable.
The Challenge
Without regular maintenance, estate plans can become outdated, leaving families vulnerable to unnecessary taxes, legal conflicts, and misaligned goals.
- Regular Plan Reviews: Ensure your estate plan stays up-to-date with changing laws and goals.
- Asset Alignment: Confirm all assets are properly titled and aligned with your legacy structures.
- Family Communication: Facilitate conversations to address evolving dynamics and ensure clarity among heirs.
- Proactive Adjustments: Adapt to life changes like new family members, business transitions, or asset acquisitions.
Let’s Keep Your Legacy Aligned
Your legacy is a living plan that should grow with your family. Through our Legacy Engineering™ process, we provide ongoing support to ensure your plan remains relevant, effective, and aligned with your vision.
Start Your Legacy Journey
In 3 Simple Steps
Let’s Keep Your Legacy Aligned
Your legacy is a living plan that should grow with your family. Through our Legacy Engineering™ process, we provide ongoing support to ensure your plan remains relevant, effective, and aligned with your vision.