Choose the Perfect Plan for Your Family's Future
We’ve designed a range of legacy planning packages to suit every family’s needs. Choose the one that’s right for you and
take the first step toward a secure future.
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Dynasty (Individual)
Larger estates require consultation prior to pricing
Fireproof Document Briefcase
Free Mirror Image Documents for Spouse
Personal Information Organizer
Funeral & Memorial Instructions
Testamentary Trust Option
Deed(s) to Living Trust
Assignment of Personal Property to Trust
Bill of Sale to Trust
Certification of Trust
Guidelines for Serving as Trustee
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Dynasty (Couple)
Larger estates require consultation prior to pricing
Fireproof Document Briefcase
Free Mirror Image Documents for Spouse
Personal Information Organizer
Funeral & Memorial Instructions
Testamentary Trust Option
Deed(s) to Living Trust
Assignment of Personal Property to Trust
Bill of Sale to Trust
Certification of Trust
Guidelines for Serving as Trustee
Have Questions About Our Packages?
If you have questions about our Legacy Plan packages or need further clarification, schedule a call with one of our dedicated Legacy Advisors. We will provide personalized guidance, walk you through your options, and help you create a plan that ensures your wealth and legacy are preserved for generations to come.