Establish Your Legacy Now

Discover estate planning services designed to protect your most precious belongings—-family and loved ones. Each plan provides the support and knowledge you need to preserve your legacy and values.

 
 
 

Most people have no idea what to do if the unexpected occurs.

They assume that everything will work out but have no actual idea or plan in place, and they usually overlook some of the most common life occurrences.

Our clients lead their families with love, so they don’t leave the future up to chance. They allow us to help them put things in place so that their loved ones and the people they impact daily have peace of mind when the unexpected happens. This process is what we call the Iconic Legacy Experience™.

We help people plan for themselves and their loved ones so that they can:

  • Live full lives without worrying about the what-ifs of life

  • Protect their legacies so that their loved ones are not left with the burden of navigating the complex legal world WHILE grieving

  • Avoid leaving their end-of-life decisions and care to the state

  • Preserve how they want to be honored and remembered.

 
 

Give your family the gift of peace.

Design your Iconic Legacy.

As part of our Legacy Leadership systems, we design customized plans that include critical legal tools like:

  • Documents that describe what you want to have to happen to your money and property when you pass away


  • Legal tools that save you time and money by keeping you out of court and helping things run smoothly in your homes and businesses if you can no longer make decisions for yourself Description text goes here

  • Official legal arguments and documents to make sure that your children are taken care of and with people, you trust if you are unable to for any reason

  • Instructions to doctors to make sure your wishes are known and followed

  • Important legal permissions that help empower the people you choose to help you manage your money, property, or health care decisions if you can’t



 
 

Protect Your Wealth & Take Control of Your Legacy

Without a specific, customized plan for what happens to you if you are sick or pass away, everything is up in the air…

  • Your young children can end up living with someone you wouldn’t originally choose

  • Your business could fall apart

  • Your spouse could remarry and disinherit your kids

  • Your family could start fighting over decisions about what they THINK you would want

  • Your money and property could end up giving out to family members you are not close with

The list could go on and on. Your impact could be eroded. But that does not have to be the case. You can make decisions today that make things easier for you and your loved ones tomorrow.

 
 

Let’s Get to Work. Here’s the Plan.

Our Iconic Legacy Leadership System™ is designed to help people like you take care of your families with as much support as possible. We use our signature CLARIFY-VERIFY-FORTIFY Framework™ to walk you through a thoughtful and impactful process of designing a legacy of love and leadership.

  • We start our Iconic Legacy Leadership System with work to uncover and define your legacy goals for your loved ones, money, property, and impact so that you can design a customized legal plan.

  • We take your Iconic Legacy Leadership Design and craft a comprehensive legacy package that details how to care for the people and things most important to you. To make sure it matches your vision, we review and approve to ensure that our legal tools align with your goals.

  • We’ll give your plans legal muscle as we walk you through completing the necessary paperwork and connecting with the right people to put your plan in motion. We then work with you to make sure you have your tools readily available for your use.