GENERATIONAL WEALTH & ESTATE PLANNING

This section helps clients create long-term strategies for financial protection, legacy planning, asset transfer, and multi-generational wealth development. The emphasis here is clarity, preparation, strategy, and structural organization—not legal drafting

Legacy Foundations

$2,500 – $10,000

For individuals who want to create multi-generational stability, financial security, and long-term structural planning for their family, children, or heirs.

This service focuses on building the early frameworks for legacy creation.

Description

Legacy Foundations helps clients define what legacy means to them — financially, emotionally, and structurally.

Many people want to leave something behind but do not have a clear sense of:

  • How their assets should be distributed

  • What structures protect their heirs

  • What processes ensure continuity

    This service organizes the client’s long-term objectives, values, priorities, and desired outcomes. It creates the roadmap that will later guide legal professionals and financial institutions when formalizing estate structure

Deliverables

  • Legacy intention and goals consultation

  • Mapping key beneficiaries and priorities

  • Identification of major assets for legacy planning

  • Initial legacy strategy outline

  • High-level planning framework for wealth distribution

  • Recommendations for key legal instruments (to discuss with attorney)

  • Family communication considerations

  • “Legacy Roadmap Summary” document

Estate Planning Preparation

$3,000 – $12,000

For individuals preparing to work with estate planning attorneys who need organization, clarity, and documentation prepared ahead of time.

This prevents wasted time, attorney confusion, and expensive legal hours

Description

Estate Planning Preparation organizes your financial, personal, family, and business information into a structured set of documents that estate attorneys need to build wills, trusts, and other legal structures.

This ensures that when you meet your attorney, everything is clear, complete, and ready—saving you thousands in billable time and ensuring accuracy.

We do not perform legal drafting; we prepare the client so attorneys can work efficiently.

Deliverables

  • Intake and thorough information gathering

  • Asset inventory (business, financial, real estate, personal)

  • Beneficiaries, percentages, contingencies

  • Document organization framework

  • Summary of client intentions

  • Outline of estate components (trusts, wills, directives, etc.—not drafting)

  • Preparation of a “Complete Estate Planning Packet”

  • Attorney-ready information binder (physical or digital)

Trusts, Wills & Legal Framework CoordinatioN

$4,000 – $20,000

For clients who need high-level coordination and structural preparation regarding trusts, wills, directives, and asset protection—but are not ready or do not know where to begin with legal professionals.

Description

This service provides strategic coordination and preparation, ensuring the client understands:

  • What instruments might be beneficial

  • How they work at a high level

  • What attorneys typically require

  • What information will be needed

  • What questions to ask attorneys

    It ensures the client enters attorney meetings prepared, informed, and clear—reducing billable hours and increasing accuracy

Deliverables

  • High-level explanation of trusts, wills, directives, and related structures

  • Recommendations on what instruments may be appropriate (to confirm with attorney)

  • Mapping financial and personal information required by attorneys

  • Preparation of all supporting documentation

  • Draft outline of wishes and priorities

  • Summary for attorney review

  • Checklist of questions to ask an estate planning attorney

  • Organizational folder system for long-term management

Business & Asset Protection Strategy

$2,000 – $9,500

For clients who want to ensure their business, personal assets, or family future are protected from unnecessary risk, uncertainty, or mismanagement.

Description

This service identifies the weak points in your current business structure, personal asset protection, long-term financial risks, and future vulnerabilities. We build high-level strategies to reduce exposure, increase protection, and ensure your assets are structured in a way that supports long-term security.

This does not involve legal execution—it involves strategy and preparation.

Deliverables

  • Assessment of current business structure

  • High-level liability risk outline

  • Identificatio n of asset protection opportunities

  • Strategic recommendations for reducing risk

  • Organization asset information for attorney coordination

  • Overview of business continuity planning

  • “Business & Asset Protection Strategy Report”