Legacy Strategy Session

Legacy Strategy Session

Legacy Strategy Session

If you are not ready to hire an attorney but you want to begin to organize your information and documentation, we can explore your needs through this 45-minute Legacy Strategy Session

We help you: 

  • Identify your legacy planning needs based upon your family structure and assets;
  • Identify key questions that you will need to answer to support your circumstances; and
  • Identify specific resources in your community.

This is NOT legal representation. We WILL NOT provide you with any legal advice. Our services in this area DO NOT create an Attorney-Client Relationship.

Click the LINK below to schedule a Consultation Appointment during which we will discuss how a variety of factors affect your legacy planning and organization needs:

  • Family Tree
  • Marital Status
  • Type of Assets
  • Children
  • Real Estate
  • Financial Accounts and Investments
  • Business Interests
  • Digital Assets
  • Intellectual Property

Please bring any information regarding the items listed above to your session.

Areas Covered

Miami, Fort Lauderdale, West Palm Beach, State of Florida

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If you have any requests for a speaker, community event or vendor opportunity, contact us through this form and we'll respond as soon as possible.

Disclaimer: The information provided on this page is for informational purposes only and does not create an Attorney-Client relationship.