Legacy Protection Program

Programming for Life.

 

What is the Legacy Protection Program? 

After signing your documents, we support your ongoing success. LPP keeps you ahead of your goals, keeps you up to date as your goals change, and helps your family.

 

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Funding Assistance

We will help coordinate the funding of your assets into your trust. 

Annual Reviews

Meet with an attorney annually to review your estate plan keeping it up to date with all the latest changes in your life. 

Family Legacy Meeting

Our attorneys guide a family discussion about your estate plan and wishes. 

No Probate Guarantee

Working together, we will make sure all of your probatable assets are in your trust. If all assets are correctly listed, we guarantee no probate!

Free Digital Document Storage

Digital space to save your documents and other important information. You can allow permanent or temporary access to family members or professionals. 

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