The Smart Legacy Plan Organizer

Benefits of The Smart Legacy Plan Organizer

Will help you to design a will, trust, and an advanced healthcare directive.

Will help you to prepare your heirs through ongoing family meetings, which can help to prepare them to make better choices and decisions with their inheritance when that time comes.

Will help you to implement a generational plan that provides all participants with the information they need, the location of important documents, advisor contacts, etc., to facilitate an easier implementation of your estate plan strategies.

A Better, Smarter, Safer Way to improve and organize your current estate plan or to create a new one.