LEGACY

You might be here because... Your life is complex in ways that require more than a standard system. Business ownership, blended family, significant assets, digital holdings — the stakes are high, and the details are many. You want someone to go deep, find every gap, and build something that actually matches the full complexity of your life. You are not looking for a starting point. You are looking for the most thorough, comprehensive life administration system available — with an expert who stays with you long after the work is done.

What is included: Everything in the Complete service plus:

  • Unlimited implementation sessions over 60 days

  • Complete estate document review and gap analysis

  • Insurance coverage analysis and recommendations

  • Digital estate planning — social media, crypto, digital assets

  • Complete subscription and financial audit

  • Customized annual maintenance program

  • Quarterly review sessions — first year included

  • Priority phone and email support — first year

  • Annual review and update session — ongoing

Investment

$

6,000

-

$

9,000

|

Investment $ 6,000 - $ 9,000 |