The crux of our Legacy Planning Process is your preparation of a Legacy Plan Inventory and Assessment (LPlA). This questionnaire takes you step by step from an examination of your personal values to a detailed inventory of your assets through consideration of people that you hope to benefit from your legacy and those in whom you place the administration of your legacy.
This is not difficult for most of us. We know what we have and who we want to leave it to and who we want to be responsible for administrative matters. The real problem is that in many cases, we are the only ones that know.
Even if you decide not to engage us in the drafting of your Legacy Plan, going through the homework we send will prepare the way for your heirs to make informed management of your estate.
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