People are more than a list of assets. Your plan should reflect that.
Estate plans no longer stop at documents and distributions. Planning means preserving meaning, values, and personal context alongside the legal plan, giving families clarity and advisors a deeper, more durable relationship with the people they serve.
People record the stories, values, traditions, and lessons they want carried forward, using simple prompts and plain language.
Legacy content lives with the estate plan, not in scattered notes, emails, or forgotten files.
Legacy is not one-and-done. It evolves as life changes, just like the plan itself.
Deepen client relationships
Create a space for more meaningful conversations. Advisors move beyond transactions and documents by giving clients a place to capture what matters most.
Deeper, more personal planning conversations
Stronger emotional connection and client trust
A lasting reason for clients to stay engaged over time
