Description
The Private Unlimited Legacy Planning Session provides a comprehensive, personalized approach to legacy creation, offering guidance from start to completion. Unlike sessions with time constraints, this service continues as long as necessary to ensure the successful realization of the project. A dedicated advisor works closely with the client, providing strategic planning, tailored support, and ongoing direction until the project is fully completed. Honor a meaningful life with a tribute that inspires future generations.
This service includes private consultation sessions where advisors explore the client’s life story, achievements, and the values they wish to preserve. These sessions are tailored to identify meaningful legacy opportunities, from philanthropic initiatives to personal memoirs and beyond. Once the vision is clear, the process transitions into the implementation phase, ensuring every aspect of the project is brought to life.
Comprehensive Blueprint Strategy Map: After completing the planning phase, we seamlessly transition into blueprinting. For a setup fee of $4,999, we develop a comprehensive legacy blueprint that includes detailed project outlines, timelines, and a budget forecast. The overall cost of executing the legacy project will vary based on its scope and complexity, with each element carefully designed to ensure long-term sustainability and meaningful impact.
Implementation: Once you approve your plan, we will proceed with the careful execution of each element. The costs for implementation vary based on the scope and nature of your chosen legacy projects, ensuring transparency and control over your investment. We will help you select the most notable aspects of your contributions.
Let’s Get Started Now: Never underestimate the significance of a life’s work or feel that it lacks the impact worthy of remembrance. Our initial session will identify and highlight meaningful contributions, ensuring they receive the recognition they deserve—whether for yourself or someone you wish to honor.
