Welcome to the Legacy Circle
Where Families
Protect Tomorrow, Today
Next Steps...
Frequently Asked Questions
I just had a major life event, do I need to update my estate plan or business plan?
What am I expected to do on this members only site?
How Often are Live Chat Sessions? Can I submit questions ahead of time?
Can I invite my spouse or family member to this Community?
Member Benefits
Special Member Pricing
Preferred access to attorney appointments
Electronic storage of your documents on our secured vault
An annual detailed check in with one of our attorneys, where we will also discuss a legacy interview
A free detailed financial review from one of our financial planner partners
Unlimited Access to the Legacy Community (this online portal)
Terms & Definitions
("What am I supposed to be doing here, exactly?")