Make an impact now And for Genernations

Legal & Estate Planning

You are making an impact right now, we’ll help you leave a legacy. With effective estate and legal planning, we can help you define, protect, and grow your impact. We’ll work with you to understand the complexities of wealth preservation and develop customized strategies that fit your unique needs.

Working together we’ll:

  • Review existing estate planning documents
  • Build a personalized estate and legal strategy
  • Assist in the engagement of outside legal counsel
  • Create clear steps to maintain and update your estate plan