Meet with your Legacy Planning Coordinator to complete the interview: Select your beneficiaries, Trustees, Guardians, and make other decisions necessary to create your customized estate plan documents.
Post-Appointment
Collect Statements or Policies for:
Auto, Home insurance or Umbrella-Declaration Pages
Life Insurance Policies
Long-term care Insurance Policies
Retirement accounts (most recent statements)
Savings (most recent statements)
Annuities (most recent statements)
Send copies of statements or policies to LegacyLock 48hrs before 2nd Appointment
Your Legacy Planning Coordinator will provide a binder with all your printed documents ready to be signed and notarized. You will need a notary and two witnesses to complete this step.
(Please note that once you execute your Trust, any changes to your Trust after you have signed should be made as a RESTATEMENT).
Funding Trust and Asset Protection & Optimization Discovery -
Review all assets listed on Asset & Liability forms (review titled property, beneficiary forms & tangible property, make updates as needed for funding). Review the following:
For additional guidance on funding: Please refer to "Funding KitCode" in your LegacyLock software.
Implement any changes to your assets for better protection and future performance based on your needs and desires. We work with independent advisors and/or licensed insurance agents to optimize your current and future needs.
Upload your documents: We recommend you upload any physically signed or notarized documents to your E-Vault in the software for easy access in an emergency.
Ongoing Support: We are here to help you move forward.
Review your plan annually with your Legacy Planning team!
Make changes to your plan as needed. We recommend you reach out to your Legacy Planning Coordinator for any changes you wish to make to your estate plan documents.