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Schedule Your Free* Infinite Legacy℠ Planning Session

Your free* Infinite Legacy℠ Planning Session is an in-depth exploration of your important relationships, assets, and values. These meaningful discussions will result in concrete action steps you can immediately take to protect your family, your business and your Infinite Legacy℠. This is the first step in our four-step Infinite Legacy℠ Planning Process, which is described in more detail below the appointment form.

Please use this form to request a free* Infinite Legacy℠ Planning Session, and someone from our offices will respond to you within one business day.  You may also call us at 800-667-5291 to schedule your free* Infinite Legacy℠ Planning Session or if you have more questions you would like to ask before scheduling.

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Four-Step Infinite Legacy℠ Planning Process

1. Infinite Legacy℠ Planning Session.

The Infinite Legacy℠ Planning Session is the cornerstone to our planning process.  We learn as much as we can about what is most important to you and provide options for how you can immediately begin to take steps to create an action plan to best protect those people and things.  We use this meeting to help put you at ease that, no matter how simple or complex your situation is, we have an Infinite Legacy℠ Plan to suit you.  Our Infinite Legacy℠ Planning Sessions are valued at over $700, but we offer them to you at no cost to make sure you are comfortable working with us before you commit to anything.

2. Information Gathering.

The second step of our process is to have you gather information about your assets, family, business, and important relationships that we will use in the next step to help you design the best Infinite Legacy℠ Plan for your family, your assets, your values, and your budget.  This step will take some effort on your part, but it is essential to make sure that your Infinite Legacy℠ Plan will work for you and your family.  For many people, this is the first time they see everything important to them listed on one spot.

3. Design Meeting.

Once you have decided to work with us and have gathered information about your family, your assets, your business, and your important relationships, we will spend time together discussing how these all interact with one another and with your goals.  At the end of your design meeting, we will provide you with a comprehensive summary of your Infinite Legacy℠ Plan and will work with you to iron out the details until your Infinite Legacy℠ Plan is customized to meet the needs of you and your family both now and well into the future.

4. Legacy Creation.

The culmination of your Infinite Legacy℠ Plan happens when we meet and have you sign the paperwork, but that is not the end of our work with you.  In fact, it is just the beginning of the real work to ensure your family is educated and empowered to carry out your plan.  We will regularly provide you with legal updates and will also continue to meet with you, your advisors and your family to ensure that your Infinite Legacy℠ Plan continues to be understood, kept up to date and successfully carried out.  Much of our education is provided through our Companion Legal℠ educational system in the form of written guidebooks, videos, live events, newsletters, and other informational materials designed to make it easy for you and your family to carry out your plan.

Urgent Scheduling Option

*Note: We are normally able to schedule a free Infinite Legacy℠ Planning Session within 14-21 days. If you have a more urgent situation that you need to discuss sooner, we will accommodate you as soon as our schedule allows, but we require payment of a $350 urgent consultation fee prior to scheduling. This fee is required because we carry a full schedule and must move other projects outside our normal working schedule to accommodate your urgent consultation.