Legacy Accelerator System

We created this 6 week Legacy Accelerator System just for you because we know you value securing your assets, building a legacy for the future, and providing protection to your kids. The timing just wasn't right before. We want to help the timing be better now, this time around, but creating a system designed to meet you where you are, with incredible value, at a price point so good - we don't plan to offer it again. 

What's Inside...

'Our 6 Week Proprietary Legacy Creation System'

SCHEDULE

Prep Week: Getting Ready to Create
Weeks 1 & 2: Legacy Basics
Weeks 3 & 4: Plan Magic & Live Calls
Week 5: Plan Walkthru
Week 6: Legacy Wrap Up

Step 1: Complete Financial Clarity


  • Finally have complete financial clarity that will set you free to make sound decisions for your future and the future of the ones you love
  • ​Ensure your income is sufficient for future plans and learn how to secure your income in the event you can't work
  • ​Understand what assets you have so you can make sure they will go to who you want, how you want, without hassle
  • ​Identify and categorize your debt so you can avoid foreclosure or hardship on those you love if you get sick or die​
  • ​​Make future facing plans to achieve your legacy dreams regardless of sickness, death or a long, long life
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Step 2: Legacy creation process

  • Come up to speed on how all of your assets and family dynamics effect the intricacies of your plan
  • ​Be guided through a decision making process for choosing good guardians and financial managers of your assets and estate
  • ​Make firm, confident decisions surrounding the makeup of your plan ​
  • ​Create a plan not only for death but for net worth creation and protection during your lifetime
  • ​Design easy to follow materials for sharing your plan with those who need to understand what the plan says and what they should do
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Step 3: plan completion and integration

  • Group Q&A and one-on-one call with the attorney to get your questions answered and walk through tough scenarios
  • ​Professionally drafted, comprehensive estate plan
  • ​Full scale video plan explanation and review that includes plan execution support
  • ​Step-by-step written instructions for working your assets into your written estate plan
  • ​Next steps for real world application and guidance on what to do with your plan and how to talk to others about it
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