We create your bulletproof legacy playbook: a trusted-partner declaration, full takeover/transition roadmap, physical or digital legacy handbook, and coordinated handoff with your CPA, attorney, and key advisors—so your life’s work is protected no matter what.
We create your bulletproof legacy playbook: a trusted-partner declaration, full takeover/transition roadmap, physical or digital legacy handbook, and coordinated handoff with your CPA, attorney, and key advisors—so your life’s work is protected no matter what.