The Legacy Plan Solution©

During this phase of the process, we will complete the design and establishment of your legacy plan. This will include the preparation of all legal documents necessary to create your unique Legacy Plan Solution© in compliance with the laws of the United States and the Commonwealth of Virginia. After legal documents have been prepared, we will schedule a time that is convenient for you to come in and review all of the elements of your plan. At that time, we will provide you with visual aids that will assist in making it easier to understand how the components of your Legacy Plan Solution™ work together to achieve your goals. After the plan documents have been tailored to your satisfaction, the documents can be signed and we will then provide you with your personalized Legacy Plan Solution© binder