Collaboration is key to designing and implementing a successful legacy plan.

That is why the Legacy Project insists on a commitment to teamwork and a collaborative effort amongst legacy planning professional to serve our shared clients. At the core of legacy planning is a desire to empower clients to live their legacies proactively and with intention—and that takes a village.

No one individual, company or firm has all of the answers. That is why collaboration (i.e, a team approach) is a central belief and one of the four tenets of legacy planning.

The Legacy Project is about innovation and fosters an environment where members feel comfortable presenting new ideas and planning solutions. We encourage our members to work together and form strong, lasting relationships to develop both legacy planning strategies as well as business opportunities.