We are a growing community of like-minded, legacy-minded, professionals.

We were tired of attending traditional estate planning conferences that discussed the same old thing: death and taxes. We wanted to create an innovative space and environment where the focus could be about life and purpose.

As a member of our community you will experience multiple benefits. First, you will be on the cutting edge of the bourgeoning legacy planning industry and have the opportunity to help shape this new era and develop industry-best practices and standards. In addition, you will be able to attend and participate in our many planned educational and social events. Finally, you will find yourself surrounded by peers with similar interests to network with and generate potential business opportunities.

Any movement is only as strong as its members, and it is our intention to gather the best minds and authorities together to help solve the problems of traditional estate planning and to usher in this new era of legacy planning.