What makes us different
Your kids deserve more than a folder of documents.
At your Final Meeting, we sit down with a camera and record you talking about your family's history, your values, and how you built the life you're leaving behind. It becomes part of your plan, alongside the paperwork.
What we ask
Simple questions, on camera, at your own pace.
“How did you meet the people you love?”
“What do you want your kids to know about where they come from?”
“What values do you hope carry on after you're gone?”
“What's the story behind the things you own that actually matter to you?”
Why it matters
A trust tells your family what you owned. A Legacy Interview tells them who you were.
Most estate plans only pass down assets. The Legacy Interview passes down the story behind them, recorded in your own words, at the same table where you sign everything else.
The Legacy Interview happens at your Final Meeting.
It's the last of five meetings.