What Is Your Legacy?

We would be delighted to help you develop a Succession Plan for your practice to allow you to see your legacy into the next generation. If you are interested, please click the button below to schedule a no-obligation zoom call with our Executive Director to learn more.


     Perform an audit of your cases and provide an estimate of your practice value to you.

     Offer tools and space and support to grow your practice.

     Give you and your clients peace of mind about what happens if something happens to you.

     Develop a satisfying retirement plan while helping the next generation of fiduciaries. 

     Obtain continuing education credits with practical, hands-on learning from peers and case analysis. 

Leverage Your Legacy – Professional Fiduciaries

Let us support your succession planning.  If you are a licensed professional fiduciary, we can help you create a LegacyMap for your retirement years or in case of emergency. 

Answer just a few simple questions: