LegacyWise® serves those who need it most. Whether by providing an affordable estate planning option
or by adding a means for charitable organizations to develop deferred
gifts, LegacyWise® can help.
Our innovative and
technology enables individuals to walk through an automated program
while communicating with professionals.
is offered. No directed guidance is given as to which charity a
person may leave a gift, nor as to which individuals should be named
throughout the documents.
Seminars may be held
for a few or
for a few hundred, and can be promoted by and in association with a
charitable organization, school, or church.
Through this process,
individuals can walk away with fully executed and legally effective
documents that honor their wishes.
people help to
ensure that the decisions regarding their assets and dependents
are made in accordance with their values and aspirations.