Legacy Planning

What is your legacy? Our legacy planning services are integrated into our wealth management process, but can stand alone. We help you think about your legacy. This can include:

  • Creating your legacy video, which communicates important life experiences, lessons, insights and emphasizes your values.
  • Reviewing your estate-planning documents or partnering with you to bring your estate-plans in line with your wishes.
  • Developing a relationship with our corporate trustee as appropriate to help you facilitate your legacy plans. Trust services are offered through the Prviate Trust Co. NA, a wholly owned business of LPL Financial and is available in all fifty states.