Our purpose with this part of our site is to familiarize you with what  Legacy Planning Specialists do and how they do it. 

When asked what a Legacy Planning Specialist does, in summary our reply is that we help caring people discover their values and visions including the people and events that instilled them. Then, we distill the essence of their values and visions into a written document so that they attain permanency. Finally, we disseminate the document to the other people and organizations that they care about deeply. The results: Significance.

If significance and permanency of whom you are, where you came from, and where you, along with those you love, want to go, excavate our following six-step experience. Unlike a dry, dusty anthropological dig, you will find here a wellspring of possibilities, probably in ways you never imagined, by digging into you, your family, and those you care about. When finished, what will you find? You will find the connection you want with your significance. Your family’s significance.

Where does your metaphorical dig begin? Click on “Step One".  You are going to love what you discover.