Multi-Generational Wealth Counseling requires a relational skill set. It’s simple, yet complex. With these
resources, we hope you feel empowered to lead your clients.
legacy design resources
Tools To Help You Succeed
Estate Services Brochure
Family Trust Brochure
Special Needs Trust Brochure
Life Insurance Trust Brochure
Open Architecture Brochure
Identifying Family Estate Complexities
Estate & Legacy Oversight Workbook
Five Capitals Workbook
