Helping businesses, ministries, churches, families, and legacy organizations use AI with clarity, purpose, and confidence.
Expanded Attorney-Governed Service
One controlled workspace for state-package requests, client information organization, document inspection, correction tracking, exact-version acceptance, and attorney-authorized release.
Anonymized Engagement Summaries
These company-authored summaries protect client identities and describe prior service themes. They are not verbatim testimonials or guarantees of future results.
A family sought help organizing living-trust preparation information and questions. The engagement emphasized plain-language explanations, careful documentation of client-provided wishes, and preparation for professional review.
An entrepreneur requested administrative support for an LLC formation workflow. The work emphasized organized client information, responsive communication, filing coordination, and a clear record of next steps.
Start Here
Choose the service that best matches what you are preparing to accomplish. Each pathway explains what to expect before you schedule or purchase.
Organize family, property, beneficiary, and planning information for qualified professional review.
Explore Estate ReadinessPrepare business information, formation materials, filing requirements, and organizational records.
Explore Business FormationIdentify practical opportunities to improve workflows, documentation, communication, and training with responsible AI.
Explore AI SolutionsStrengthen ministry operations, leadership development, organizational planning, and long-term mission continuity.
Explore Ministry ServicesNine active state-specific estate-planning pathways: Mississippi, California, Louisiana, Alabama, Florida, Illinois, Texas, Georgia, and Arizona. Complete Single-Person and Married-Couple document packages have been accepted by Legacy AI Consulting for the active program and are prepared for thorough attorney review. Client-specific legal decisions, execution instructions, and document release remain attorney governed. Additional state pathways remain in development.
Not sure where your needs fit? Begin with a conversation about your goals—we will help identify the most appropriate next step.
Schedule a ConsultationSolutions Built for Purpose and Impact
We begin by understanding what you are working to accomplish. Then we design practical solutions that improve how you work, communicate, organize, and serve.
Practical systems that reduce repetitive work, strengthen communication, and help small businesses operate with greater consistency.
Purposeful technology support for ministries seeking to expand outreach, improve administration, and preserve their distinctive voice.
Organized, educational support that helps families gather information, prepare questions, and coordinate with licensed professionals.
A Clear, Practical Process
You do not need to become a technology expert. You need a trusted process, understandable recommendations, and support that respects your goals.
Start a conversationIdentify the readiness or consulting pathway that matches your needs.
Discuss your objectives, current information, scope, cost, and appropriate next steps.
Complete the applicable guided workflow and assemble the information needed for review.
When licensed judgment is required, the work is prepared for qualified legal, tax, financial, or other professional review.
Estate Planning · Business Development · Ongoing Support
Begin with a clearly defined consultation, understand the proposed scope, and choose continued support when your family or business needs it.
A guided business-development process for entrepreneurs ready to move from an idea or sole proprietorship into a more structured, growth-ready business entity.
Estate-planning education, information organization, administrative support, and coordination with licensed professionals. Any legal-document assembly requires a clearly defined engagement and the exact written authorization of qualified state counsel.
Ongoing support that helps established clients keep their trust-related records or business structure organized as family, ownership, and operational needs evolve.
Engagement and professional-services notice: Scope, payment details, cancellation provisions, and other engagement terms are provided privately after consultation and confirmed in a written agreement. For estate matters, Legacy-AI Consulting provides estate-planning education, information organization, administrative support, and coordination with licensed professionals. Any legal-document assembly requires a clearly defined engagement and the exact written authorization of qualified state counsel. We do not provide legal advice, determine legal sufficiency, or perform document customization requiring licensed legal judgment. Government charges and third-party professional fees remain separate unless expressly stated in writing.
Resource & Document Center
Use these educational guides to organize your questions before speaking with licensed legal, tax, and financial professionals.
Understand why incapacity planning, changing family circumstances, beneficiary decisions, and timely professional review matter.
Organize important people, property, obligations, existing documents, goals, and questions before a professional consultation.
Compare sole proprietorships, LLCs, C corporations, and S corporation elections using current SBA and IRS guidance.
Sign in to organize non-sensitive household and planning information, receive jurisdiction screening, save progress, and prepare a factual summary for professional review. No legal document or legal strategy is generated.
Before you continue: Portal access is limited to authorized clients. You may be asked to authenticate through our technology provider. Do not enter Social Security numbers, passwords, complete account numbers, medical records, or other unnecessary sensitive information.
Sign in to organize proposed company, ownership, operations, filing, EIN, licensing, and compliance information. Save progress and prepare a branded packet for Legacy-AI review. No state filing or tax election is made through the intake.
Before you continue: Portal access is limited to authorized clients. You may be asked to authenticate through our technology provider. Do not enter passwords, complete account numbers, tax credentials, or other unnecessary sensitive information.
Sample Service Agreements
These customizable samples outline scope, payment terms, the 50% non-refundable deposit, client responsibilities, cancellation, and signatures. The final signed agreement controls each engagement.
General samples only—not legal advice. Contract and deposit rules vary by jurisdiction. Complete all blanks and adapt the final agreement to the engagement and applicable law before signature.
Business Structure Snapshot
No structure is best for everyone. Ownership, risk, taxes, financing, administration, succession, and state law should all inform the decision.
May fit: testing a low-risk, one-owner activity.
AdvantagesSimple formation, direct control, and fewer entity formalities.
LimitationsNo separate business entity; personal and business assets and liabilities are not separated.
May fit: owners seeking flexibility and a state-law entity.
AdvantagesFlexible ownership and several possible federal tax classifications.
LimitationsState fees and rules vary; formalities, insurance, and professional advice still matter.
May fit: businesses planning for stock ownership or outside investment.
AdvantagesSeparate taxpaying entity and an ownership structure designed around shares.
LimitationsMore governance and administration; entity and shareholder tax consequences require review.
May fit: eligible owners evaluating pass-through federal taxation.
AdvantagesEligible entities may pass certain federal income items through to shareholders.
LimitationsEligibility, election deadlines, payroll, compensation, and shareholder rules can be complex.
Educational resources and document-preparation support do not replace state-specific legal or tax advice. Clients should obtain independent professional review whenever their circumstances, jurisdiction, asset structure, or requested provisions require licensed judgment. Legacy-AI Consulting LLC does not provide legal, tax, financial, investment, or insurance advice.
Experience That Protects and Builds
Legacy AI Consulting was founded by Richard E. Floyd, Jr. to help organizations and families sharpen their focus on two essential priorities: sustainable business development and the protection of family wealth.
Richard’s documented experience includes business-formation and administrative support beginning in 1996, refinery audit, investigation, process-leadership, and scheduling work from 2009 through 2020, and leadership of Legacy-AI Consulting since January 2023. That experience informs a practical, process-focused approach to helping families and business owners organize information for qualified professional review.
His business-development experience includes helping launch numerous LLCs and corporations and supporting entrepreneurs across the United States. Each engagement is organized around the client’s state-specific incorporation or estate-planning requirements. When a matter requires licensed legal, tax, financial, or other professional judgment, clients are encouraged to obtain appropriate review in the applicable state.
Richard also brings decades of leadership in operations, employee training, process improvement, customer service, and technology-supported problem-solving. Every engagement begins with listening, respects the client’s purpose, and is explained in clear, understandable language.
I first understood the importance of estate planning when I lost my grandmother—the woman who raised my brother, my sister, and me. She often told us that the family home would one day pass to us. It was more than a house. We were born and raised there, completed our chores there, and learned to love every part of it—from the loose boards to the pipes that sometimes burst.
When she passed, other family members asserted claims because her wishes had not been fully protected. In the middle of our grief, we chose not to fight and walked away. I made a decision then: that would never be my situation again, nor the situation of the people I love. I learned, prepared, and protected. Today, my mission is to help other families avoid that same experience—because honoring a person’s wishes is one way we honor their life.
Family is my life. As a father of six, I believe preparation is one of the ways we show up for the people we love, even when doing so is difficult. My faith has taught me to keep learning, keep building, and remain committed to service. Helping people access guidance they may not otherwise believe they can afford is part of my purpose and one of the ways I express love.
When clients work with me, I want them to know that I am as invested in their goals and dreams as they are. Their plans matter. Their families matter. Their businesses matter. We do the work together, and we celebrate progress together. I hope my legacy will be a company that made life a little easier during difficult moments, helped people overcome the fear of building their dream business, and gave families a clearer way to put their wishes on paper.
“To honor a person’s wishes is to honor their life.”
Relevant Professional Development
Structured incident investigation, causal-factor analysis, evidence review, corrective-action development, and prevention of recurrence.
Visual cause-and-effect analysis, problem definition, evidence-based causal relationships, and practical solution tracking.
Process-safety and health-and-safety compliance review, audit preparation, findings evaluation, and corrective-action follow-through.
Listed as professional development and training—not as a professional license, legal credential, or guarantee of results.
Anonymized Engagement Summaries
These company-authored summaries describe prior service themes without publishing client names, photographs, company names, locations, service dates, or identifying family details. They are not verbatim testimonials or guarantees of future results. Service dates and attributable testimonials will be published only with specific client authorization.
A family sought help organizing living-trust preparation information and questions. The engagement emphasized plain-language explanations, careful documentation of client-provided wishes, and preparation for the appropriate professional-review steps.
Following a family transition, a client wanted to organize long-term goals involving children, education, and preservation of family resources. The work focused on clarifying objectives, organizing information, and identifying questions requiring licensed professional review.
A sole proprietor needed a clearer administrative path for evaluating formal business formation. The engagement organized formation objectives, filing-readiness information, and questions for legal and tax professionals before implementation.
An entrepreneur requested administrative support for an LLC formation workflow. The work emphasized organized client information, responsive communication, filing coordination, and a clear record of next steps.
Frequently Asked Questions
Review the most common questions about consultations, professional scope, engagement details, and continuing support.
We begin by listening to your goals, concerns, current situation, and desired outcome. The consultation helps identify the appropriate service, information you may need to gather, and whether coordination with a licensed attorney, CPA, tax professional, financial professional, or other specialist is appropriate.
After the preliminary consultation, Legacy AI Consulting provides applicable scope and payment details privately. No work begins until the parties confirm the engagement in writing.
Legacy-AI Consulting provides estate-planning education, information organization, administrative support, and coordination with licensed professionals. Support may include goal clarification, document and asset-information organization, execution and notarization checklists, and trust-funding information organization. Any legal-document assembly requires a clearly defined engagement and the exact written authorization of qualified state counsel.
No. Legacy-AI Consulting LLC is not a law firm, accounting firm, financial advisory firm, or insurance agency. We provide estate-planning education, information organization, administrative support, and coordination with licensed professionals. Any legal-document assembly requires a clearly defined engagement and the exact written authorization of qualified state counsel. Documents are not represented as attorney-reviewed unless a licensed attorney separately reviews them. A notary verifies identity and signatures and performs the required notarial act; notarization alone does not determine a document’s legal sufficiency or fund a trust. Clients remain responsible for proper execution, asset transfers, and obtaining licensed legal, tax, accounting, investment, financial, or insurance advice when needed.
We help entrepreneurs organize formation information, understand administrative steps, prepare business-development workflows, and coordinate the filing process described in the engagement. Government registration charges, registered-agent fees, licenses, permits, and third-party professional fees remain separate unless stated in writing.
Legacy Leadership provides continuing administrative support for qualifying Trust & Estate Planning and Business Incorporation clients. It includes ongoing guidance within the agreed scope and one qualifying administrative addendum each membership year. Legal review, state filings, taxes, and third-party professional work may require separate engagement terms.
General virtual consultation, education, information organization, and administrative support may be available nationwide. Nine active state-specific estate-planning pathways are available in Mississippi, California, Louisiana, Alabama, Florida, Illinois, Texas, Georgia, and Arizona. Complete Single-Person and Married-Couple document packages have been accepted by Legacy AI Consulting for the active program and are prepared for thorough attorney review. Client-specific legal decisions, execution instructions, and document release remain attorney governed. Additional state pathways remain in development. Availability, professional-review requirements, filing procedures, execution formalities, and permitted scope vary by jurisdiction.
Begin with your goals, existing documents, important people or decision-makers, general asset or business categories, ownership information, and questions. Do not email Social Security numbers, complete account numbers, passwords, medical records, or other highly sensitive information unless a secure process is specifically provided.
Your Next Step
Share what you are working to accomplish. We will respond with the most appropriate next step for your business, ministry, family, or organization.
Consultation hours: Monday, Wednesday & Thursday, 9:30 a.m.–4:30 p.m. · Tuesday, 10:00 a.m.–5:00 p.m. Central Time
Closed Friday–Sunday and on federally recognized holidays
Serving clients nationwide through virtual consultation · Typical response within two business days
Ready to take the next step?Schedule a Consultation →