How We Help
Legacy Leadership is ongoing support for active Trust and Incorporation clients. The membership provides predictable access to guidance, record reviews, reminders, and coordination so important planning work does not become outdated or forgotten.
What This Service Includes
- Priority monthly client guidance
- Annual trust or business records review
- One document addendum each membership year
- Change and compliance reminder tracking
- Coordination with licensed professionals when required
What to Expect
- Confirm eligibility as an active Trust or Incorporation client.
- Enroll in the monthly membership.
- Maintain organized records and notify us of relevant changes.
- Complete the annual review and included addendum when needed.