How We Help
Legacy-AI Consulting provides estate-planning education, information organization, administrative support, and coordination with licensed professionals. Document preparation is offered only where legally permitted and as specifically defined in the client’s engagement agreement.
What This Service Includes
- Family goals and legacy discovery
- Asset and important-record inventory
- Beneficiary and successor-planning worksheets
- Licensed-professional coordination
- Trust-funding information organization and continuity checklist
What to Expect
- Complete the preliminary service questionnaire.
- Meet for a consultation to review your goals and organizational needs.
- Receive an organized information package and professional-coordination plan.
- Obtain applicable licensed-professional review and complete required signing, witness, and notary steps.
- Use the funding documentation to organize the next steps for your assets.
State-specific preparation
Select the estate-planning state
Choose the client’s state of legal residence. The page will load the state-linked questionnaire topics, attorney-verification checklist, and official law source.
Select a state
The state-specific questionnaire topics, official law source, and attorney-review requirements will appear here.