Legacy Wealth Strategies
Estate Planning, Made Simple
Your legacy, your way. We simplify estate planning with education, organization, and support for confident decisions.
Planning Your Legacy Doesn’t
Have To Be Complicated.
Through our comprehensive Legacy Wealth Strategies process, we walk with you, step by step, helping you understand your options and stay organized. With simplified documents, digital accessibility, and personalized support, we provide the clarity and structure you need to move forward with confidence.
Securing your legacy can be a smooth and stress-free experience!
A Clear Path to Securing Your Legacy
With a clear understanding of your financial picture and long-term goals, we can help seamlessly guide you through each step. Our guided approach helps ensure you have the support needed to build a plan that reflects your wishes.
1. Consultation
Meeting with your Wealth Manager and our Legacy Wealth Strategies Manager to discuss your goals and key steps for protecting your legacy and long-term vision.
2. Organize and Plan
We’ll help you organize the details of your plan, gather essential documents, answer questions, and provide guidance to ensure everything aligns with your long-term goals.
3. Document Review and Signing
Your estate planning documents will be reviewed, finalized, and prepared for signing, ensuring your wishes are clearly outlined and legally enforceable.
4. Secure Access and Ongoing Support
Your documents will be securely stored and easily accessible, with our team available to support updates as your life evolves and changes.
Your Estate Planning Questions,
Answered.
What is estate planning?
Estate planning is the process of organizing your assets, wishes, and legacy to ensure everything is handled according to your intentions. It typically involves creating legal documents, such as wills and trusts, to protect your family, minimize complications, and provide clarity for the future.
Do I need an estate plan?
If you have assets, loved ones, or specific wishes for how your affairs should be managed, an estate plan can provide peace of mind. A well-structured plan helps ensure that your legacy is protected and that you determine what happens to your estate, not the courts.
What happens if I don't have an estate plan?
Without an estate plan, state laws will dictate how your assets are distributed, which may not align with your wishes. This can lead to delays, added expenses, and potential disputes among loved ones. Proper planning helps prevent these challenges and gives you more control over your legacy.
How long does the process take?
The timeline for estate planning varies based on complexity, but our streamlined process is designed to help you complete key steps efficiently. With our guidance, many clients move from initial discussions to finalized documents in a matter of weeks rather than months.
Can I update my plan in the future?
Yes, estate plans should be reviewed and updated as your life evolves. Major life events such as marriage, having children, or changes in financial circumstances may require adjustments to ensure your plan continues to reflect your wishes. With TRPG you’ll always have secure access to your documents for future updates.
Start Your Estate Planning Journey Today
Take the first step toward protecting your future and ensuring your wishes are honored. Fill out the form below to connect with our Legacy Wealth Strategies Manager and explore the right solutions for your needs.
The Retirement Planning Group is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice is provided through select third parties unrelated to The Retirement Planning Group.