Helping businesses, ministries, churches, families, and legacy organizations use AI with clarity, purpose, and confidence.
Who We Help
Legacy AI Consulting serves people and organizations at important points of growth, transition, and protection. We listen first, then help you identify a practical path forward.
For owners ready to organize operations, adopt practical AI, move beyond a sole proprietorship, or build a stronger foundation for growth.
Explore business supportFor mission-driven leaders who need stronger administrative systems, responsible technology, content workflows, or grant-writing support.
Explore ministry supportFor families seeking an organized, understandable process to clarify their wishes, prepare essential information, and protect what they have built.
Explore legacy supportFor established organizations that want thoughtful process improvement, leadership support, and systems designed for continuity and lasting impact.
Start a conversationNot 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 conversationWe listen to your goals, challenges, current tools, and desired outcome.
You receive a clear outline of priorities, solutions, costs, and next steps.
We help organize, configure, document, and introduce the approved system.
Continued guidance helps you improve, maintain, and confidently use it.
Estate Planning · Business Development · Ongoing Support
Begin with a clearly defined consultation, understand the complete engagement fee, 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. Document preparation is offered only where legally permitted and as specifically defined in the client’s engagement agreement.
Ongoing support that helps established clients keep their trust-related records or business structure organized as family, ownership, and operational needs evolve.
Payment and professional-services notice: For fixed-fee Trust & Estate Planning and Incorporation engagements, the consultation fee is credited toward the service fee when services are retained. A total non-refundable deposit equal to 50% of the service fee is required before work begins. The remaining balance is due upon completion and before final documents are delivered. Legacy Leadership Membership is billed separately at $125 per month and is not subject to the project-deposit requirement. Deposits are non-refundable except as required by applicable law or a signed agreement. The signed agreement controls payment timing, cancellation, and scope. For estate matters, 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. We do not provide legal advice, determine legal sufficiency, or perform document customization requiring licensed legal judgment. State registration charges and third-party professional fees are not included 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.
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.
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.
With more than two decades of experience in the estate-planning and legacy-support field, Richard has assisted families as they organized their affairs, protected hard-earned investments, and prepared to transfer what they built to future generations.
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.
A Personal Commitment
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.”
Client Reflections
Verified client stories will help future families, business owners, and ministry leaders understand the care, clarity, and practical guidance they can expect.
Richard E. Floyd, Jr. and Legacy AI Consulting LLC guided us through the preparation of our living trust with professionalism, patience, and genuine care. He explained each step clearly, answered our questions, and made what initially felt overwhelming much easier to understand.
His attention to detail and commitment to accurately documenting our wishes gave us confidence and peace of mind. We appreciated the integrity, efficiency, and personal attention he brought to the process. We gladly recommend Legacy AI Consulting to families seeking organized and thoughtful estate-planning support.
Following a major family transition, I wanted to protect my investments for my children and establish funds for college and higher education. Richard helped me understand the available planning options and organize my goals around preserving wealth and creating future opportunities for my family.
As a sole proprietor, I wanted a business structure that could help me retain more resources for reinvestment and create clearer separation between my personal property and business risks. Richard explained the incorporation process in practical terms and helped me establish a stronger foundation for growth.
I needed assistance establishing my LLC and received efficient, professional service. The process was completed within a reasonable timeframe, and I was very pleased with the results. Richard was patient, informative, and responsive throughout. I truly appreciate the service he provided.
Frequently Asked Questions
Review the most common questions about consultations, fees, professional scope, 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.
Yes. The $125 Trust & Estate Planning consultation is credited toward the $1,250 engagement when that service is secured. The Business Incorporation consultation is $100; the incorporation service is $850, with all state registration fees paid separately by the client.
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. Document preparation is offered only where legally permitted and as specifically defined in the client’s engagement agreement.
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. Document preparation is offered only where legally permitted and as specifically defined in the client’s engagement agreement. 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. The service fee is $850 after the $100 consultation. State registration charges, registered-agent fees, licenses, permits, and third-party professional fees are not included unless stated in writing.
Legacy Leadership provides continuing administrative support for qualifying Trust & Estate Planning and Business Incorporation clients for $125 per month. It includes ongoing guidance within the agreed scope and one document addendum each membership year. Legal review, state filings, taxes, and third-party professional work may require separate fees.
Yes. Legacy-AI Consulting serves clients across all 50 states through virtual consultation, education, information organization, administrative support, and coordination with licensed professionals. Incorporation filings, document preparation, execution formalities, notarization, witnessing, taxes, licensing, and other requirements vary by jurisdiction. Document preparation is offered only where legally permitted and as specifically defined in the client’s engagement agreement.
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 →