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predictable access to guidance, record reviews, reminders, and coordination so important planning work does not become outdated or forgotten.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 You Receive
- Scheduled administrative check-ins
- Annual records-organization review
- Change and compliance reminder summary
- One qualifying administrative addendum each membership year
- Professional-review referral or coordination when required
What Is Not Included
- Ongoing attorney, tax, financial, investment, or insurance advice
- Automatic legal-document amendments
- Government filing fees or third-party professional fees
- Services outside the signed membership scope
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.