Who This Is For
- Individuals and families beginning or updating estate planning
- Clients who need help organizing family, property, beneficiary, and fiduciary information
- People preparing questions and records for an independently retained attorney
- Clients whose circumstances require jurisdiction screening or professional referral
How We Help
Legacy-AI Consulting provides estate-planning education, information organization, administrative readiness, and coordination for qualified professional review. The readiness process gathers client-provided facts and wishes; it does not select a legal strategy, determine legal sufficiency, establish an attorney-client relationship, or authorize execution of a legal instrument.
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 You Receive
- Organized estate-readiness summary
- Household, property, beneficiary, and fiduciary information inventory
- Jurisdiction and professional-review flags
- Questions and document checklist for counsel
- Continuity, execution-preparation, and funding-information checklists after professional direction
Your Initial Consultation
The consultation reviews planning objectives, household and property considerations, jurisdiction, current readiness, professional-review needs, and recommended next steps. Scope and payment details are provided privately. Attorney services and legal advice are not included unless separately arranged in writing.
What Is Not Included
- Legal advice or selection of a trust, will, tax, asset-protection, or transfer strategy
- A promise that any proposed document is legally sufficient or enforceable
- Attorney representation unless separately retained
- Final document approval, signing authorization, notarization, recording, or asset transfer without the required professional direction
Responsible Information Use
Use the authenticated portal only for requested readiness information. Do not enter passwords, full Social Security numbers, complete account numbers, medical records, access codes, or unnecessary sensitive documents. California and Florida matters remain subject to supplemental screening and attorney-supervised or referral routing.
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.
The state-specific questionnaire topics, official law source, and attorney-review requirements will appear here.