LEGACY ADVISOR STRATEGIES

Owner

Goods & Services

Computer software that provides web-based access to legacy planning applications and services for financial professionals and estate planning attorneys through a web operating system or portal interface; downloadable documents and tools in the fields of legacy planning, estate planning and financial planning provided via a website; downloadable electronic publications in the nature of instructional manuals, guides, whitepapers, magazines, and newsletters in the field of legacy planning and family history

Providing on-line information and tools such as guides, marketing and collateral material, event ideas, invitations and templates, to financial services professionals and estate planning attorneys for the purpose of assisting in client legacy planning; legacy planning services, namely, assisting client families with personalized plans for creating a meaningful legacy and transferring family values, not wealth; providing an online resource center for financial professional and estate planning attorneys to assist their clients in the field of legacy planning and family history with a multi-generational reach and planning approach