The Family Legacy Package™
Protect the Life You've Built and the People You Love
You've spent years building your family's future.
Now it's time to protect it with an estate plan designed to last.
.png)
Your Legacy Works Best
When Everything Works Together
The Family Legacy Package™ brings your estate planning documents, assets, and instructions together in one coordinated plan designed to carry out your wishes and simplify the future for the people you love.
Your Revocable Living Trust is tailored to your family, assets, and long-term goals to provide a strong foundation for your estate plan.
Your Will, Durable Financial Power of Attorney, Healthcare Power of Attorney, Living Will/Advance Directive, HIPAA Authorization, and supporting documents are prepared as one coordinated plan.
Your beneficiary designations, account ownership, and asset titling are reviewed to help ensure they support your estate planning goals.
Your Trust Funding Specialist guides the transfer of eligible assets into your trust so your plan is properly implemented.
Turn Your Peak Earning Years Into Lasting Protection
The years leading up to retirement often bring growing assets, greater responsibilities, and more important planning decisions— which makes it the right time to put an estate plan in place.
This plan is the right fit for those:
Who are in their peak earning years and preparing for retirement
Who are raising children, growing wealth, or supporting aging parents
Who want their trust, beneficiaries, and assets working together under one coordinated plan
Who are beginning to make intentional decisions about legacy and inheritance
Complete estate planning for the family, wealth, and future you are building for $3,649 USD.
What Doing Right by Your
Family Looks Like
Your family is
protected
Guardianship planning, when applicable, ensures your children are cared for by the people you choose. Your Powers of Attorney let someone you trust step in and make decisions, so your family is never left without answers.
Your wealth is properly secured
A Trust Funding Strategy and Asset Titling Review help confirm your accounts and property are actually held inside your trust, not just documented alongside it.
Your estate plan is prepared for the years ahead
Your plan considers the transition from your peak earning years into retirement, helping it evolve with your assets, family, and long-term priorities.
Your legacy has clear direction
Legacy and inheritance planning ensure your wealth is directed to the people and causes that matter most to you, on your terms.
Your beneficiary designations are current
A Beneficiary Review helps ensure your retirement accounts, life insurance, and other beneficiary-designated assets remain aligned with your wishes.
Your plan works as one coordinated whole
Your Revocable Living Trust, Will, Healthcare Directive, and HIPAA Authorization are built together, so every document supports the others rather than standing alone.
Where a Clear Plan Finally Comes Together
Through the S.T.E.P.™ Signature Trust Process, your family, assets, and wishes come together in one
complete estate plan.
Step 1
Introduction & Planning
A Certified Estate Planning Advisor introduces you to the process, answers your initial questions, and helps determine your next steps.
Step 2
Discovery & Plan Selection
A Certified Intake Specialist meets with you for a one-hour virtual discovery call to understand your family situation, assets, and goals and confirm which S.T.E.P.™ package is the right fit.
Step 3
Creating Your Trust
A Trust Creation Specialist guides you through a single session where your plan is built, reviewed, and notarized. Your finalized documents are then uploaded to your personal secure vault at Wealth.com.
Step 4
Funding Your Trust
A Trust Funding Specialist ensures your assets (home, accounts, investments) are correctly titled under your trust, and follows up to confirm nothing is missed.
Step 5
ongoing
support
A Client Relationship Specialist oversees your entire file from the first handoff through final funding, serves as your primary point of contact, and schedules your first annual review.
What’s Included
Every Young Family Plan is delivered through the S.T.E.P.™ Signature Trust™ Process and includes the following:
Planning & Creation
Advisor-led Discovery Meeting to learn about your goals and family
Advisor-led Trust Creation Meeting
Legacy and inheritance planning
Estate planning considerations for the years leading up to retirement
Your Core Documents
State-specific Individual or Joint Revocable Living Trust
Pour-Over Will
Durable Power of Attorney (financial & legal)
Healthcare Power of Attorney
Living Will / Advance Directive
HIPAA Authorization
Certificate of Trust
Tangible Personal Property General Assignment
Guardianship Designation for Minor Children
Asset & Funding Coordination
Schedule of Property
Asset Titling Review
Beneficiary Designation Review
List of Beneficiaries
Advisor-led Trust Funding Guidance
Creation of Homestead Exemption Form, if needed
Emergency Access Contacts
Execution & Ongoing Support
Remote Online Notarization & Witnesses
Advisor-led Family Meeting. optional
Digital copy of your completed estate plan uploaded to your secure online vault
S.T.E.P. Client For Life Program
Everything you need to organize your estate, protect the wealth you’ve built, and prepare for the next
generation is included for one investment of $3,649.
Your Next Ten Years Start
With This One Decision
Complete the form below to schedule your consultation with a Certified Estate Planning Consultant.
Together, you'll determine whether the Family Legacy Package™ is the right fit for your family and long-term goals.
