Legacies simplified

You’ve got questions about how to plan for and manage life’s ‘what-ifs.’ We have quick, simple answers.

What do you want to learn about today?

Planning for life’s what-ifs

Estate planning attorneys get turnkey digital marketing content because you're busy enough serving your clients and running your practice.

Managing life’s what-ifs

Regular folks serving as Trustee get educational content and practical guidance because nobody has time to read a boring, 300-page book on trust administration.

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Hermes Platinum Winner 2022

What's new

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What sets us apart

We know that legacy planning, at its core, is a gift we give to our family. An act of love. It may seem overwhelming at first, which is why we work hard to distill complex concepts into crystal clear ideas. We aim to engage, educate and empower folks through our unique content.

Partner with us

Looking for unique legacy planning content? We work with organizations to deliver plain English explanations and delightfully simple visualizations. Our platform builds bridges between generations in your clients’ families, helping your firm, fortify and retain client relationships.

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