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Effective legacy planning isn't simply about distributing your assets; it's about ensuring your values, intentions, and life's achievements continue to benefit those you love most. At Fortress Wealth Architects, we leverage the Rockefeller Method alongside innovative digital technology to deliver comprehensive, straightforward, and affordable legacy planning designed specifically for your family's needs.
Your legacy deserves more than a generic approach—it requires thoughtful, strategic legacy planning tailored precisely to your unique situation.
Only 33% of Americans have a proper estate plan. Without personalized legacy planning, control of your assets, healthcare decisions, and family’s future may inadvertently fall into the hands of courts and strangers. Inadequate legacy planning can lead to lengthy probate processes, unnecessary tax burdens, family conflicts, and critical healthcare decisions made by those who may not understand your values.
At Fortress Wealth Architects, our priority is to protect your family from these avoidable risks, ensuring your assets and wishes are clearly documented and securely managed through meticulous legacy planning.
Traditional legacy planning is often cumbersome and costly, involving time-consuming appointments and complex paperwork. We’ve redefined legacy planning to deliver superior results without typical headaches or high fees.
Our digital platform, in partnership with wealth.com, allows you to comfortably:
Create legally binding, attorney-drafted legacy planning documents from your home
Update your legacy planning effortlessly as your life evolves
Safely store your essential documents in a secure, encrypted digital vault
We blend strategic insights from the Rockefeller Method with advanced planning technology to provide a seamless, fully integrated legacy planning process:
Step 1: Personal Discovery
We thoroughly explore your family dynamics, personal values, and long-term aspirations to craft a deeply personal legacy planning strategy.
Step 2: Customized Strategy Development
Your unique circumstances inform a tailored legacy planning approach addressing asset protection, tax optimization, healthcare decisions, guardianship, and philanthropic objectives.
Step 3: Document Creation
Utilizing our intuitive digital platform, you’ll easily generate vital legacy planning documents like trusts, wills, powers of attorney, and healthcare directives.
Step 4: Plan Implementation
We guide you meticulously through funding trusts, asset retitling, beneficiary reviews, and more, ensuring comprehensive execution of your legacy planning strategy.
Step 5: Secure Document Storage
Your completed legacy planning documents are securely stored and instantly accessible, giving you confidence that your plan is always protected and available when needed.
Step 6: Continuous Review
and Updates
We regularly reassess your legacy planning to reflect life changes and evolving laws, maintaining its relevance and effectiveness over time.
At Fortress Wealth Architects, our legacy planning offers unparalleled value by combining meticulous care, professional oversight, and cost efficiency. Our personalized approach ensures:
Robust Protection: Prevent costly probate, legal conflicts, and undue taxes through thorough legacy planning.
Privacy and Security: Confidential handling and secure storage of sensitive family documents.
Ease and Clarity: Intuitive processes with expert guidance every step of the way.
Flexible Affordability: Premium-quality legacy planning accessible at significantly lower costs compared to traditional methods.
Our goal is to deliver peace of mind knowing every detail of your legacy planning is expertly managed.
Through our partnership with wealth.com, we offer a legacy planning platform that is:
Modern: Leveraging innovative technology to streamline the legacy planning process
Inclusive: Designed to accommodate various family structures and situations
Sophisticated: Providing comprehensive protection through advanced planning tools
Accessible: Easy to navigate regardless of your technical comfort level
Self-paced: Allowing you to complete legacy planning at your own schedule
Getting started is simple. We share a link with you, and the system guides you through the process at your own pace. You’ll have our support every step of the way to ensure your legacy planning is complete and properly executed.
Effective legacy planning is foundational—not optional—to your financial security and family’s well-being. By integrating legacy planning with the LEAP methodology and the Rockefeller Method, we ensure your wealth and values remain protected and purposeful.
Don’t wait to secure your family's future. Schedule your Discovery Call today and confidently take control of your legacy planning.
*Disclaimer: Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.