Legacy Planning: Secure Your Family's Future
Effective legacy planning is a critical component of achieving your maximum financial potential. We implement the Rockefeller Method and utilize innovative technology to make comprehensive estate planning accessible, affordable, and straightforward.
Your legacy deserves more than a one-size-fits-all approach.
Why Legacy Planning Matters
Only 33% of Americans have a proper estate plan in place. Without one, you’re surrendering control of your legacy to the government, courts, and attorneys who don’t know your wishes or values.
The consequences of inadequate planning can be severe:
Your assets could face lengthy probate proceedings lasting months or even years
Your family may endure unnecessary legal complications during an already difficult time
Your hard-earned wealth might be distributed contrary to your wishes
Your loved ones could face significant tax burdens that proper planning would have avoided
Your healthcare decisions might be made by strangers rather than those you trust
Our Modern Approach to Legacy Planning
Traditional estate planning often involves inconvenient office visits, excessive paperwork, and high attorney fees. Our approach is different.
Through our partnership with wealth.com, we offer a modern, digital estate planning experience that delivers professional-quality results without the hassle or expense of traditional methods.
This innovative platform allows you to:
- Create comprehensive estate plans from the comfort of your home
- Access attorney-drafted documents that are legally binding in your state
- Complete the process at your own pace, saving your progress as you go
- Update your documents whenever your circumstances change—without additional fees
- Store your important documents securely with bank-level encryption
- Access clear guidance for properly funding trusts and executing your plan
The Fortress Wealth Architects Legacy Planning Process
Our legacy planning process seamlessly integrates with our wealth planning and Rockefeller Method approaches. These create a cohesive strategy for building, protecting, and transferring wealth.
1. Discovery
We begin by understanding your family dynamics, values, and long-term goals. This foundation ensures your estate plan reflects what matters most to you.
2. Strategy Development
Based on your unique situation, we develop a customized legacy planning strategy that addresses:
- Asset protection and distribution
- Tax efficiency
- Business succession (if applicable)
- Healthcare directives and end-of-life wishes
- Guardian designations for minor children
- Philanthropic goals
3. Document Creation
- Revocable Living Trusts
- Last Will and Testament
- Durable Power of Attorney
- Healthcare Power of Attorney
- Living Will and Medical Directives
- HIPAA Authorization
- Guardian Designations
- Pour-Over Will
- Trust Certification
4. Implementation
- Detailed guidance for funding trusts
- Asset titling recommendations
- Beneficiary designation reviews
- Property deed transfers when necessary
5. Secure Storage and Access
6. Ongoing Review and Updates
Complete Protection Without the Premium Price
Traditional estate planning with attorneys can cost thousands of dollars. Our approach delivers the same comprehensive protection at a fraction of the cost, allowing you to:
- Save significantly on attorney fees while getting the same quality protection
- Update your documents whenever needed without paying additional fees
- Access professional guidance throughout the process
- Ensure all essential components are properly addressed and coordinated
Key Benefits of Our Legacy Planning Approach
Protection for Your Family
- Shield your loved ones from costly probate proceedings
- Prevent family conflicts by clearly documenting your wishes
- Legally designate guardians for minor children
- Ensure your healthcare wishes are respected
Privacy and Security
- Keep your sensitive information out of public records
- Protect your legacy planning documents with bank-level security
- Access your documents securely from anywhere in the world
- Maintain confidentiality of family business and financial matters
Simplicity and Convenience
- Complete your estate plan from the comfort of your home
- Navigate the process with clear, step-by-step guidance
- Receive expert support whenever questions arise
- Avoid confusing legal jargon with user-friendly explanations
Peace of Mind
- Know your legacy is protected according to your wishes
- Reduce stress for your loved ones during difficult times
- Ensure your healthcare preferences are legally documented
- Create a lasting legacy that reflects your values
The Wealth.com Advantage
Modern: Leveraging innovative technology to streamline the estate planning process
Inclusive: Designed to accommodate various family structures and situations
Self-paced: Allowing you to complete the process on your own schedule
Legacy Planning Is Essential to Your Maximum Financial Potential
A comprehensive estate plan is not an optional add-on to your financial strategy—it’s a foundational element. Without proper legacy planning, even the most sophisticated wealth-building strategies can fail to achieve their intended purpose.
By integrating legacy planning with our LEAP methodology and Rockefeller Method, we ensure your wealth serves its highest purpose during your lifetime and beyond.