Legacy Experience

The 2 Week, More than Money (MTM),

Legacy Experience*

The More Than Money Legacy Builder(50 MINUTE MEETING)
Schedule a MTM Legacy Meeting through our office, by a live person.
img

Meet with a state licensed MTM trained attorney, not a paralegal or third party

img

Receive thorough explanation and education of the MTM Legacy planning process

Discuss and create a personalized MTM Legacy plan based on your specific needs and how to move forward.

The MTM Clarifying Revision Process (WEEK 1)
quote-icon
Receive a MTM Summary email outlining your
MTM Legacy Plan
quote-icon
Review the MTM Legacy Plan, make adjustments
and ask questions
quote-icon
Finalize and Confirm the final version of
the MTM Legacy Plan
content_img2
The MTM Legacy Execution Meeting
(2 WEEKS FROM THE INITIAL MEETING)
image
quote-icon
Meet with the same MTM Legacy Attorney
who will explain your plan documents in
easy-to-understand terms
quote-icon
Obtain a clear understanding of how your MTM
Legacy Plan will function for you and
your family
image
The Completed MTM Legacy Plan (WEEK 3)
quote-icon
Receive your original fully executed MTM
Legacy Plan documents and recorded deeds
(within 1 week of signing)
quote-icon
Receive either an electronic copy, paper
copy or both
quote-icon
We mail all of your MTM Legacy Plan documents to
you, no need to come back in the office
quote-icon
You will Receive a personal checklist of items
needed to complete the asset transfers
The MTM, as Things Change, Game Plan (AS NEEDED)
content_img4

Your MTM Legacy Plan is adaptable, because your circumstances will change **

Continued access to MTM Legacy attorneys for questions

Guidance for completing our MTM Legacy Plan, trust funding process

content_img4

*Deadlines and turnaround time are contingent on Client getting all information back to us in a timely manner

*Possible charge for changes