Legacy Checkup · $397
Find out whether your family's home and legal documents are actually protecting you.
The Legacy Checkup gives families a focused review of family home risk, deed and title concerns, beneficiary gaps, probate exposure, decision-making authority, and next steps.
What you get
A diagnostic, not a sales call
Most families do not need to be sold on planning. They need someone to tell them, specifically, what is exposed right now.
- Family home and title review
- Beneficiary and document gap review
- Probate exposure summary
- Written next-step recommendations
What the Checkup looks for
- A deed that does not match the family's intentions
- Beneficiary designations that contradict a will
- Real property that would pass through probate
- Missing or outdated powers of attorney
- No named guardian for minor children
- Inherited property with unresolved title
How it works
Four steps, start to written findings
01
Intake
You share basic information about your home, family, documents, and concerns.
02
Attorney review
We review deed and title posture, beneficiary designations, and existing documents.
03
Findings session
A focused conversation walking through what we found and what it means.
04
Written next steps
You receive a written summary of risks and recommended next steps you can act on.
Questions
Before you begin
This website is informational only and does not constitute legal advice. Viewing this site or contacting the firm does not create an attorney-client relationship. An attorney-client relationship is formed only through a signed engagement agreement. Examples and past matters do not guarantee any particular outcome.
Next step
Start with the Checkup and let the findings set the scope.
If the review shows you need a full plan, the Checkup fee is credited toward it.