Individual Legacy Protection Plan (ILPP)
A comprehensive estate plan for individuals - professionals or retired who are interested in ensuring that their values, legacy, and assets are protected during their life and passed to their loved ones thereafter. This includes all documents necessary to legally state how, where, when, and to whom your assets go, planning for incapacity in terms of health care and financial decisions, and may include planning for asset protection, new or existing business interests, planning for more complex assets such as RSU’s or qualified retirement plans and more – depending on your needs.
Our firm offers three (3) tiers of ILPP which will be fully customized according to your unique situation.
NEW! Estate Plan Tier 2 and Tier 3 include a complimentary set-up and 1-year subscription to Directive Communication Systems (DCS) and Legal Directives when you create (or update) your Estate Plan with us. DCS provides you an option to extended protection and management of your digital and traditional assets or accounts by securely maintaining an up-to-date record of all your personal accounts and digital assets, and keeping your directives relative to these accounts. Legal Directives on the other hand, provides immediate access to your important healthcare directives and emergency contacts.
We value your legacy and we aim to understand what’s important to you. Let’s design your Individual Legacy Protection Plan to ensure that your assets and investments are protected and seamlessly passed on as you wish.
Contact us for the creation or re-statement of your estate plan.