Legacy Lock Toolkit

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WHAT YOU'LL FIND INSIDE:

The Legacy Lock Toolkit is a comprehensive, step-by-step system designed to help families secure their assets, appoint trustees, and create a structured legacy plan. It includes:

  • The 3WHY Worksheet & Videos to clarify your financial decisions.

  • A Trustee Appointment Worksheet to ensure the right person is in charge.

  • A Funding Strategy Outline to help properly fund your trust.

  • A Family Communication Package to guide conversations with loved ones.

This ensures your legacy is protected, your wishes are honored, and your family is financially secure.

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