A LEGACY THAT INSPIRES GREATNESS

“It is up to us to live up to the legacy that was left for us, and to leave a legacy that is worthy of our children and of future generations.”

— CHRISTINE GREGOIRE

A great legacy is about leveraging your wisdom, skills, gifts, financial assets, and other resources to make an impact. It’s about living a life full of meaning, joy and service.

Your legacy could be as complex as creating an organization that pledges to eradicate world hunger or as meaningful as creating a close family who loves each other.

Your quest to become an exceptional human being, in the way that creates fulfillment and joy for you, is what will live on long after you are dead and your money is gone. If crafted correctly from the beginning, your legacy will live on in the hearts of those who loved you, and countless others. Your wisdom and love will ripple out and impact others for generations. It will set a foundation of character for your children, grandchildren, and great-grandchildren.

A great legacy isn’t only about making things better for future generations, it’s about dramatically improving the quality of your life and others’ lives, right here, right now.

WHAT YOUR ESTATE PLAN IS (PROBABLY) MISSING

“When you organize your will, trust and other legal documents, don’t forget about your memories, values, traditions and beliefs.”

— LAURA A. ROSER, FOUNDER AND CEO OF PARAGON ROAD

Estate planning traditionally focuses on your financial assets. But when you think about what matters most, is it your car, home, or bank account?

Of course not.

It’s your family, meaningful relationships, stories, health, beliefs, and experiences. Yet, these important parts of yourself are often lost simply because most people don’t have a structure to pass along what matters most.

That’s where Paragon Road comes in.

LEARN ABOUT OUR PROCESS FOR PASSING ON YOUR NON-FINANCIAL ASSETS →

YOUR MOST IMPORTANT ASSETS

Your assets can be broken into three categories: 1) Intellectual Assets, 2) Character Assets, and 3) Financial Assets.

Financial assets are passed along through proper structuring—such as a trust, or a foundation. These structures range from the simple to the complex depending on your affluence and asset protection or tax planning goals. Rarely are your character and intellectual assets taken into account.

Intellectual Assets

Your business systems, alliances, ideas, skills, traditions, and wisdom.

Character Assets

Your meaningful relationships, family, values, health, spirituality, heritage, purpose, talents, and plans for giving.

Financial Assets

Especially how to pass along money in a way that is meaningful and is not going to harm its recipients by making them dependent and unhappy.

HOW IT WORKS

Our Meaning Legacy™ plans help you package up the most important parts of yourself so that you can pass it on to your family.

Our plans compliment any estate plan and won’t step on the toes of your attorney or financial advisor because we do not deal with financial structuring in any way.

When you engage with our company to create a Meaning Legacy™ plan, you are assigned a Legacy Planner to walk you through the process and our team of writers, designers, and strategists take it from there to create a beautiful representation of your life that can be passed down to your children and grandchildren and treasured for generations.

2-Minute Introduction to How It Works

BUILDING A LEGACY: GET THE LATEST UPDATES

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Legacy Mistakes: Crucial Elements Most Estate Plans Miss

OFFERINGS

Download The Value Legacy: Your Path to Greatness

Learn:

  • How to ensure your most-important assets don’t get “lost.”
  • What components comprise a great legacy.
  • How Bill Gates, John D. Rockefeller, Harry Houdini and others keep their legacies alive.

Legacy Retreats & Events

A FAMILY OF EXCELLENCE, 4-DAY RETREAT
Our private family retreats are one of the most profound things you can do to bring your family together in a loving, meaningful way. The result of the retreat is the creation of a family legacy plan and brand that will serve as the foundation of excellence for current and future generations. LEARN MORE →

1-DAY COUPLES FAMILY WORKSHOP
This 1-day workshop is designed to teach couples the tools they need to create an effective family legacy. It is especially useful for newlyweds, parents of young children or grandparents. LEARN MORE →

Family Legacy Plan Development

Our legacy planning team works with you to create a comprehensive plan tailored to your specific objectives and family style. This plan becomes your guiding principles and custom manual for successful living. It is structured so you can implement it with your own team or resources. Or we can implement it through our team of experts. LEARN MORE →

Philanthropic Legacy Planning & Positioning

The first step to any successful endeavor is a clear vision. Philanthropy is no different. We work with both large philanthropic institutions and high net worth individual donors to determine their vision, goals, what will have the greatest impact and how to communicate that message to their audiences. LEARN MORE →

Reputation Management and Publicity

If you are in the public eye or wish to be, we can assist you with building a legend—a legacy that will elevate you and further your vision. We, however, understand that many people, especially the affluent, wish to protect their privacy. We can help you ensure your reputation is managed well. LEARN MORE →

Legacy Implementation & Creative

Formalizing your legacy as letters, books, artwork, audios, videos or other creative content is not just an interesting way to capture your life, it is the only way to permanently archive it. Your legacy needs the same kind of permanency as a sculpture or great literature. Otherwise, your memory is stored in someone’s head and can quickly fade away to nothing. LEARN MORE →

LEGACY PLANNING ARTICLES

REQUEST A COMPLIMENTARY CONSULTATION

To arrange an appointment with one of our legacy planning experts, call 801.386.5861 or enter your information below.

“When you organize your will, trust and other legal documents, don’t forget about your memories, values, traditions and beliefs.”

— LAURA A. ROSER, FOUNDER AND CEO OF PARAGON ROAD

Estate planning traditionally focuses on your financial assets. But when you think about what matters most, is it your car, home, or bank account?

Of course not.

It’s your family, meaningful relationships, stories, health, beliefs, and experiences. Yet, these important parts of yourself are often lost simply because most people don’t have a structure to pass along what matters most.

That’s where Paragon Road comes in.

LEARN ABOUT OUR PROCESS FOR PASSING ON YOUR NON-FINANCIAL ASSETS →