MEANING LEGACY ADVISORY SERVICES
How It Works
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
REQUEST A COMPLIMENTARY CONSULTATION
To arrange an appointment with one of our legacy planning experts, call 801.386.5861 or enter your information below.