What’s Included

Our FXLegacy process is the modern version of estate planning. It recognizes that the planning of one’s estate involves much more than wills and trusts and endeavors to focus additionally on one’s legacy and how they will be remembered. Our process starts with record organization and the preparation of one’s legacy through the compilation of memories, family stories and other intangible gifts. To start your journey, please complete our general questionnaire. Once completed, you will receive an introductory email along with a link to our risk evaluation tool Riskalyze. Additional steps will follow to help establish your legacy. Enriching people’s lives is our goal!