The Family Estate & Legacy Program

The Family Estate & Legacy Program

The Family Estate & Legacy Program™ is our trademarked 7-step process personalized just for you The other morning, at 2:30 AM local time, I watched my cousin’s son’s Bar Mitzvah at the Western Wall in Jerusalem via a live Facebook stream. An extremely moving service, he chanted from the Torah in front of the holiest site to the Jewish people. The rabbi set up a small table on which he

Recent Episodes

  • Module 7: Maintenance Program

    7 years ago
  • Module 6: Funding Process

    7 years ago
  • Module 5: Advisor Coordinator

    7 years ago
  • Module 4: Document Builder

    7 years ago
  • Module 3: Design

    7 years ago
  • Module 2: Goals & Responsibility Conversation

    7 years ago
  • Module 1: Organizer

    7 years ago