FAQ: Frequently Asked Questions
Frequently Asked Questions
General Questions
What makes Roots and Wings Legal different from other estate planning firms?
Roots and Wings Legal goes beyond traditional estate planning by pioneering Legacy Engineering™, a holistic process that combines advanced legal strategies, family governance, and values-driven planning. We work with families who see their wealth as a tool for creating harmony, preserving values, and making an enduring impact.
Who is a good fit for Roots and Wings Legal?
We partner with families and individuals who value stewardship, collaboration, and purpose. Our clients see their wealth as a tool for fostering family harmony, preserving values, and making a meaningful impact on their communities and beyond. If you’re seeking intentional, values-driven legacy planning, we’d love to work with you.
What is Legacy Engineering™?
Legacy Engineering™ is our proprietary process for creating holistic, purpose-driven legacy plans. It integrates estate planning, tax efficiency, family governance, and philanthropy to ensure your wealth aligns with your values and strengthens family harmony across generations.
Getting Started
What is the first step in working with you?
The first step is to schedule a complimentary call with our team. During this call, we’ll discuss your goals, explain our process, and determine whether our services align with your needs. If we’re a good fit, the next step is a Legacy Planning Session.
What is the Legacy Planning Session?
The Legacy Planning Session (LPS) is a personalized, in-depth consultation that serves as the cornerstone of your planning journey. During this session, we:
- Define Your Goals: Understand what matters most to you and the legacy you wish to create.
- Review Your Existing Plan: Ensure your current documents and strategies align with your values and objectives.
- Explore Planning Options: Determine whether a Foundational Trust Plan or a more tailored Advanced Planning approach best suits your needs.
- Deliver Actionable Insights: Provide clear next steps to start building or refining your legacy plan.
The session fee is $1,000, which is credited toward your chosen plan if you proceed.
What should I bring to my Legacy Planning Session?
Bring any existing estate documents (if applicable) and an open mind. We’ll guide you through the rest, including assessing your family dynamics, identifying opportunities, and outlining a roadmap tailored to your goals.
Pricing and Plans
How much does Legacy Planning cost?
At Roots and Wings Legal, we offer tiered solutions tailored to your family’s unique needs:
Foundational Trust Plan: Starting at $10,500
Includes essential documents (trust, will, powers of attorney) and basic trust funding to protect your assets and avoid probate.
Advanced Planning: Custom-quoted based on complexity
Tailored for families with intricate needs, including philanthropy, business succession, and multi-generational governance.
The planning process begins with a $1,000 Legacy Planning Session, credited toward your plan if you move forward.
What is the Foundational Trust Plan?
The Foundational Trust Plan provides all the essential elements of a comprehensive estate plan, ensuring your family is protected and your wishes are honored.
What’s included:
- Living Trust: Protect and transfer assets while avoiding probate.
- Will: Specify your wishes for property distribution and guardianship of minor children.
- Powers of Attorney: Designate trusted individuals to manage financial and legal matters if you’re unable to do so.
- Healthcare Directives: Document your wishes for medical care, including end-of-life decisions.
- Basic Trust Funding: Ensure critical accounts and assets are properly aligned with your trust.
Key Benefits:
1. Seamless Wealth Transfer: Protect assets and ensure seamless transfer to future generations.
2. Family Guidance: Provide clarity and direction for your loved ones during critical moments.
3. Values-Based Alignment: Align your financial priorities with your long-term legacy goals.
This plan is ideal for families looking to protect their wealth and create a values-driven legacy.
Family Dynamics and Heir Preparation
What if my family members don’t agree on everything?
We specialize in fostering communication and alignment. Using facilitated discussions and family governance tools, we help families navigate differences and create a shared vision.
How do I ensure my wealth strengthens my family rather than divides it?
By focusing on values, communication, and purposeful planning, Legacy Engineering™ minimizes conflict and creates harmony. We work with you to craft a legacy that unites your family.
What is multi-generational planning, and why is it important?
Multi-generational planning ensures your legacy strengthens family unity and preserves wealth across generations. It includes advanced trust strategies, governance frameworks, and heir preparation to empower the rising generation.
What is family governance, and how does it work?
Family governance creates a framework for decision-making, communication, and shared values. It reduces conflict and ensures your family operates cohesively, even across generations. We help you design governance structures tailored to your family’s unique dynamics.
Philanthropy and Impact
How do you integrate philanthropy into legacy planning?
We help families design philanthropic strategies—such as charitable trusts, private foundations, and bequests—that align with their values and create meaningful, lasting impact.
What is a philanthropic mission, and why is it important?
A philanthropic mission defines your family’s giving priorities, ensuring your wealth creates the impact you envision. Through Legacy Studio™, we help families articulate this mission and involve all generations in meaningful giving.
Legacy Studio™
What is Legacy Studio™, and how does it support legacy planning?
Legacy Studio™ offers immersive workshops and retreats to help families align on their mission, vision, and values. These experiences ensure your legal plans reflect your family’s shared purpose and foster meaningful connections across generations.
Who can attend Legacy Studio™ workshops or retreats?
Legacy Studio™ experiences are designed for families ready to engage deeply in their legacy journey. Whether it’s aligning on values or preparing for multi-generational planning, these events are tailored to your family’s unique needs.
Can Legacy Studio™ help prepare heirs?
Yes! Legacy Studio™ workshops and retreats engage heirs in understanding their roles, aligning with family values, and fostering a sense of responsibility for stewarding the family’s legacy.
Trust Funding and Administration
What is trust funding, and why is it important?
Trust funding ensures your trust operates as intended by transferring ownership of your assets into the trust or updating beneficiary designations.
Why it matters: Without proper funding, even the most well-drafted trust may fail to achieve its goals.
In our services:
- The Foundational Trust Plan includes simple trust funding for critical accounts and assets.
- For complex funding needs, such as business interests or multiple properties, our Legacy Concierge™ Services provide ongoing support to maintain trust effectiveness.
What ongoing support do you provide for trust funding?
Our Legacy Concierge™ service offers seamless trust funding, updates, and administration support to keep your plan aligned with your life.
What are Legacy Concierge™ services?
Legacy Concierge™ services provide ongoing support to keep your plan updated and effective as your life evolves.
Service Levels:
Base Level Concierge: Starting at $2,500 per year
- Simple trust funding updates (e.g., new accounts, basic assets).
- Annual reviews to ensure alignment with your goals.
- Priority access for consultations and minor updates.
Premium Concierge Level: Starting at $7,500 per year
- Comprehensive trust funding, including business interests or complex assets.
- Tax strategy reviews and integration with advisors.
- Heir preparation and ongoing family guidance.
Why it matters: Legacy Concierge™ ensures your plan remains relevant and effective, no matter how your circumstances or goals evolve.
Do you work with business owners or entrepreneurs?
Yes! We specialize in legacy planning for business owners, offering succession strategies, asset protection, and governance structures that preserve your values and ensure continuity
How can I plan for my business to align with my family’s legacy?
We help integrate your business into your legacy plan, ensuring it reflects your values and supports your family’s long-term goals.
Business Owners and Entrepreneurs
What are Legacy Concierge™ services?
Legacy Concierge™ services provide ongoing support to keep your plan updated and effective as your life evolves.
Service Levels:
Base Level Concierge: Starting at $2,500 per year
- Simple trust funding updates (e.g., new accounts, basic assets).
- Annual reviews to ensure alignment with your goals.
- Priority access for consultations and minor updates.
Premium Concierge Level: Starting at $7,500 per year
- Comprehensive trust funding, including business interests or complex assets.
- Tax strategy reviews and integration with advisors.
- Heir preparation and ongoing family guidance.
Why it matters: Legacy Concierge™ ensures your plan remains relevant and effective, no matter how your circumstances or goals evolve.
Do you work with business owners or entrepreneurs?
Yes! We specialize in legacy planning for business owners, offering succession strategies, asset protection, and governance structures that preserve your values and ensure continuity
How can I plan for my business to align with my family’s legacy?
We help integrate your business into your legacy plan, ensuring it reflects your values and supports your family’s long-term goals.
Have more questions?
Ready to engineer your legacy?"
Schedule your complimentary introductory call to explore how we can support your legacy journey
Roots and Wings
Legal
Introducing Legacy Engineering™
An exclusive approach to secure your family’s values and vision.
Roots and Wings Legal
An exclusive approach to secure your
family’s values and vision.
ADDRESS
Roots and Wings Legal,
1990 N. California Blvd., Suite 800
Walnut Creek, CA 94596
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