Legacy Planning Session™
Protect What Matters Most
Our Legacy Planning Session offers a comprehensive, structured approach for families and individuals to safeguard their assets, ensure family continuity, and protect loved ones’ futures.
This planning includes legal strategies to address everything from protecting personal assets to securing guardianship for children. It’s ideal for those wanting a clear, customized roadmap that covers essential aspects of estate and wealth protection:
Why Start with a Legacy Planning Session™?
Planning for the future doesn’t have to feel overwhelming. The Legacy Planning Session™ is a thoughtful, personalized process that turns uncertainty into clarity. Here’s what you can expect:
✔️Address Your Concerns: We focus on what matters most to you and your family.
✔️ Reveal Gaps and Risks: We identify areas where your current plan—or lack of one—leaves you vulnerable.
✔️ Deliver Tailored Solutions: You’ll leave with a clear roadmap to achieve your goals and protect your loved ones.
You’ll walk away with clarity, confidence, and a plan that reflects your values.
What You’ll Gain from the Legacy Planning Session™
Clarity:
A plan that provides clear direction and purpose.
Confidence
Tailored solutions that align with your unique goals and values.
Peace of Mind
Assurance that your family is protected and your legacy is secure.
Why Families Trust
Roots and Wings Legal™
Compassionate Guidance:
We listen first and make sure you feel supported at every step.
Custom Solutions:
Every family is unique, and your plan will reflect your story and values.
Transparent Fees:
Flat-fee pricing agreed upon during the session—no surprises.
Ongoing Support:
From trust funding to family updates, we’re here to help as life evolves.
Your family’s future is too important to leave to chance. Take the first step with our Legacy Planning Session™ and discover how we can help you create a plan that protects your family, aligns with your values, and inspires confidence for generations.
Start Your Legacy Journey Today
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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PHONE
(925) 289-8990
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