Planning Solutions
A Pillar of Legacy Engineering™
A Holistic Approach to Your Legacy
Through Legacy Engineering™, we deliver comprehensive planning solutions designed to secure your family’s future while reflecting your values and goals.
At Roots and Wings Legal™, our Legacy Engineering™ methodology blends thoughtful planning solutions with values-driven engagement to build legacies that inspire and endure. Our Planning Solutions form the legal and strategic foundation of Legacy Engineering™ addressing every aspect of estate planning, business succession, asset protection, and wealth preservation. These tools work hand in hand with the family engagement offerings provided by The Legacy Studio™, ensuring your legacy reflects not just your assets, but your purpose and mission..
How Planning Solutions Fit Into Legacy Engineering™
Our Planning Solutions are an integral part of the Legacy Engineering™ process,
which combines comprehensive legal tools with purposeful family engagement offerings provided by The Legacy Studio™.
Together, these components ensure your legacy is protected, adaptable, and reflective of your mission.
Why Families Trust
Roots and Wings Legal™ Decision
After the session, our Legacy Concierge™ provides a detailed summary of:
✔️Comprehensive Expertise: From foundational planning to complex strategies, we provide solutions tailored to your unique legacy goals.
✔️ Holistic Methodology: Our Legacy Engineering™ process addresses every aspect of legacy creation, from legal tools to family alignment.
✔️ Transparent Fees: We offer flat-fee pricing, agreed upon in advance, so you always know what to expect.rs.
✔️ Ongoing Support: Your plan will grow and adapt with your family, supported by our experienced team.
Take the Next Step in Building Your Legacy
Planning your legacy is one of the most meaningful steps you can take for your family. Let us help you create a plan that protects what matters most while inspiring future generations.
Contact Roots and Wings Legal
Protect Your Loved Ones and Your Assets 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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(925) 289-8990
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