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The Family Estate & Legacy Documents
& Knowledge Builder™

We will construct the legal documents necessary to create your Family Estate & Legacy Custom Design Plan™ using up-to-the-minute legal and tax knowledge base system.

We will review and explain the elements of your plan. Typically, flowcharts are used so you can better understand how your Family Estate & Legacy Plan™ components work together to achieve your goals. Once the plan documents are tailored to your satisfaction, you sign the documents.




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The Family Estate & Legacy Solution, 9100 College Pointe Court, Fort Myers, FL 33919 • tel: 239.334.1141 • fax: 239.334.3965 • email: info@familylegacysolution.com
© Copyright 2008, All rights reserved. Family Legacy Media, LLC.

Disclaimer: The information contained on this site shall not be construed as legal advice, as the information is general in nature and is not specific to any individual client or jurisdiction. No attorney/client relationship shall be established in the use of this site.While every effort is made to keep the information up to date, there is no warranty, expressed or implied, that the information contained herein is current. One should always consult with his or her own qualified estate planning attorney before acting on any legal or tax matter.