Frequently Asked Questions

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1. What is Our Legacy Circle?

Our Legacy Circle™ is an attorney-aligned legacy and estate planning platform that combines structured document preparation, secure digital storage, and optional white-glove facilitation services.

We help individuals, families, leaders, and organizations prepare for the future with clarity, confidence, and order.

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2. What services do you provide?

We offer a complete set of services, including:

• Will and Trust Planning
• Durable Power of Attorney & Health Care Directives
• Legacy Planning (family history, values, individual reflections)
• Succession Planning for families, business owners, and leaders
• Attorney Review services
• Trust Funding Support
• The Legacy Vault – secure digital document storage
• Specialized packages for law enforcement, faith leaders, and families

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3. What is the Legacy Vault?

The Legacy Vault is a secure, encrypted digital repository designed to organize and protect your most important documents.

Categories include:

Legal – Estate planning, business documents, marriage/divorce records
Medical – Contacts, directives, medical history, medications
Financial – Assets, debts, insurance, beneficiary designations
Property – Real estate, vehicles, heirlooms
Digital – Online accounts, digital assets, cloud storage
Legacy – Family stories, photos, individual reflections

The goal is simple: when your family needs answers, everything is organized and accessible.

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4. Why do I need a will or trust?

A properly structured estate plan:

• Ensures your wishes are legally recognized
• Protects your loved ones from unnecessary court delays
• Reduces family disputes
• Provides financial understanding
• Preserves privacy (in the case of trusts)
• Avoids probate where applicable

Without a plan, state law determines what happens to your assets.

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5. What is the difference between a Will and a Trust?

Will
A legal document that directs how assets are distributed after death. Wills typically go through probate court.

Trust
A legal entity that holds and manages assets during your lifetime and after death. Trusts avoid probate, offer privacy, and provide structured asset management for beneficiaries.

During your Discovery Consultation, we determine which structure best fits your situation.

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6. How much does estate planning cost with Our Legacy Circle?

Our pricing is structured to address varying levels of need:

• Digital Estate Foundation – $395
• Will Packages – Starting at $695
• Trust Packages – Starting at $1,295
• Succession Planning – Custom pricing

Optional services, such as Attorney Review, Facilitated Planning, and Trust Funding Support, are available to enhance protection.

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7. What happens during the estate planning process?

Our process has been designed to be simple and effective:

1. Discovery Consultation – We assess your current level of protection.

2. Plan Design – We synchronize your goals with the appropriate structure.

3. Document Preparation & Review – Attorney-aligned drafting and optional legal review.

4. Signing & Execution – Proper completion and compliance.

5. Legacy Vault Activation – Secure organization and storage.

6. Ongoing Support – Updates and periodic review guidance.

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8. Is the Legacy Vault secure?

Yes. Security remains a top priority.

The Legacy Vault uses encryption systems and controlled access systems to protect your personal, financial, and legal information. Only designated persons receive authorized access.

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9. Can my family access my Legacy Vault after my passing?

Yes.

You designate trusted individuals who will receive secure access when appropriate. This prevents confusion and ensures essential documents are available without delay.

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10. What makes Our Legacy Circle different?

We go beyond document preparation.

We combine:

• Attorney-aligned estate planning
• Secure digital organization
• Structured family activation guidance
• White-glove facilitation options
• Specialized planning for law enforcement and faith leaders

We don’t just prepare documents. We help activate legacy.

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11. Do I need an attorney to work with Our Legacy Circle?

Our platform provides structured planning services, and licensed attorneys are available for document review and legal review when needed.

This approach delivers efficiency while maintaining legal integrity.

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12. How often should I update my estate plan?

We suggest reviewing your plan every 3–5 years or after any major life event, including:

• Marriage or divorce
• Birth or adoption
• Property acquisition
• Business formation
• Major financial change

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13. Can churches and organizations partner with Our Legacy Circle?

Yes.

We offer partnership programs for churches, nonprofits, professional associations, and agencies to provide access to estate planning for members, leaders, and employees.

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14. What if I already have a will or trust?

We offer Attorney Review and structured alignment services to make sure your existing documents remain current and properly funded.

Many clients discover their documents were never fully activated or aligned with their assets.

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15. How do I get started?

It begins with a complimentary Discovery Consultation.

During this session, we:

• Assess your current protection
• Identify possible gaps
• Clarify Will vs. Trust considerations
• Provide a clear next-step recommendation

No pressure. Just clarity.

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Ready to Protect What Matters Most?

Schedule your Free Legacy Discovery Consultation today and take the first step toward structured protection and generational clarity.

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Prepared families change generations.