Legacy Concierge works with you to locate and secure your assets to ensures that your wishes are respected and that your loved ones are protected. It is never too early to begin planning for life’s uncertainties.
Protect all of your wealth categories by organizing all financial accounts, or accounts that can provide your beneficiaries wealth after death. Protect each account by its custodian, and keep certain accounts hidden from others. Define how we are to manage each account to meet your needs.