Legacy Package

The Legacy Package grants you access to software that makes creating your legacy plan simple - allowing you to create a trust at your own pace from the comfort of your home and with the assistance of a licensed attorney. With access to the document builder, you are fully empowered to draft your documents by completing a thorough questionnaire, which includes brief explanations along the way to help you make your decisions.

An empty trust does nothing; a standalone policy is vulnerable.

Forming a trust is the first step of the Legacy Planning process. Once you have your official documents, we work with you to fund your trust using cash-value life insurance, which is a powerful way to create your own bank while protecting your family from financial hardship in worst case scenarios.

  • Access easy-to-use and self-paced software to create/edit your documents.

  • Log in and view your documents at anytime. Feel free to edit or reprint your documents at any time. (Your children won’t be digging through closets and old mattresses to find their inheritance.)

  • A private, bulletproof vault for your business and personal assets. You retain total control of everything inside it while you're here, but if life hits you fast, it instantly passes your wealth to your family. Most importantly, it keeps the state and the public probate court completely out of your family’s business.

  • Designate a trusted person to step in and run your company’s daily operations, access accounts, and handle your finances if you’re ever temporarily sidelined by an illness or injury. A POA ensures your revenue and your brand don't freeze just because you had a medical emergency.

  • While the POA protects your business and money, a Healthcare Directive protects you. It lets you lay out your exact medical wishes and appoint someone to make healthcare decisions for you if you're ever unable to speak for yourself. It gives your family absolute clarity and removes the guesswork during an emotional, high-stress time.

  • If you buy a new business asset, vehicle, or piece of property down the road but forget to officially transfer it into your trust, this document automatically catches it. It tells the court to take those forgotten assets and "pour" them right into your private trust so your family inherits them seamlessly.

  • While the software empowers you to confidently create your documents yourself, consulting an attorney is always recommended when it comes to finalizing your decisions. An initial consultation occurs before you begin, followed by a legal review of your completed work by a licensed estate attorney in your state.

  • Trust funding is one of our main goals, and we do this using life insurance. This calculator gives you personalized, professional-grade life insurance recommendations specific to your situation.

  • A brief questionnaire highlighting your liquidity needs, current document status, and key planning goals.

  • Things change, we get it. This is why we check-in with you every year to see how different your needs may be. Got married? Successor Trustee pass away? Need insurance on your new little one? We are here to make sure your legacy plan stays up-to-date.

What’s Included?

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The Steps

01
Assess your needs

Using the Estate Health Check, Life Insurance Calculator, and information gathered from your Initial Consultation with an attorney, we will uncover the depths of your needs.

02
Create your Documents

You will be invited to create an account where you will complete the questionnaire to design your full legacy plan - Trust, Will, and POA. Once complete, we’ll schedule an attorney to review and analyze your documents based on the needs you expressed.

03
Trust Funding

Once your trust is created, we will help you fund your trust with life insurance to solidify your full legacy plan. You will also receive a guide on how to fund your trust with your existing assets.

We check-in with you every year to make sure your legacy plan reflects your current wishes as time goes on.

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How to Create a Trust Fund Baby

You don’t have to be a tech billionaire or inherit a corporate monopoly to give your kids an unfair advantage in life. You just need a strategy that works while you sleep.

Frequently Asked Questions

  • A Will is like a letter to the public probate court—it outlines your wishes, but the court still has to step in, freeze your business assets, and manage the process, which can take months and cost your family thousands. A Revocable Living Trust is a private vault that takes effect the moment you sign it. It keeps the state completely out of your family’s business and passes your wealth to your kids instantly without any court interference.

  • A Power of Attorney (POA) is your business continuity shield. It officially designates a trusted person to step in and run your company’s daily operations, access bank accounts, and handle your finances if you’re ever temporarily sidelined by a medical emergency. Without it, your business revenue and brand can freeze completely while you’re in the hospital.

  • As an entrepreneur, the earlier you start legacy planning, the better. Waiting is an expensive gamble. The good thing about working with us is that we are always growing with you, making sure your plan is reflective of your desires as your business grows and your needs change.

  • No, we are legacy planners, not attorneys. We operate as a central "web" to make the planning process smooth and accessible. We use specialized software to help you design and draft your framework, and your HaveLife Legacy Package includes consultations with independent, licensed estate planning attorneys who review and finalize your documents under strict state guidelines.

  • Relying entirely on a 9-to-5 policy is a risky move for a scaling entrepreneur. First, if you leave that role or lose that contract, your protection disappears instantly. Second, work policies rarely build cash value and can almost never be used to fund a personal family trust. You need an independent financial fortress that belongs strictly to you and your bloodline, completely detached from anyone else’s payroll.

If you’re ready to get organized and need help doing so, click the button below and let’s schedule some time to talk.

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