KJPTA Legacy Foundation Package

Build the core. Recommended for a readiness score of 50 to 79 percent.

For families who have some documents but lack a centralized system or clear instructions. Creates the core Legacy Blueprint, organizing primary assets and documents.

• Everything in Legacy Starter

• Unlimited document storage

• Full asset and account tracker

• Family instructions module

• One Legacy Readiness consultation

• Personalized Legacy Blueprint report

• Priority email and phone support