Service Description

The Introductory Consultation is a complimentary, no-obligation meeting designed to help individuals and families better understand their current level of legacy preparedness. During this personalized consultation, a KJPTA Legacy Specialist will review your goals, discuss your concerns, and help identify potential gaps in your current organization, documentation, and family preparedness planning. This consultation provides an opportunity to explore how well your important information, assets, documents, contacts, and family instructions are organized and whether your loved ones would know what to do if an unexpected event occurred. We will introduce the KJPTA Legacy Blueprint System™, explain the benefits of the Legacy Binder, discuss probate-awareness concepts, and provide educational guidance tailored to your situation. The purpose of the consultation is not to provide legal or financial advice, but rather to help you gain clarity, understand your options, and determine the next steps toward creating a more organized and protected legacy for yourself and your family.