Helping you Leave a Legacy

Black, Hispanic, and Native American families have left trillions of dollars in money and property to banks.

 

According to a 2022 Consumer Reports survey, this is because most adults in minority communities do not have a will or trust account. There are many reasons for this discrepancy, including the lack of knowledge transfer. 

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Our company's goal is to share knowledge with communities and to help families access documents needed to keep wealth in their family for generations.