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For Clients

Our Legacy Circle™ Client Care Program

Your solution to make sure your plan works in an ever-changing world

The one thing that is certain is change. Your estate plan must be responsive to the ever-changing dynamics of the world. You need to anticipate and accommodate change through prudent monitoring and flexibility. The other thing that is certain is our commitment to you having a solution that works in an ever-changing world. That is why we developed a powerful and affordable program to protect your estate plan: Our Legacy Circle™ Client Care Program.  If you’re family or financial condition changes, prompting changes to your plan, Our Legacy Circle™ Client Care Program will help you keep your plan current.

Our Legacy Circle™ LegalVault

Members of Our Legacy Circle™ Client Care Program have secure  internet access to, and control of, their Family Wealth Solution Tools through their LegalVault.

Upcoming Private Client & Public Events

Come back soon to learn more about our upcoming events!

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Sign up to receive our quarterly Newsletter and announcements of upcoming workshops, click here to sign up.



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28059 U.S. Highway 19 North, Suite 101, Clearwater, FL 33761-2633
| Phone: 727-712-1710 | 800-478-2802

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