iFW Advanced Planning Modules™
Family Legacy Suite™
Six advanced planning tools designed to help families identify risks, prepare for major life events, coordinate important conversations, and build a comprehensive legacy strategy beyond their legal documents.
The six modules
Where the Family Decision Center™ helps you decide who to choose, the Family Legacy Suite™ helps you decide what to do next.
Build a complete family legacy plan, not just a document.
Start with your Readiness Score →The Family Legacy Suite provides free educational planning tools, not legal, tax, financial, or medical advice. Use them to get organized and prioritize, then confirm specifics with qualified professionals and finalize them in your iFinallyWill™ plan.
Auto-sync across modules, your plan & advisor dashboard, coming soon
Auto-sync across modules, your plan & advisor dashboard, coming soon