The Ambassador Advisors Family Legacy Journey is a unique process that, when completed, enables you to leave your children a “message of caring” to provide them essential guidance in handling your affairs after you are no longer able.
The Journey Process
1 Family Legacy Seminar
Knowledge is the first step in any good legacy plan. Our informative presentation shares the value of involving your family in the Family Legacy Journey. Contact us for a location nearest you.
2 Family Legacy Online Survey
Once you are ready to move forward, you are invited to use our confidential form to input key information about your legacy plans. The survey results are compiled into a RoadMap that can be used to guide your family members.
3 Family Legacy Notebook
Ambassador Advisors will create your notebook and provide critical feedback, if needed. Your Notebook is yours to keep and share with your family members. We recommend that you store it in a safe place, along with other important legal documents, such as your Will and Power of Attorney.
4 Family Legacy Analysis & Recommendations
Once you’ve received your Notebook, further analysis and recommendations may be desired. An additional meeting can assist you in delving deeper into area of your legacy that might concern you or where careful and insightful planning might enhance your Notebook.