The Generational Wealth Protection Plan is a preventative maintenance program for your estate plan. This innovative solution addresses the uncertainty of who is responsible for keeping your estate plan updated. The Generational Wealth Protect Plan creates a structured ongoing relationship between you and us, in which we share that responsibility.

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By working closely together, we can ensure that your estate plan stays current so that when your family needs it, it works the way you intended. The keys to successful estate plan maintenance are communication and collaboration. That’s the foundation of The Generational Wealth Protection Plan.

Our system provides a structure with clear expectations of who needs to do what and when they need to do it. It takes the guesswork out of how to keep your estate plan in optimal shape. The Teamwork Members of The Generational Wealth Protection Plan will appreciate that, as things change, their plan needs to change, too. This fosters a close professional relationship to help you with your generational wealth planning.