Unlocking The Legacy COde
Unlock the Legacy Code™
Get Clarity.
Take Action.
Leave a Legacy.
Unlock the Legacy Code™ Get Clarity. Take Action. Leave a Legacy.
The Legacy Code Blueprint: $997
The 4-week Unlocking the Legacy Code™ curriculum, which covers:
Guided legacy, asset, and protection assessments
Document and information organization
Business continuity planning
Family communication and emergency planning
Implementation checklists
Plus a one-hour session with Jessica to create your personalized Legacy Action Plan, including a review of your beneficiary and ownership information.
Disclaimer: Unlock the Legacy Code™ is a wealth preservation education and coaching program. It does not provide legal, tax, accounting, or financial advice, and participation does not create an attorney-client or advisor-client relationship. Participants should consult their own attorney, CPA, or financial advisor regarding their specific situation.
The Legacy Code Vault: $2,997
Everything in the Blueprint, plus:
Weekly 30-minute coaching sessions with Jessica (12 sessions)
Private document and information organization guidance
Asset and ownership mapping
Business continuity and succession guidance
Family legacy meeting preparation
A customized Legacy Protection Roadmap
Priority support throughout the 12-week program
Disclaimer: Unlock the Legacy Code™ is a wealth preservation education and coaching program. It does not provide legal, tax, accounting, or financial advice, and participation does not create an attorney-client or advisor-client relationship. Participants should consult their own attorney, CPA, or financial advisor regarding their specific situation.