Pass it on
Pass it on the way the wealthy do.
Legacy plans your estate, trusts and the family bank, so what you build keeps compounding for the next generation.
Sample plan for the Harper family · illustrative only
Plan score (Sample)
Net worth, growing (Sample)
Next best step (Sample)
Ask your AI planner (Sample)
How do I pass this on without losing most of it?
Your legacy plan uses a trust structure and the family bank concept. Here’s the order to put it in place.
What it does for you
Estate and trusts
Structured the way the wealthy pass on wealth, explained in plain words.
The family bank
Keep money working inside the family instead of leaving it to outside lenders.
Built to last for generations
A plan meant to outlast you, not just get you to retirement.
Common questions
Do I need to be wealthy already?
No. This is the same thinking the wealthy use, made personal for normal people, not just the rich.
What’s the family bank?
A strategy that keeps money compounding inside the family, as one tool your plan may use.
When can I start?
Plans become available January 1. You can reserve your spot now.