Communicate Your Legacy

leafplanner helped us address ‘severance’ plans for my parents' 25+ year household employees who had no previous retirement plans from the family.

I realized, during the leafplanner process, that I had failed to provide detailed insights about meeting estate tax liability.

We were able to communicate specific instructions for our inheritable vacation club to our kids so they didn't have to forfeit the family membership.

When I began entering in info for our properties, I discovered they were titled in our personal names rather than in the appropriate revocable trusts. leafplanner helped save an unnecessary trip to Probate Court.

Thanks so much for the insight and assistance! leafplanner is an amazing tool. I really appreciate having access to it.

We are starting to input data into leafplanner. I found it to be very helpful in organizing everything, and I am glad we have the software. I don’t know how anyone or any estate could exist without it!

There's no way I would have considered or prepared for a transfer of frequent flier miles.

It's the little details that came to surface that I'm grateful for during the process. For example, while completing our family leafplan, we discovered that we had incomplete records for a collection. It could have proved very difficult to prove basis if this wasn't addressed.