Usage Disclaimer: The following toolset is provided as a courtesy for Legacy donors, beneficiaries, and Advisors. No Data entered within this application is stored or transmitted to Legacy or any other third parties. These are workflow driven tools which will produce PDFs for your use. If you make a mistake, or wish to revise the output, simply start over with a fresh copy. Foundation for Legacy Planning, Inc. does not provide Tax, Legal, or Financial advice, and the use of this toolset does not constitute any of these types of relationships. If your Estate, Assets, or final wishes are complex, we recommend that you seek competent professional advice.
