THE LEGACY PLAN: 90-DAY COMPREHENSIVE SUCCESSSION AND CONFLICT RESOLUTION

Secure Your Family’s Legacy. Achieve Final, Enforceable Peace.

You are ready for the final step. The Legacy Plan is the definitive 90-day framework for high-achieving parents who demand total control over their family’s financial future, their children’s inheritance, and their final legal agreement.


The Legacy Plan moves beyond crisis management and mere agreement—it creates an unbreakable legal foundation for the next generation. If you have significant assets, high visibility, and require a single, comprehensive solution that blends conflict resolution with financial planning, this is your complete finalization process.

This Plan is Essential For You If:
  • You require a finalized, executed legal document (Postnup, Separation, or Divorce Settlement) that is professionally structured and ready to file.
  • Your highest priority is establishing a secure financial future for your children, regardless of the marital outcome (Legacy Planning).
  • You need intensive, long-term coaching (36 sessions) to ensure both parties transition smoothly and ethically.

The Comprehensive Family Business Plan (Final)

We replace all remaining uncertainty with a robust, enforceable legal structure.

This document is your written contract for the future of your family. It defines the new emotional, logistical, and financial framework, ready to be executed as a Postnuptial or Settlement Agreement.

36 Transformative Sessions

Intensive joint mediation, trauma-informed coaching, and dedicated time for financial mediation (Asset Protection & Valuation).


held accountable by a neutral party.
Total Transformation. Provides the sustained support necessary to navigate complex emotional and financial division with high discretion.




Final Legal Structuring Document

Full drafting and execution of your definitive legal document.
(Base cost of Estate Plan Documents is not included)




. Ensures both parties are heard and held accountable by a neutral party.
Enforceable Peace. You leave with a finalized, signed document ready to secure your new life structure.




Comprehensive Financial Roadmap

Finalized financial disclosure, detailed asset allocation, and strategic recommendations for protecting high-net-worth assets.



. Ensures both parties are heard and held accountable by a neutral party.
Maximum Asset Protection. Minimizes risk of future litigation over ambiguous financial terms.



Legacy Protection Blueprint

Inclusion of the Family Estate Planning Blueprint—the initial strategy for updating Wills, Trusts, and Guardianship plans to secure your children’s inheritance and trust funds.




. Ensures both parties are heard and held accountable by a neutral party.
Future-Proofing. Ensures your entire legal legacy aligns with the new family structure.


Stop Waiting to Make a Difference. Start Building Your Legacy.

The cost of delaying the final, definitive agreement far exceeds the investment in this plan. Secure the peace, financial clarity, and emotional maturity your family deserves.
Ready to finalize your comprehensive family structure?






Or, if you are unsure, schedule a $350 Strategy Session to determine if The Clarity Plan is right for you.