Apex Legacy Consultants
We work directly with families–and we find many of our clients through word-of-mouth. Once people “get” what we do, they want to share Apex with others! There's a misconception out there that estate/legacy planning is for families with very high net worth–or just for people approaching or in retirement. But the vast majority of our clients are “normal” families, with average homes and estates, who want to make the biggest difference they can. And the earlier they start those conversations, the better! A good legacy plan will grow with you and your estate…so we can help you set a solid foundation now and then revisit your plan to make tweaks as your family or situation changes.
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Sentiment Analysis
They take the time to know you and your situation and based on that information they walk you thru all the options.
My husband and I worked with Christy to create both a will and legacy plan and we are thrilled with how the process went!
They are astute problem solvers and excited about helping individuals and families make a philanthropic impact.
The questions they asked prompted us to have important conversations and explanations they gave regarding our options were clear and extremely helpful.
We found the experience of having Apex help us examine different options and ideas for our estate to be very helpful.
As an estate planning attorney myself, I assisted others with this process but never took the time to complete my own or to have the difficult conversations with my spouse.
I trust and respect the information Christy brings to a legacy giving program and would not hesitate to recommend Apex to anyone.
The process was extremely well organized to help me think through how my affairs and lasting legacy will be managed when I am gone and in a way that will be easy for my family.
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