We Guide Our Clients to a Successful Legacy Plan

With our time-tested process, Legacy Planning from the Heart ™, families are validated, educated and motivated to author a legacy plan which reflects their shared core values. We simplify legacy planning issues to make planning understandable, effective, enlightening and exciting!

planningWe bring clarity to an uncertain process.

Death, taxes and estate planning can be difficult subjects for families to discuss.  Many individuals feel overwhelmed by the complexity of traditional estate planning methods.  They fail to plan adequately or make decisions which create an added burden for family members.
Pratt Legacy Advisors believes that planning a legacy involves more than just updating your wills and minimizing taxes. A good legacy plan goes beyond conventional estate planning.  It comes from knowing your values, living your values, and planning from your values.

We’ve developed a unique process called Legacy Planning from the Heart ™ that will guide you to confident decisions.  Your family is validated, educated and motivated to author a legacy plan which reflects your shared core values.

We make the legacy planning process understandable.  We listen to planning2you and propose solutions that are based on your goals and values and those of your family – solutions that effectively preserve and multiply your wealth during periods of transition. We make legacy planning understandable, effective, enlightening and exciting!

Envision The future.

We strive to build life-long relationships with you based on trust and integrity, and we encourage participation from your extended family members. Your legacy plan will reflect a lifetime of effort, pass on important values to your children and grandchildren, and magnify your philanthropic goals.

Start Planning Your Legacy.

  • Watch our Legacy Planning from the Heart ™ overview to learn more about the principles, process and benefit that values-based legacy planning offers you and your family.
  • Take our brief online assessment to determine if there are gaps in your legacy planning.
  • Contact Pratt Legacy Advisors today to schedule an appointment or sign up for one of our upcoming events.