Legacy Planning

Wherever you are in your journey, we provide resources and support to help you plan your present, as well as your future, so you and your family can feel secure.

What is legacy planning?

It simply means making sure your loved ones know your wishes, and how much you care about them.

This includes things such as living will, medical power of attorney, medical care directives, and wills and trusts. The State of Arizona and Nevada provide Life Care Planning Packets that can guide you through many of these important steps.

Memory preservation

Creating a legacy means sharing stories, history, and memories for your family to enjoy even after you’re gone. You can still be there for important family milestones by writing letters, leaving video or audio messages for loved ones, and even keeping a journal to share your life experiences.