The Legacy Ink Method

Your legacy deserves more than a to-do list. It deserves a guided, intentional experience.

Here’s how we take you from first conversation to a finished heirloom of clarity, confidence, and care.

  • We’ll talk about your goals, priorities, and the legacy you want to protect. You’ll leave knowing exactly what we’ll create together.

  • You’ll receive a curated guide and secure access to your private client portal. This is where you’ll upload documents, answer prompts, and share stories.

  • We collect and organize your materials—from official records to heartfelt letters—so nothing important gets left behind.

  • Our team assembles, designs, and secures your Legacy Binder or Heir Kit, ensuring it’s both functional and beautiful.

  • Together, we’ll walk through your completed binder to confirm accuracy, clarity, and that every page reflects your voice and vision.

  • Your final binder or kit arrives, ready to be kept, shared, or stored in your chosen safe place.

What to Prepare

You don’t have to walk in with everything figured out, that’s what we’re here for. Think of this as a preview of the pieces we’ll help you gather, organize, and preserve during our work together.

No pressure, no rush. If you can’t find something, we’ll show you exactly how to locate it or create it from scratch. Our role is to make sure every page of your Legacy Binder tells your story completely and beautifully.

What to Know before You Ink

We want your Legacy Ink experience to feel seamless, stress-free, and deeply personal. Here’s what to know before we begin:

  • We’re your guide, not your lawyer.
    We don’t draft legal documents or offer legal advice, but we make sure you walk into your attorney’s office prepared, organized, and confident.

  • It’s a partnership.
    Your insight and timely responses keep your project moving smoothly. We’ll be in touch at each stage so you always know what’s next.

  • Your privacy is sacred.
    Every file and conversation is handled through secure, encrypted systems. Your information is yours alone.

  • Customization takes care and time.
    Each Legacy Binder is individually curated and hand-assembled. Standard timelines average 6–8 weeks, but expedited options are available if you need yours sooner.

  • We meet you where you are.
    Whether you arrive with every document ready or no idea where to start, we’ll walk you through the process step by step.