BUSINESS & LEGACY PLANNING
Stop Waiting & Protect
What You Have Built.
Not because it’s fun. Not because it’s urgent. But because it matters.
Estate planning isn’t about predicting the future. It’s about making sure your
family isn’t left to untangle it.
Without a plan, the law steps in—and the law doesn’t know what you wanted, what your kids need, or how hard you worked to build what you have.
That’s not just risky. It’s unnecessary.
We make the process clear, efficient, and—above all—personal. Because planning ahead is one of the most lasting gifts you can give the people you love.
Let’s take care of it now—so they don’t have to later.
What We Do
At MT Legacy Planning, we help families and business owners create personalized estate and succession plans that protect their loved ones, preserve their businesses, and safeguard their legacy for future generations.
We don’t believe in one-size-fits-all documents. We believe in education. That means taking the time to understand what matters most to you—and giving you the tools and guidance to make informed decisions. Whether you're planning for your kids, your aging parents, or the future of your company, we help you build a plan that works for your life, not someone else’s template.
Our process is designed to minimize conflict, reduce uncertainty, and give your family the clarity they’ll need when the time comes. You’ll walk away with more than just documents—you’ll have a plan built to protect your people, your values, and everything you’ve worked hard to build.
How We Work
Our planning process is designed to be thoughtful, personal, and entirely focused on what matters most to you.
It begins with a two-hour Family Wealth Planning Session. Before we meet, you will complete a confidential questionnaire that helps us understand your goals, concerns, and the assets you’ve worked hard to build. This session is complimentary when the questionnaire is completed in advance.
During the meeting, we will walk you through exactly what would happen to your assets, and to the people you love, if something happened to you. That includes who would be in charge, whether your current plan creates risk or confusion, and how your legacy would unfold under the law as it stands today.
We will also address important questions like:
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Who would make decisions for you if you could not?
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What would happen to your children, and who would raise them?
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Are there tax or liability risks that need to be addressed?
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Do your current documents reflect your wishes, or do they leave room for conflict?
Once we have clearly mapped out your situation together, we will show you what planning strategies are available to address the issues that matter to you. You will leave the session fully informed, with clarity on your current plan, and real options for moving forward.
If you decide to proceed, we will design and deliver a complete estate plan that reflects your values, solves the right problems, and brings real peace of mind. Within a few weeks, your plan is drafted, reviewed, and signed, including legal guardianship documents for your children and all the protections your family and your business needs.
How To Start
Whether you’re ready to move forward with planning or just want to learn more, we make it easy to take the next step.
Option 1: Schedule Your Planning Session
If you're ready to get your estate planning handled, you can schedule your Family Wealth Planning Session now. This two-hour session is free when you complete our confidential questionnaire in advance—and it will give you a complete, personalized overview of where things stand and what needs to be done.
Option 2: Get Educated
Start by watching our free on-demand webinar. It walks you through the biggest estate planning mistakes people make, what really happens if you don’t plan, and how to protect your family and your legacy the right way.
Whichever option you choose, you will be one step closer to protecting what matters most, with clarity, confidence, and a plan that works.