Essential Concierge Service

Essential Plan
At LegacyPoints Advisors, our Essential Plan helps you set a firm foundation for your financial future. We provide quick, personalized guidance, a concise estate roadmap, and short-term follow-up—giving you clarity and confidence to protect what matters most.

• Ideal For: Those who want straightforward estate and financial basics without the overwhelm.

• What You Get:

  • An initial consultation to clarify your goals and risks.

  • A focused plan for asset protection, beneficiaries, and basic tax considerations.

  • Seven days of follow-up to refine and finalize everything.