Peak Trust Company’s proprietary Family Legacy Planning program is designed to help families define goals for their wealth, identify core family values, and groom heirs to be guardians of both wealth and values.
This program allows families to see their legacies unfold, while all family members are around to appreciate it and be part of the process. We make all the legal, accounting, and tax work required for estate planning meaningful by helping families acknowledge the connection between wealth and purpose.
Peak Trust Company assists families who participate in the Family Legacy Planning program, to develop and implement the following:
- Family mission statement
- Family constitution
- Video interviews and story capture
- Checklist of distribution scenarios with recorded decisions on each
- Letter of intent from the legacy provider
Download Family Legacy Planning Program