The LifeSpan™ Planning Process
An Alternative Estate Planning Delivery System
A family controlled, proactive planning system,
delivered and supported by trusted personal advisors
and an informal network of resource and planning partners
available to provide appropriate assistance.
Plans developed are trust-based, custom-designed,
properly funded, and continuously maintained to protect
against life risks faced by clients and their loved ones.
The System consists of a seven stage Wisdom W™ Process
implemented by a Three Step Strategy™ to create and
maintain Plans That Work.