Six live group sessions with Loral Langemeier and Bonnie Faucett. Dates are TBD, and you help us decide. You leave with your legacy in one place and a family who knows how to access it.
You built the wealth, structured it, and protected it. What’s missing is the part no document covers: where it all is, who decides what, and why you built it in the first place.
Over six weeks, on dates you help us decide, Loral and Bonnie guide you through developing, capturing, and organizing all of it.
Your money will transfer. Your legacy won’t, not on its own.
A filing cabinet, three logins, an advisor’s inbox, and your memory. The people who will need it most have never seen any of it.
The documents move the assets. Nothing tells your family why you built it, how you want it used, or what to do first.
The reason it doesn’t happen isn’t cost or complexity. Nothing forces a finish date. So we built one: six weeks, six pieces, one finish line.
Loral’s work has never stopped at the first generation, because building wealth is only worth what gets passed down. She teaches clients how to make money, keep it, and invest it wisely, building foundations for generational wealth with the tools they need at Integrated Wealth Systems.
Bonnie has helped families put their estate plans in order and overseen the drafting of thousands of estate plans. She created Legacy Architects software to help families make sure their legacy passes down intact, instead of in pieces.
What the money is meant to do, what it should never do, and who it’s for, in writing.
A complete asset and account map in your vault, plus a guide for your first family conversation.
No session, by design. The first real family conversation, guided by the script from Week 2.
A gap list: assets unfunded, beneficiaries out of date, entities and assets that don’t line up.
Named roles (trustee, executor, powers of attorney, medical agents, business successors, and guardians of your kids) and the reasoning behind each.
A recorded or written message to your family, stored with everything else.
Your vault built, your access plan set, and the rhythm that keeps it current. Then go spend time with the people you just did all of this for.
Available only through Tuesday, October 13, the closing day of The Big Table in Fort Worth. Limited to 20 families.
Enroll nowChoose your ongoing Legacy Family Edition plan when you enroll. It begins January 1, 2027.
$564 a year
$41/mo, saves $67 a year
$39/mo, saves $295 over three years
Every session is recorded and available to all enrollees.
Good. This series doesn’t replace your estate planning documents. It captures everything around them: inventory, access, roles, and the reasoning your family will need to use your plan well.
Not a problem. You still need to do that, and you need this series too, to capture everything your estate plan can’t.
Your online vault stays live on the Legacy Family Edition plan you chose at enrollment, beginning January 1, 2027.
You can cancel Legacy Family Edition anytime before your next payment date. All payments are non-refundable.
No. See the disclaimer below.
Six live sessions, every one recorded, and a vault your family can actually use.
Enroll for $1,297