Introductory Meeting

One hour, no charge, no obligation program review in person or over Zoom. We work together to determine how Legacy North can serve your family’s unique needs.

Meeting 1

Sign the confidentiality and facilitator agreements

Engage in the six Legacy North conversations

Begin gathering personal, legal and financial information

Review Key Contact and Essential Document Directory

Assign client homework for next meeting and set next appointment

Meeting 2

Complete documentation of personal, legal and financial information

Complete Key Contact and Essential Document Directory

Review the Property List Directory

Discuss tax, legal, insurance and financial advisors

Assign client homework for next meeting and set next appointment

Meeting 3

Review all information gathered for the program binder

Complete Property List Directory

Document any missing information or remaining client input

Gather copies of essential documents for the program binder

Set up meeting with family members to review completed program

Meeting 4

Family meeting to review completed program and receive all collected information in whatever medium (print, digital) that works best for each individual in the family.

Review the Care Facility Checklist (if needed)

For a more in-depth review of what the Legacy North program has to offer and how it benefits your family, contact us to set up a free introductory meeting.