Estate & Family Readiness Coordination. Provided and coordinated by Legacy Wise Advisors, Inc. Use this initial intake to tell us about your family, financial goals, preparedness concerns and documents you may need to organize. Do not submit Social Security numbers, full account numbers, passwords, tax returns, medical records or other sensitive documents in this initial form.
Legacy Wise Advisors, Inc. is not a law firm and does not provide legal advice or draft legal documents. Legal services are provided separately by participating attorneys licensed in the applicable jurisdiction or by an attorney of the client’s choice. Fusco Insurance handles its licensed insurance scope under a separate engagement. Prestige Tax Group handles its tax and accounting scope under a separate engagement. Insurance, tax, securities and other regulated services require separate review and engagement with the appropriate provider.
