Legacy Planning Services
Business Proposal

Pre-written by estate and financial planning experts, ready to tailor to each client and save hours of drafting time.

Expert tone, client-friendly language

Ready for customization and edits

Saves drafting and review time

Compliance-aware phrasing included

Layout organizes issues, solution, team, timeline, and fees so decision-makers get clarity in under a minute.

Problem, solution, team, timeline

Priority points up front

Designed for quick executive review

Fits into client meeting agendas

Clean typography, clear hierarchy, and reserved white space make complex legal and financial points readable and persuasive.

Professional, minimalist visual style

Hierarchy highlights client benefits

Printable and mobile-friendly format

Visual cues for decision points

Includes a filled example for an estate-and-succession scenario that shows tone, data placement, and advisor roles for similar clients.

Sample trusts and succession language

Example fee and timeline section

Shows advisor collaboration flow

Adaptable to family office cases

Designed to produce a polished proposal in minutes so advisors can respond quickly after client discovery meetings.

Fill-in fields accelerate production

Modular sections for quick swaps

Reduces back-and-forth revisions

Use as meeting leave-behind

Fully editable in MS Word and Google Docs for offline edits and real-time collaboration with clients and partners.

Word and Docs friendly formatting

Styles and templates pre-built

Easy collaborative commenting enabled

Export-ready for PDF distribution

Works as a concise leave-behind that mirrors pitch deck messaging and reinforces core financial and legal recommendations.

Aligns with deck headlines

Use as post-meeting summary

Supports slide-to-one-page flow

Printable handout for meetings

Optional section templates for fee outlines, hourly billing examples, projected admin costs, and high-level ROI or estate preservation notes.

Fee structure example included

Hourly billing and retainer sample

High-level cost versus benefit view

Space for trustee and admin fees

Easy to brand with logo, colors, and advisor bios so proposals feel personalized and client-trusted from first glance.

Logo and color customization ready

Client-centric language throughout

Advisor bio slot for credibility

Tailored call-to-action for clients