L E G A C Y
Roseville, CA info@legacypnp.ltd

Office Address

  • 2775 Cottage Way Suite 12 Sacramento CA, 95825
  • info@legacypnp.ltd
  • (1) 916-541-6242

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Family Legacy Planning

At Legacy Planning & Preservation, Ltd., we believe that preserving your family’s history and protecting its future is one of the most important investments you can make. Our Family Legacy Planning Services provide you with the tools, resources, and expertise to create a comprehensive legacy plan tailored to your family’s unique needs.

Creating a legacy plan involves more than financial planning. We work with you to build a holistic approach that encompasses your family’s financial security, legal protections, and the preservation of historical and cultural assets.

We work with you to create a plan of action that safeguards your family’s legacy and ensures that your values, stories, and assets are preserved for generations to come.

Strategic Legacy Plans

Life Insurance, Annuities, and Retirement Planning: We provide the tools and resources to help you plan for your family’s financial future, including expert guidance on choosing the right life insurance policies, annuities, and retirement options.

  • Wills, Trusts, and Health Directives: Ensuring that your wishes are honored requires careful legal planning. We work with licensed estate attorneys to help you develop a will, establish a trust, and create health directives that protect your family’s interests and provide peace of mind.

Heirloom Preservation

Your family’s history isn’t just written in documents; it’s reflected in the artifacts, heirlooms, and stories passed down through generations. We help you identify your family heirlooms and provide guidance on how to preserve and protect them for future generations.

  • Heirloom Identification: We assist you in identifying items of significance, whether they are photographs, letters, or valuable objects.

  • Preservation and Protection: Our experts provide you with strategies to store and protect heirlooms to ensure their longevity.

Digitize Records and Photos

In today’s digital age, it’s easier than ever to preserve and share your family’s history. We offer professional digitization services to convert your family records, photos, and documents into digital formats that are safe, accessible, and easy to organize.

  • Digital Conversion: We scan and convert fragile documents, photos, and records into high-resolution digital files.

  • Storage Solutions: We provide secure digital storage options to ensure that your family’s history is easily accessible and protected from loss or damage.

Genealogy Research

Your family’s legacy is rooted in its history. Our genealogy services help you uncover and document your family’s past, connecting you with the stories and ancestors that have shaped who you are today.

  • Family Tree Development: We help you build a detailed and accurate family tree, tracing your family’s lineage.

  • Historical Research: Our team conducts in-depth research to uncover historical records, stories, and artifacts that bring your family’s history to life.

Start Building Your Family Legacy Today

 

We understand that each family’s legacy is unique, which is why we offer a comprehensive suite of services designed to protect your history, secure your financial future, and preserve your family’s story for generations to come.

Let Legacy Planning & Preservation help you create a lasting legacy. Contact us today to get started on your family legacy plan!

How it works

  1. 1. Book a consult

    During the call we get clear on your goals and objectives. We determine what systems will work best based on your goals and objectives; then we’ll tailor a plan to fit your unique requirements.

  1. 2. Receive an Estimate

    We review the type of item and the number of items you have and require digitization and or restoration, providing a quote for time and product needed to complete the project. 

     

  1. 3. Schedule Services

    Once you’ve reviewed your estimate and decided to move forward, our team will work with you to schedule the services at a time that’s convenient for you. We’ll coordinate all logistics and provide clear instructions to ensure a seamless experience.

  1. 4. Sit Back & Relax

    On the scheduled date, we perform the agreed-upon services with precision and care. Whether it’s digitizing family photos, organizing physical records, or creating digital archives, we’ll execute the process efficiently and effectively, preserving your family history for generations to come.

BOOK FREE CONSULTATION NOW
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