EDISON FAMILY OFFICE SERVICES · PRESERVE
Legacy Planning
Planning for what you want to outlast you, not only what you own.
WHAT IT ACCOMPLISHES
Planning for what you want to outlast you, not only what you own.
Legacy planning goes beyond distributing assets. It asks what a family wants to preserve, from a business or a home to values and charitable commitments, and builds the legal and family structures that carry those intentions forward.
THE CONTINUITY MODEL · PRESERVE
Does your current plan reflect your goals, your family, and your legacy?
WHAT THE WORK TYPICALLY COVERS
- Multi-generational trust design
- Charitable and philanthropic planning
- Letters of intent and family values statements
- Coordination with the estate and business plans
GO DEEPER
- Estate PlanningCreate a plan that protects your assets, reflects your wishes and provides certainty for your family.
- Generational Wealth PlanningDevelop strategies for preserving, managing, and transferring wealth from one generation to the next.
WHO THIS IS FOR
People, not legal categories.
EDISON FAMILY OFFICE SERVICES
Coordinating the people who protect your legacy.
WHAT HAPPENS NEXT
You should never wonder what happens after you reach out.
- 01
A brief introductory conversation
A short call with our intake team to understand what is happening and what you are trying to accomplish.
- 02
Your planning consultation
A planning consultation with the attorney or advisor best suited to your situation.
- 03
Your options, explained
A clear explanation of the options available to you and our recommended path forward.
- 04
Scope, fees, and a start
If we’re the right fit, we outline the scope of work, discuss fees, and begin implementation.
NOT READY TO TALK YET?
Learn first. Education builds trust.
STAY CONNECTED
Subscribe to Edison Insights
Planning updates and new articles, written to help you make better decisions. If you follow Edison for six months without becoming a client, you should still feel better informed than when you started.
NEXT STEP
Planning for what you want to outlast you, not only what you own.
Every family, every business, and every generation will face defining moments. Whether you’re planning ahead or responding to an unexpected challenge, we’re here to help you move forward with confidence.