LISTEN TO OUR PODCAST EPISODE
Ruth, Rebecca and Vikki talk legacy, creating memories, working with tenants on benefits and so much more!
Work with Legacy Guardians in 2 ways…
1. Do it Yourself
We want to help everyone get their act together so we offer lots of free tools to get you started.
Just answer various yes or no questions to get started
We will then send you:
- Your Legacy Complexity Score
- An Essentials Checklist
- A Property Investors Checklist
- Business & Investments Checklist
2. Get a Legacy Guardian
Don’t wait to protect your family
Book your 15 minute discovery call with Vikki to get started on your Legendary Legacy Journey now.
Getting legacy documents in place can seem daunting when you have a portfolio. We created our Exclusive Legendary Legacy Framework so nothing is missed.
We pride ourselves on transparency view our fees here.
Share Legacy Guardians
Fancy a new stream of income related to property?
We’re looking to create an army of Legacy Guardians across the UK – and we think you would make an excellent addition!
A perfect compliment to property sourcing, offer your investors Legacy Security as well as future growth!
There are two options you can:
- Become a Guardian: Register your interest and Vikki will be intouch for a no obligation chat.
- Become an Introducer: Recieve 20% profit share when you send us a new client.
How are we Different?
We are not just a Will Writer or Estate Planner. With the increasing digitisation of documents and financial systems it’s more complicated than ever to manage an estate. We’re here to help you clarify what you have and where it is. We then fill the gaps with our Legacy Framework, ensuring a smooth transition should you choose to retire, become ill or pass away.
Purpose Driven Advice
Generational Wealth is more than just financial; we want the future generation to inherit a better place to live. We’re focused on helping you plan to care for your people and the planet.
Complete Transparency
A Will is a Will, but every clients cirumstances are unique. As a member of the Institute of Professional Will Writers you can rest assured that we work to the highest standards.
Whole of Life Care
If you just want a Will or Trust, that’s not what we do. We’re here to care and protect our clients, their loved ones, and their assets; now and in the future… whatever it might hold
A Bit About Vikki…
Hi, I’m Vikki the founder of Legacy Guardians. As you can probably tell I’m not your normal Legacy Planner.
As an accredited landlord and business systems expert, I created Legacy Guardians to help families overcome the stressful and disjointed financial administration associated with a loved one passing away.
After helping my family through this difficult process, I realised that with more documents being switched to digital format it’s not as simple as finding someones “folder of doom” and working through things.
I decided there has to be a better way. One where you can have everything noted quickly and easily with a trusted guardian to take care of everything.
To me that is the ultimate peace of mind, and means you can continue to care for your family when they need it them most.
What you waiting for? Book a call with me today and we can start building your plan together.
Take care,
Vikki
Getting started is EASY!
Book a Free 15 Consultation
First we like to get a feel for you and an understanding of what you want to achieve. This is a special service reserved for clients who value expert care and guidance.
Legacy Framework
There are basics we all have to cover to protect our Legacy, including what to do with our digital assets. We walk you through all the steps required filling any gaps as we go.
Live Secure Dashboard
This is not just a tool reserved for death, with your live dashboard you can see your Net Worth at all times. Want to add an asset? See instantly how it will effect inheritance tax etc.
See what our clients have to say…
Less than 4 out of 10 Adults have a Will
But don't worry... we know it's never the right time to sort all that out.
Get in touch to find out more about our specialist legacy framework for ensuring continuous worry-free generational wealth.