The Legacy Planning Mastermind
Add the Most Powerful Conversation in Finance to Your Business with our 2 day in-person mastermind
The Legacy Planning Mastermind
Add the Most Powerful Conversation in Finance to Your Business with our 2 day in-person mastermind
What is The Legacy Planning Mastermind?
The Legacy Planning Mastermind is a two day, small group, in-person experience designed to implement the The Legacy Planning Process™ in your business and inspire you to lead your team and clients with excellence.
Live training on how to implement the The Legacy Planning Process™ in your business, A-Z.
We provide over 10 years of industry experience and allow you to practice what you learn, in real time.
We empower and inspire you through custom marketing, lead generation, and referral enhancement.
Mastermind with our team, guest speakers and peers.
What is The Legacy Planning Mastermind?
The Legacy Planning Mastermind is a two day, small group, in-person experience designed to implement the The Legacy Planning Process™ in your business and inspire you to lead your team and clients with excellence.
Live training on how to implement the The Legacy Planning Process™ in your business, A-Z.
We provide over 10 years of industry experience and allow you to practice what you learn, in real time.
We empower and inspire you through custom marketing, lead generation, and referral enhancement.
Mastermind with our team, guest speakers and peers.
Legacy Planning Mastermind Details
DATE:
Wednesday & Thursday
November 5-6, 2025
LOCATION:
LegacyLock Headquarters Utah
Our Next Legacy Planning Mastermind Details
DATE:
Wednesday & Thursday
February 18 - 19, 2026
LOCATION:
LegacyLock Headquarters Utah
The Proven 3-Step Legacy Planning Process™
The Legacy Planning Process™ is everything traditional estate planning isn’t—but your clients wish it was. This turnkey 3‑step system makes it easy for you to deliver a clear, confident estate planning experience. It removes complexity and legal overwhelm, giving you a simple, repeatable way to protect your clients’ legacies, deepen relationships, and grow your practice.
The Proven 3-Step Legacy Planning Process™
The Legacy Planning Process™ is everything traditional estate planning isn’t—but your clients wish it was. This turnkey 3‑step system makes it easy for you to deliver a clear, confident estate planning experience. It removes complexity and legal overwhelm, giving you a simple, repeatable way to protect your clients’ legacies, deepen relationships, and grow your practice.
Create Customized
Estate Documents
With your client, so you're
the one delivering real value.
Fund The
Trust Correctly
Ensure it's properly funded,
so your planning protects.
Asset Protection & Optimization
Add holistic value while reinforcing
your role as the trusted advisor.
"The Legacy Planning Process™ is everything estate planning is not, but should be.”
- Court Pitcher
Co-Founder of LegacyLock
"The Legacy Planning Process™ is everything estate planning is not, but should be.”
- Court Pitcher
Co-Founder of LegacyLock
Office: 1234 S Power Rd #101 Mesa, AZ 85206
Email: [email protected]
Policies
Legal documents written by Attorneys. Do-it-yourself estate document software licensed from Estate Documents Pro, LLC. This site provides general information about legal topics. MyLegacyLock.com and My Legacy Lock LLC, and Estate Documents Pro, LLC are not law firms and do not provide legal or tax advice. This site, and the products available on this site, are not a substitute for the advice of an attorney. You should consult with an attorney and tax advisor licensed to practice in your state for advice if you have questions about your specific circumstances.