WE ARE HERE FOR THE
(noun)
Someone who built something worth passing on, and does what is needed to make sure it actually reaches the people they built it for.
Your children and grandchildren will need what you leave them more than you ever needed what you were left. Ninety percent of it never gets there. We exist to change that.
WHY WE ARE DIFFERENT
For most people, estate planning and inheritance don't bring up warm feelings. We think of the siblings who stopped speaking. The business that fell apart without its founder. The family home being sold to fund care when it didn't need to be. The wishes that couldn't be honoured because no one had the right paperwork, or the right conversation.
Sadly, these are not rare tragedies. They are the predictable outcome of treating inheritance as a one time transaction rather than an ongoing conversation.
Because then, inheritance planning becomes one of the most powerful ways to bring a family closer together.
WHY THIS MATTERS
Please read that again.
Inheritance, of all kinds, matters more now than it ever has. For many families, financial inheritance is the difference between long-term stability and long-term struggle. So when wealth transfers come with a 90% failure rate, there is a serious problem.
Here is the part nobody else is telling you. In the largest study of its kind, Roy Williams and Vic Preisser followed 3,250 American families through the transfer of their wealth. They found that where transfers failed:
Therefore, 97% of wealth transfer failures have nothing to do with the legal documents. And yet almost the entire estate planning industry is completely focused on the legal and structural side.
Source: Roy Williams and Vic Preisser, Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values (2003), a twenty-year study of 3,250 families in the United States. We have found no comparable UK research, which is one of the reasons our own study is now under way.
That is why Legacy Creators exists.
Your legal documentation is just step one. From there, we are in your corner for life with our innovative tools and systems that make your family richer in all the ways that matter.
WHY TRUST FIRST?
The legal kind. Wills, family Trust structures, LPAs, succession architecture, the financial planning that holds the wealth in place.
And the relational kind. The conversations. The alignment. The stewardship culture that ensures the next generation knows what they have inherited, why it matters, and how to carry it forward.
Most planning does the first without the second. That is exactly why so many wealth transfer failures happen.
We do joined-up planning. People are joined up. Legal and financial structures are joined up. And the two halves are joined up to each other.
Wealth without wisdom doesn't last. Wisdom without structure can't be passed on. We protect both.
THE TWO PATHS
THE WAY MOST FAMILIES DO IT
90% wealth transfer failure rate
One person, one decision, alone. No conversation around the table, with the people who really matter.
By a basic will writer or high street solicitor. Sometimes it's DIY. Usually a will. Maybe a vague pension nomination. 'Estate Planning' is mentally 'ticked off' the To Do list. Life continues.
The family doesn't know what is in it, where it is, or what it means. No relational trust built.
New marriages, new babies, new businesses, new losses. In fact, in many cases, the will can't even be found.
Long costly and stressful delays dealing with the Court of Protection and probate proceedings. Disputes. Taxes and costs that didn't have to be paid. Family homes that didn't need to be lost to pay for care. Relationships that didn't need to break down.
THE TRUST FIRST WAY
How wealth and wisdom get passed on
And implement a completely personalised solution to suit your circumstances.
Will. Trust/s. LPAs. Insurance. Tax planning. Business succession. Whatever YOU need.
In the right way, at the right time (determined by you with our guidance). To begin, every client receives our ContinUnity Conversation Cards, simple prompts that help your family have the conversations that matter most. Our wider ContinUnity membership, with educational videos for appointed people, regular Legacy Lounge sessions, the Live Forever Journal and family connection events, is coming soon.
Guided by professionals, a stewardship rhythm is established. Each life event is seen as a planning and connection moment.
And the next generation is ready to inherit and steward it for all those who follow.
Find out which path your family is currently on.
HOW WE WORK
Whether or not you already have estate planning in place, we recommend you start here.
Answer a few questions so we understand what you already have in place, who the important people in your life are, and how aligned things currently feel. We look at the whole picture and explain what is working, where the gaps are, and what the next steps look like. No jargon. No pressure. Complete clarity.
If you choose to work with us, we help you put everything you need in place so you can begin building the strongest short and long term plan for your family. Wills and Trusts, Lasting Power of Attorney, Life Insurance, Mortgages, Equity Release, Tax Planning, Business Succession and more. Everything integrated and joined up. Nothing overlooked.
We're always here when you need us. Through our partnership with ContinUnity, every advised Legacy Creators client receives ContinUnity Conversation Cards and the Live Forever Journal*, both of which are full of simple prompts that help you preserve and protect your family stories, values and life lessons and to help your family have the conversations that matter most. You will also receive free membership to ContinUnity, with regular live Legacy Lounge sessions, 'Beyond': the AI Memoir-Writing Guide and a unique five-minutes-a-day family operating system.
*Does not apply to our guided LPA service.
SISTER COMPANY
ContinUnity is the AI-assisted operating system that ensures your family stays connected, your business is not dependent on you alone, and your stories and values are preserved and passed forward. Five minutes a day.
Liberation · Longevity · Legacy
WHO WE WORK WITH
They've all built something they want their family to benefit from for generations to come and don't want the 90% failure rate to be part of their family's story.
You don't need to be wealthy to need this. You just need to have something you want to pass on to someone you love.
YOUR FAMILY. YOUR LEGACY.
The Free Review takes a few minutes of your time.
020 3376 7910 — Monday to Friday, 9am to 6pm