The ultimate membership for families serious about legacy.
Everything in Legacy β plus monthly 1-on-1 coaching with Portia, custom action plans, and concierge support.
The ultimate membership for families serious about legacy.
Everything in Legacy β plus monthly 1-on-1 coaching with Portia, custom action plans, and concierge support.
Join as a Founding Member β $197/mo
Monthly 1-on-1 Coaching
A private session with Portia Wood, Esq. every month. Your estate plan, your goals, your timeline β personalized guidance you wonβt find anywhere else.
Custom Action Plans
No generic templates. Your action plan is built around your familyβs specific situation, assets, and goals. Updated every quarter.
Concierge Support + Everything in Legacy
Advanced workshops, live Q&A, resource library, community, priority support β plus white-glove concierge assistance. Founding Member Pricing: $197/mo (Regular $297/mo after April 30th).
Portia Wood, Esq. β Estate planning attorney and founder of Legacy Wealth Institute. She created LWI to bring estate planning education to families who have historically been left out of the conversation.
This is our most comprehensive membership. Founding Member pricing ends April 30th.
Founding Member Pricing β $197/mo (Regular price: $297/mo after April 30th)
Become a Founding Member β $197/mo