Legacy discovery
Guided intake that captures family structure, goals, and existing documents.
The Purple Ninja
Legacy Planning
Plan. Transfer. Continue.
Estate planning, succession planning, generational wealth transfer, and continuity — coordinated with estate and legal professionals.
01 · The client’s problem
Most families intend to plan. Far fewer finish.
Estate documents are often outdated, business succession is undocumented, and heirs may not know where anything is. When the plan isn’t coordinated with the rest of the family’s finances, the transition can be harder than it needs to be — and the advisor relationship often doesn’t survive it.
- Estate documents drafted years ago and never revisited
- No written plan for business succession
- Heirs who have never met the family’s advisor
- Charitable intentions without a structure to support them
02 · How the advisor identifies the opportunity
Signals worth a conversation.
You already know your clients. These are common indicators that a legacy planning review may be worth discussing.
- A client is approaching retirement or a business exit
- Estate documents are more than a few years old
- A major life event: marriage, divorce, birth, or death
- Adult children who aren’t yet connected to the advisor
- Interest in philanthropy or family governance
03 · What MyTaxNinjas provides
The coordination behind the conversation.
Estate & legal coordination
Coordination with estate attorneys and professionals who advise on and draft the appropriate documents.
Succession workflows
Organized steps for business owners planning a transition, coordinated with their professionals.
Family document organization
A central place for key documents so the plan is accessible when it matters.
MyTaxNinjas does not provide tax or legal advice directly. Advice is provided by independent, appropriately licensed professionals. Scope of services depends on the partner agreement.
04 · The client experience
One relationship. A coordinated outcome.
Your client works with you. Behind the scenes, the work is organized and coordinated.
- Confidence that their intentions are documented
- A process that respects family dynamics and privacy
- Coordination across attorneys, advisors, and family members
- An advisor relationship that can extend to the next generation
Stop Competing on Investment Performance Alone.
Become the advisor who brings the complete family office solution.