Legacy Protected™ offers a deeper level of readiness support for clients with more complex organizational needs or who require additional time and coordination.

The service helps clients work through their readiness information, identify appropriate next steps, and connect with outside resources when necessary. 

What’s Included

• Up to four hours of consultation support
• Deeper checklist and readiness review
• Organization guidance
• Referral coordination when appropriate
• Access to Legacy Vault™ tools
• Maya™ plain-language guidance
• Opportunity to explore Legacy Vault Plus™

Who It’s For

Legacy Protected™ may be suitable for individuals and families who need more involved support, have multiple readiness concerns, or require help coordinating the next stage of their plan.

Get Deeper Readiness Support

Work with the Trowell House team to review your needs and identify the most appropriate support pathway.