The contents of this website, and the services/resources provided by Apex Legacy Consultants, are not, nor are they intended to serve as, legal or financial advice.

Contacting us does not create a fiduciary or counseling relationship. Please do not send any confidential information to us until such time as a formal, contracted relationship has been established.

Information and opinions formed by Apex—including documents, forms, and illustrations created for clients—are for educational purposes only. Individuals who intend to enter into any binding agreement, including action taken on legacy plans provided by Apex, are advised to consult an attorney and/or financial professional.

Confidentiality

The work of Apex Legacy Consultants is strictly confidential. Apex will not share clients’ financial or charitable information with their sponsoring organization, family members, or other professionals, without written permission.