One of the key elements in creating
your
LEGACY DISK project is
the enjoyable process of getting acquainted.
When you entrust us to tell your life
story or that of a loved one, it is
important we work together to ensure
that the story is told to its utmost.
Weve developed an exploratory
protocol that makes getting
to the heart of your story straightforward
and fun. That process begins after
youve made your initial payment
when you fill out your LEGACY
QUESTIONNAIRE. This simple and
easy-to-complete form helps us begin
to get to know you or your loved
ones. Once we receive your completed
questionnaire, youll then
be contacted via e-mail by one of
our LEGACY
ADVISORS, who will have a few
more questions for you to answer,
some of which you might want to
share with fellow family members.
When youve provided this
additional information, well
begin to polish what we think your
story might be. At that point, well
work together to schedule your complimentary
30-minute phone call. Its
during that call that youll
begin to get acquainted with your
LEGACY ADVISOR who will work
with you and, if you desire, other
members of your family whom you
might wish to include on the call,
to finalize the key components of
your story and also to schedule
your LEGACY
DAY interview.
Following this simple three-step
process ensures that your finished
LEGACY DISK is everything
you and your family want it to be
now and for generations to come.