To learn more about our membership program,
Please email: firstname.lastname@example.org or Contact us
Annual Family Planning Update Email and Form
Access to Referral Network. Services you can trust on the Peninsula.
One Free Deed for property.
Access to our Annual Tax Preparation - only for legal clients.
Tax Updates/Tracking. We will proactively monitor your estate plan and asset levels against changes in tax.
Secure Fraud Detection/Protection
Quarterly Curated Gifts from Peninsula Businesses
Give the Legacy of Estate Planning. Gifting of Wills/POA/HCD for children after 2 years of Legacy Membership.
Concierge/customized meeting locations.