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Welcome Legacy and Maintenance Members

Access your documents and resources with our easy online portal.
Planning with Purpose Member Portal
Access your estate planning documents and more

Log in to our member portal to access your documents and resources and stay current on your current wealth management plans.

Schedule a meeting to become a member and build a relationship with our team of experienced estate planners.

Expertise for every stage of estate planning
We provide relationship-based estate, trust, and will services across Washington state.