Answer a few quick questions to uncover hidden gaps in your financial and estate plan — all in under 5 minutes. It’s completely free, and it could reveal critical risks you didn’t know existed.
“Protect what can go wrong, so you can have the luxury to invest in what will go right.”
The Bridge Plan™ is our proprietary audit tool designed to uncover blind spots in your current planning. It only takes a few minutes — but the insights can last a lifetime.
Clarify Your Plan
See what’s in place — and what’s missing.
Identify Estate Risks
See where your plan may fall short.
Align Your Advisors
Ensure legal and financial teams are coordinated.
Map Next Steps
Get a clear, personalized action path.
How it Works
How the Bridge Plan™ Works
It’s a simple 3-step process designed to give you fast, meaningful insight into your legacy plan — without the overwhelm or obligation.
Takes about 5 minutes. Your info is private and secure.
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Benefit
What You’ll Walk Away With
After completing your LegacyCheck™, you’ll receive a clear snapshot of where your current plan stands — what’s working, what’s at risk, and exactly what to do next.
Summary of your plan’s strengths
Identified gaps or weak points
Personalized recommendations
Option to schedule a free 15-min call
FAQs
Common Questions
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FAQ Section
1. What is The Bridge Plan™?+
It’s a quick, smart assessment that helps uncover risks and gaps in your current estate and financial plan. It takes about 5 minutes and is completely free.
2. Who is Legacy Bridge Wealth for?+
Legacy Bridge Wealth is for individuals looking to secure their financial future with a well-designed estate and wealth management plan.
3. Do you coordinate with my existing advisors?+
Yes, we work closely with your existing advisors to ensure a comprehensive and collaborative approach to your financial and estate planning.
4. Is this a one-time plan or ongoing relationship?+
Our plans are tailored to your needs and can either be one-time or part of an ongoing relationship, depending on what suits your financial goals.
5. What does the free audit include?+
The free audit includes a review of your current financial and estate plans, identifying potential risks, gaps, and areas for improvement.
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