Legacy Planning & Management

• Legacy intention capture (who/what must be protected, time horizons, dependency map).
• Legacy structure mapping: clarify what the client intends to protect (dependents, assets, obligations) and what outcomes must be sustained (education, housing, continuity, philanthropy, business interests). 
• Trust/estate pathway design (fit-for-purpose approach based on client profile: Africa-based, diaspora, asset location, family complexity).
• High-level asset continuity logic:  define access principles (who may access what, when, and under what conditions e.g., age milestones, education triggers, guardianship provisions).
• Documentation roadmap and coordination with licensed legal, tax, and fiduciary professionals where required.

Trust formation, and fiduciary roles are performed by appropriately licensed professionals engaged directly by the client. 

• Current coverage assessment (self, spouse, children, dependents).
• Gap analysis: outpatient/inpatient, emergency, maternity, chronic care, specialist access, geographic coverage (local vs international).
• Define minimum viable coverage baseline + upgrade options (tiered, practical, affordable).
• Claims/readiness guidance: documents to keep, escalation steps, and annual renewal checks.

 All policy selection, underwriting, and execution are conducted directly with licensed insurance providers or brokers. 

• Dependency and obligation mapping (education, household, caregiving obligations, liabilities).
• Coverage consideration framework (income replacement horizon, dependents’ timelines, essential obligations).
• Beneficiary intent mapping (aligned legacy priorities).
• Practical implementation roadmap and coordination with licensed providers where required.

 Final policy structuring and issuance are handled directly by licensed insurance providers. 

• Current pension readiness assessment (formal pension, voluntary contributions, gaps). If client is salaried: integrate employer pension with personal top-ups and retirement goals. If client is self-employed/entrepreneur: design a retirement pathway framework that is independent of business cashflow volatility
• Where suitable, use micro-pension as an accessible entry route (start-small, consistent contributions)
• Retirement pathway framework: salaried vs self-employed vs entrepreneurial realities; estimate retirement age preferences, anticipated obligations, healthcare realities, and lifestyle expectations.
• Contribution discipline guidance: minimum viable contribution approach + escalation principles.
• Micro-pension suitability (where applicable as an entry pathway) 
• Annual review cadence to update the plan as life changes (children, relocation, income shifts).

 All pension account setup, fund selection, and contributions are managed directly through licensed pension administrators. 

Legacy Book Production 

• Concept note + positioning
• Chapter outline
• Interview-led drafting (“client speaks, we scribe”)
• Editing rounds and final manuscript
• Cover brief + back cover copy + author bio
• Launch/distribution brief (optional)

 Legacy Video Documentary Production  

• Story treatment + narrative arc
• Interview guide and filming checklist
• Script outline (short and/or feature)
• Edited film + trailer + cut-down social clips
• Subtitles and permissions/release checklist

 Legacy Magazine Production  

• Editorial strategy + table of contents
• Feature articles/interviews (written)
• Layout-ready copy + design brief
• Final digital magazine (PDF) + print-ready files (optional)
• Optional cadence plan (one-off signature issue vs annual edition)