Your Living Legacy is telling who is important to you, what is important to you, while you are still alive to do it.
Legenis is the first and only business dedicated to enriching the lives of Australians through building Structured Living Legacies.
Legenis partners with professional advisers and their clients to develop multidisciplinary structures for legacy planning and to establish and provide the ongoing administration of Charitable Trusts in the form of Family Foundations (known as Prescribed Private Funds or PPFs), and Public Foundations for corporate entities.
We also offer the online values identification process called valgenics®, as well as books, creative planning tools such as Legacy Questionnaires and the LegacyTree®, an estate and legacy planning journal for families.
Our unique process integrates multidisciplinary skills of financial planning, with the estate planning skills provided by lawyers and accountants, products and services, to meet the complex needs of our clients across all six value categories of life balance.