Done-For-You Legacy Essentials

What’s Included

Document Preparation – All required Texas Legacy Essentials documents completed on your behalf,

customized from your secure intake form, delivered as a ready-to-sign, notarization-ready packet.

Guidance & Instructions – Step-by-step signing and notarization guidance plus storage recommendations.

Delivery – Completed digital packet sent securely to your email, with optional printed packet shipping

available. Core Bundle access included.

Core Bundle Access – Print-This-First Checklist, Conversation Starter Guide, Email Templates, and

Walkthrough Video.

Premium Bonus – A copy of Secure Your Legacy book (digital or physical).

What Happens After Purchase

1. After purchasing, you’ll be redirected to complete your secure JotForm intake.

2. Our team reviews your submission and begins preparing your documents.

3. Completed forms are delivered via email within 3–5 business days.

4. You review, sign, and notarize as instructed.

5. Optional: receive a printed packet shipped directly to you.

Legal & Service Disclaimer

Set Apart Legacy Group, LLC provides general education and document readiness support services. We are not a

law firm and do not provide legal or insurance advice through this service. Licensed insurance guidance, if

applicable, is offered separately at no cost. Your purchase of this service does not create an attorney-client

relationship.

Set Apart Legacy Group, LLC