Our Legacy Process
North Idaho Legacy Planning provides thoughtful, personalized services to protect your family, secure your future, and create a legacy that honors who you are.
We believe true wealth goes beyond numbers—it’s about protecting what matters most and building a legacy that reflects your values. We’re here to help you live with clarity and confidence today while ensuring your loved ones and your life’s work are safeguarded for generations to come.
Here’s how we help:
Our purpose-driven planning helps you secure your legacy with tailored legal documents, proper trust implementation, and proactive strategies to protect your family’s future.
Legacy Planning Documents
We believe your legacy deserves more than generic paperwork—it deserves legal documents thoughtfully crafted to honor your unique story, protect your loved ones in every situation, and ensure your wishes are carried out with clarity and precision. Our comprehensive legacy planning documents provide the legal foundation that helps transform your values, vision, and purpose into a lasting impact for generations to come.
-Revocable Living Trust
-Income-Only Trust Options
-A/B Trust Options for estate tax planning
-Spendthrift Provisions to protect beneficiaries
-Optional Sub-Trusts for children
-Certificate of Trust
-Last Will and Testament
-Financial Power of Attorney
-Healthcare Power of Attorney
-Living Will and Advanced Directives
Trust Funding and Implementation
A trust only works if it’s properly funded. We guide you through the entire funding process to help ensure your assets are correctly aligned with your estate plan.
-Customized funding of the established trust
Legacy Protection and Risk Assessment
Life brings unexpected events. We help identify and plan for risks that could threaten your financial security or your family’s future.
-Comprehensive Legacy Protection Assessment
-Planning for unexpected lawsuits
-Protection strategies for catastrophic health events
-Strategies for unexpected death scenarios
-Mitigating market risk and income volatility
-Evaluating unnecessary taxation risks
-Lifetime income process evaluation
North Idaho Legacy Planning partners with families who:
Own property and want to protect it for future generations.
Want confidence that their loved ones will be cared for, no matter what life brings.
Desire strategies to reduce unnecessary taxes and preserve wealth.
Want a lifetime financial plan they can rely on—one that accounts for inflation and ensures they won’t outlive their resources.
Believe they’re called to be value creators, not merely consumers.
See money as a tool to help them stay focused on their life’s greater purpose.
If you’re ready to align your wealth with what truly matters, we’re here to help you build a legacy that reflects who you are.
Innovation
Fresh, creative solutions.
Integrity
Honesty and transparency.
Excellence
Top-notch services.
What We Do:
Contact Jereme:
Usage:
Copyright 2025
JeremeRoodhouse.com. All Rights Reserved.