Pratt Legacy Advisors in Belleve, WA


	Pratt Legacy Advisors Create a Legacy that Lasts for Generations Contact Us Get a Quote Follow0 Alan Pratt, Owner 400 108th Avenue NE, 610 Belleve, WA 98004 Click to call 1 2 3 4 5 0 Verified Reviews - 0 of 5.0 Rating history (0 Reviews - 0 of 5.0) Shows who have rated the content, and the rating score. Write your review here. (Required) Please consider the following: 1. Would you recommend this company? 2. What about this company do you like/dislike? 3. Why did you choose this rating? Submit This Anonymously Submit Cancel Write a Review Please authenticate first to post and/or edit reviews. Connect Connect Or Fill out the form below to submit the review. First name: Last name: Email: I am a ... Please give star rating (5 highest/1 lowest) 1 2 3 4 5 Rating field is required. Write your review here. (Required) Please consider the following: 1. Would you recommend this company? 2. What about this company do you like/dislike? 3. Why did you choose this rating? Submit This Anonymously Submit Cancel You are only authorized to leave one review per company. If you wish you can edit your review below. Please login to leave a review under those user credentials. Login Close

Pratt Legacy Advisors offers a unique and powerful, values based approach, called Legacy Planning from the Heart™. This approach helps you plan and manage your legacy, and positively impact you and your family for the rest of your life and beyond.

Alan Pratt, its founder, has over 30 years experience serving individuals and families in the Northwest. Today Pratt Legacy Advisors has helped hundreds of clients whose net worth ranges from $5 - 100 million. We work with a network of leading attorneys, accountants, investment specialists and others who advise high net worth individuals, to provide expert technical assistance when required.

With our process, Legacy Planning from the Heart™, families are validated, educated and motivated to author a legacy plan which reflects their shared core values. We simplify legacy planning issues to make planning understandable, effective, enlightening and exciting!

We bring clarity to an uncertain process.
Death, taxes and estate planning can be difficult subjects for families to discuss. Many individuals feel overwhelmed by the complexity of traditional estate planning methods. They fail to plan adequately or make decisions which create an added burden for family members.

Pratt Legacy Advisors believes that planning a legacy involves more than just updating your wills and minimizing taxes. A good legacy plan goes beyond conventional estate planning. It comes from knowing your values, living your values, and planning from your values.

We’ve developed a unique process called Legacy Planning from the Heart™ that will guide you to confident decisions. Your family is validated, educated and motivated to author a legacy plan which reflects your shared core values.

We make the legacy planning process understandable. We listen to you and propose solutions that are based on your goals and values and those of your family – solutions that effectively preserve and multiply your wealth during periods of transition. We make legacy planning understandable, effective, enlightening and exciting!

Envision the future.

We strive to build life-long relationships with you based on trust and integrity, and we encourage participation from your extended family members. Your legacy plan will reflect a lifetime of effort, pass on important values to your children and grandchildren, and magnify your philanthropic goals.

Start Planning Your Legacy

Watch our Legacy Planning from the Heart™ overview to learn more about the principles, process and benefit that values-based legacy planning offers you and your family.

Take our brief online assessment to determine if there are gaps in your legacy planning.

Contact Pratt Legacy Advisors today to schedule an appointment or sign up for one of our upcoming seminars.

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Pratt Legacy Advisors

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