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Schedule A Call!

Legacy Wealth Plan™

Thank you for your interest in Obsidian's Legacy Wealth Plan. Below is the getting started and what to expect steps.

To Get Started Here Is What You Can Expect:

Step 1: Complete the form below and walk through the registration process.

Step 2: Once you have registered, a Service Agreement will be sent to you to review and esign.

Step 3: You will wire the donation to the wire instructions inside the Service Agreement

Step 4: You will click a link to schedule your "KICK OFF SESSION"

Got questions? Email them to us at [email protected]