Life & Legacy Resource Center
FEE STRUCTURE
Welcome to Quraishi Law & Wealth’s Life & Legacy Resource Center. Congratulations on completing your estate plan!
Watch the video to hear a little more about how this resource center can help you leave a lasting legacy.
Thank you for choosing and trusting Quraishi Law and Wealth.
The Key to Leaving a Lasting Legacy
We aren't like most other financial planners. We are an independent financial firm offering a wide variety of financial services and products.
Independent Firm
It's our responsibility to evaluate and assess your financial situation and only make recommendations that have your financial goals in mind.
We get paid in two ways.
First, we charge a one-time flat fee for your initial plan.
Second, we charge an advisory fee for providing custom, well-designed portfolios tailored to your own individual risk and for ongoing financial planning.
We do not receive commissions for buying or selling stocks or mutual funds.
Moreover, we do not receive any back-end or trail fees from mutual fund companies. We do not charge on performance, or on the types of securities or positions in your investment account.
We aim to keep our interests aligned with yours: as your account grows, so do we.
Wealth Management
We specially tailor investment strategies and plans to your unique situation, goals, and investment personality.
We understand there are some things you can’t control, but some things you can. One of the things you can control are the fees you have to pay. We want to be right up front and have transparency in how we get paid for the time, experience, knowledge and work on your behalf.
Retirement Planning
While there are many things that are unique to you and your retirement planning, we have also found a lot of common concerns like; not running out of money, not overpaying taxes, and not losing money. We work together to develop a plan that helps instill confidence and not concern.
Advisory Services
We administer a 1.00% to 1.50% annual advisory fee on all managed accounts held at Altruist, depending on the size of the household accounts.
Legal Planning
All estate planning and asset protection planning services are billed at a flat fee, not hourly, so you know exactly how much this type of planning will cost upfront, with no surprises.
For many of our wealth clients, certain estate planning packages are included at no additional cost as part of their "Advisory Services" fee.
Your Meaning Legacy
by Laura Roser
Peace of Mind Planner
Create a Thriving Family Legacy
by Jeff Rogers
Legacy Journal:
A Generational Story
StoryWorth
Storyworth books are designed to last for generations to come. Once a week, choose a question. Then reply with your answer. At the end of the year, your stories are bound into a keepsake book.
Legacy Digital
Legacy Digital is a private cloud-based platform that showcases your entire family story in one place. This private website allows your loved ones to connect and share the stories that made your family what it is today.
LegacyBox
LegacyBox is the all-in-one kit that makes it easy to digitize your home movies and photos. Send your Legacybox, filled with old home movies and pictures. Get back digital copies that protect your memories from floods, mold, even the decay of time. It's like magic.
Remento
Remento turns memories into an interactive storybook. Anyone can select prompts or add photos. Then, each week you record your reflection from your device. Remento's Speech-to-StoryTM technology turns recordings into written stories. No writing required.
LegacyBox
StoryKeeper helps to create a beautifully crafted life story book that encapsulates the essence of your journey. Whether it’s your own autobiography or a family member's memory book, StoryKeeper provides the guidance you need to weave together the threads of a life into a compelling narrative.
Remento
My Stories Matter is an easy-to-use solution to help you recollect, preserve, and share life stories and memories. Whether you want to reminisce online, create a life stories book on your own, or use their concierge interviews service, My Stories Matter is a way to keep your legacy alive.
Google Drive
Use Google Drive to upload precious images and videos. Make sure you share the files with loved ones so they have access to them!
Google Docs
Use Google Docs (or Microsoft Word) to write family stories, histories, memories, etc. Make sure you share the files with loved ones so they also have access to them!
It’s wise to create a list of your online accounts, including banking, investments, social media, and various digital logins. Identify the location of each item and any passwords or other information needed to access it. Specify what you want done with each account in the event you can no longer manage it yourself. Make sure you keep the list updated and make sure the person you choose to manage them can access it.
Use a service such as LastPass or Keeper, to keep all of your passwords in one spot.
Facebook offers a setting called the "Legacy Contact." This is someone you choose to look after your profile after you've passed away.
Gmail, Google & Youtube
