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Legacy

Comprehensive Wealth Transfer Planning


This is the stage where actual asset transfer planning is developed after the Asset Record (Archive) has been established.

We support execution in collaboration with legal, tax, and accounting professionals, including will drafting, trust structuring, and cross-border succession of overseas assets.

Assets do not disappear simply because they are not actively managed.


However, without proper records, they may not be successfully passed on to the next generation.

Scope of Legacy

Will Planning


  • Review and drafting of will documents
  • Coordination with notarization
  • Connection with partner law firms

Trust Structuring


  • Review of asset protection trust structures
  • Design of beneficiary designation arrangements
  • Coordination of domestic and international trust structures

Cross-Border Succession of Overseas Assets


  • Structuring the transfer of overseas real estate
  • Planning the succession of equity in foreign entities
  • Coordination with international law firms

Integrated Tax and Accounting Planning


  • Inheritance and gift tax optimization strategies
  • Tax planning for equity transfers
  • Coordination with tax and accounting firms

Partner Network


A professional network coordinated through a single point of contact


The Legacy service consists of components directly handled by Heritage Partners, as well as elements executed in collaboration with specialized partner institutions.

Clients are not required to independently identify or coordinate with individual professionals. The entire process is managed through a single point of contact at Heritage Partners.


Partner Institutions


Korean law firms · U.S. law firms · Tax advisory firms · Accounting firms


SERVICE PROCESS

1

Structure Review


Based on the Archive records or the initial consultation, we identify asset structures that require transfer planning.

2

Planning Direction


We determine the necessary components—such as wills, trusts, and cross-border transfers—and assign the appropriate professional partners.

3

Partner Collaboration & Execution


The planned structure is implemented in coordination with legal, tax, and accounting partners.

4

Completion & Record Update


After the transfer is completed, Archive records are updated to reflect the current asset structure and preserve it in its latest form.

If the Asset Record (Archive) has not yet been completed, it is recommended to begin with Step 2: Archive before proceeding to Legacy.

The more complete and structured the records, the more accurate and efficient the transfer planning process becomes.


Step 3: Legacy 

Service Fee

$------  ~ 

Fees are determined upon consultation based on the asset structure and scope of planning; partner costs are included. 

Would you like to discuss comprehensive wealth transfer planning in confidence?



All consultations are conducted on a strictly confidential basis.
There is no need to disclose asset size or detailed information during the initial consultation.


All consultations begin with a confidential phone call with the managing attorney.