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Legato Wealth Management
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      • Meeting Checklists
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    • 70 Years and 214 Days
    • Tax Apportionment in Estate Planning
    • Beneficiary Designations and Resulting Trusts Revisited
    • Reviewing A Shareholder's Agreement
    • Part 1: Legacy Gifting Private Company Shares
    • Part 2: Legacy Gifting Private Company Shares
    • Life Insurance As Fixed Income Plus
    • Smooth Transitions
    • Reduce Estate Shrinkage
    • Take Time For Your Legacy
    • Protect Your GrandChildren
    • Another Asset Class
    • Take Five
    • Inheritance & Taxation
    • Cash Me If You Can
    • Think Wider
    • Succession Planning
    • Legato 3
    • Retirement Income
    • Look Across
    • Lest We Forget
    • Partners In Search For A Cure
Meeting With Legato
First meeting checklist and agenda. Also, information for parking at Legato's office:

​
​​Checklist for the first meeting with Legato
  • Arrange suitable date, time and location. ​
  • Provide each existing life and critical illness policies to Legato by email or bring to meeting.
  • Bring driver's license  for identification.
  • Take ten minutes to complete Legato's "Getting To Know You" client information summary here: online ​​
    • Or complete the booklet during the first meeting.
Review the Getting To Know You booklet
2022-legato-booklet-v22.pdf
File Size: 622 kb
File Type: pdf
Download File


When meeting at Legato office in Vancouver:
  • ​Location: 1678 West Broadway, Vancouver, BC - Suite 103.
  • Parking information can be found here. ​

Agenda for the first meeting with Legato:
  • Getting To Know You 
    • Bring driver's license and passport for identification.
    • Complete "Getting To Know You" booklet, if not done online.​
    • Discuss any medical history or concerns that may impact ability to be insured. 
    • Define relevant family, financial and insurance goals and objectives. 
  • Review Legato 1/2/3 strategies. 
  • Create and commit to action plan.
  • e-sign Legato Engagement Letter

Agenda for the second meeting with Legato: 
  • Review Legato 1/2/3 strategies. 
  • Review Legato solution alternatives
  • Complete application to one or more carriers for approval

Agenda for the settling meeting with Legato:​ 
  • Review Legato 1/2/3 strategies. 
  • ​Corporate Signing Authority Letter.
  • Multi-identification if not in person 
  • Banking payment information

Copyright 2023- Legato Wealth Management Inc. 

  • Home
  • About
    • Mission & Principles
    • Our People
    • Strategic Relationships
    • Community
    • Learning & Connecting
    • Contact
    • Meeting Legato >
      • Meeting Checklists
      • Parking
      • Review Online
  • Solutions
    • Creating & Distributing Wealth
    • Key Understandings
    • Legato Plans
    • Philanthropy
    • Steps to Legato1
    • Policy Search
    • Will Search
  • Articles
    • The Pair: Estate Freeze & Legato Plan
    • 70 Years and 214 Days
    • Tax Apportionment in Estate Planning
    • Beneficiary Designations and Resulting Trusts Revisited
    • Reviewing A Shareholder's Agreement
    • Part 1: Legacy Gifting Private Company Shares
    • Part 2: Legacy Gifting Private Company Shares
    • Life Insurance As Fixed Income Plus
    • Smooth Transitions
    • Reduce Estate Shrinkage
    • Take Time For Your Legacy
    • Protect Your GrandChildren
    • Another Asset Class
    • Take Five
    • Inheritance & Taxation
    • Cash Me If You Can
    • Think Wider
    • Succession Planning
    • Legato 3
    • Retirement Income
    • Look Across
    • Lest We Forget
    • Partners In Search For A Cure