The Legacy Navigator: Guiding Families Through Life’s Most Important Transitions

The Legacy Navigator is Moors & Cabot’s dedicated process to help clients, families, and fiduciaries manage the complexities of legacy and estate planning. Unlike traditional firms that focus only on transactions, our advisors support executors, beneficiaries, trustees, and loved ones with compassionate guidance and practical resources. Our toolkit provides clear insights into the do’s and don’ts of legacy planning, helping families avoid common pitfalls and make informed decisions when it matters most. With the Legacy Navigator, you gain more than a plan—you gain a partner who will walk alongside you through one of life’s most important transitions.