The Audience
Composed for principals. Held for families. Read by the next generation.
The principal
Legatus.esq™ is composed for the principal whose estate carries weight that a single-form will cannot hold. A founder whose company is still operating. A patriarch or matriarch whose family spans more than one faith tradition, more than one jurisdiction, or more than one set of dependants whose needs do not look alike. A second-generation principal who inherited an architecture that no longer fits and must compose the next one before transferring it forward.
The family
The composition is drafted for the family as it actually is — including the heirs whose relationship to the principal is complicated, including the dependants who are not heirs, including the philanthropic intentions that should outlive the estate itself. The drafting room does not ask the principal to simplify the family for the sake of the form. The form is composed around the family.
The next generation
The instruments that leave this room are written to be read — not only by the executor and the trustee on the day of transfer, but by the next generation, in years when the principal is no longer in the room to explain what was meant. Plain composition is a discipline of respect for the readers who are not yet at the table.
Legatus is by invitation. An inquiry begins the conversation; it does not commit either party to anything that follows.
Inquiry into a Legatus Invitation — for the principal considering whether the drafting room is the right room for the estate now being composed. A note of introduction, in whatever measure feels right; the practice will reply in kind.
Request for a private audience — for the principal who has read enough and would prefer to continue the conversation in counsel's voice. A note naming the question at hand is sufficient; the audience is composed around it.
A note to the drafting room is received upon the presentation of an invitation composed by counsel.