Legacies simplified

Founded by a team of creatives and attorneys, Proxima is the first e-learning company to provide individuals and attorneys with unique legacy planning content, helping people prepare for what’s to come and supporting them throughout the trust settlement process.

We know legacy planning can seem dreary and confusing, which is why we keep it simple, light and engaging. We share our expertise without ego, delivering plain English explanations, memorable visualizations and practical tools to help people define their goals, understand their responsibilities and evaluate their options. This way, they feel more confident when creating their own plan or managing the plan of a loved one.