Legacy Life Transitions Code of Ethics*


Our first duty is loyalty to the individual in transition. We will always provide services and recommendations based on his or her needs and concerns, with respect for our client’s belongings and life expectations.


We will honor our clients’ feelings and perspectives and respect their right to determine their futures. If we determine to end service to our client, we will recommend other providers for whom he or she may receive assistance.


We will keep confidential any confidence that we are given or that we may learn. We will disclose information to others only with our client’s permission. Or, if we are compelled to do so by a belief that our client or other individuals will be seriously harmed by our silence. We will not use confidential information to benefit our firm.


We will strive to ensure cooperation among all individuals involved in providing services to our clients.


We will offer services only in those areas for which we are qualified and will accurately represent those qualifications both verbally and in written communication. When unable or unqualified to fulfill requests for services, we will recommend other qualified professionals.


We will refer our clients only to services and organizations we believe to be competent and appropriate to address their needs.


We will treat our clients with respect and compassion. We will respect our clients’ belongings, whatever their condition or material value, and will value their life experiences.


We will take responsibility and accountability for our actions and for the actions of our employees or individuals presented as part of our firm. We will assume responsibility to learn about and comply with all laws that pertain to our business.


We will serve our clients with integrity, competence and objectivity. We will accurately represent our services, both verbally and in writing. We will communicate our fees in advance and will provide a written contract that describes the services to be provided and our charging methodology.


We will not promote or sanction any form of discrimination.


We will further our knowledge through continuing education. We will support our profession by active participation in the National Association of Senior Move Managers, the American Society of Estate Liquidators and any other reputable organizations that are compassionate and professional. We encourage the ethical behavior of colleagues.

*Adapted from National Association of Senior Move Managers and American Society of Estate Liquidators, these of which we are members.