Back to Social Impact
An initiative of The Best Notary

Legacy Without Barriers

Expanding estate planning access and legal preparedness for BIPOC families.

A community-based legal access initiative designed to help Black, Indigenous, and other People of Color protect their loved ones, preserve decision-making authority, and begin planning for their long-term legacies.

100

BIPOC individuals & families served

50+

Powers of Attorney completed

11

Attorneys & notaries engaged

2

Pathways: execution-ready & planning-stage

The need

Powers of Attorney are delayed until a crisis has already happened.

Many families associate estate planning with substantial wealth or end-of-life planning. Essential documents such as Powers of Attorney are often postponed until a medical, financial, or caregiving crisis has already occurred.

A Power of Attorney allows a trusted person to manage defined financial or legal matters when someone is unavailable or unable to act. Obtaining one, however, may require navigating a series of barriers.

Common barriers

  • Attorney fees and unfamiliar legal terminology
  • Scheduling difficulties and technology gaps
  • Notarization logistics
  • Uncertainty about where to find trusted assistance

Who is most impacted

Caregivers, working families, older adults, immigrants, multilingual households, and communities historically underserved by legal and financial planning services.

Legacy Without Barriers reframes estate planning as an act of family care, preparation, dignity, and protection.

Pilot program

Power to Protect: a BIPOC estate planning clinic.

The inaugural virtual clinic will focus exclusively on Powers of Attorney. A single document type lets us create a consistent participant experience, measure completion rates, identify operational barriers, and refine the model before expanding.

Delivery

Hosted virtually via Zoom, with registration on Luma or a comparable platform.

  • 11 participating attorneys
  • 11 commissioned notaries
  • Community outreach & caregiver-engagement partners
  • Program leadership, marketing, operations & participant support
Pathway 1

Execution-ready

Participants arrive prepared, consult with an attorney, and complete signing and notarization when legally and practically appropriate — all in one session.

Pathway 2

Planning-stage

Participants receive education and an attorney consultation, then complete documents afterward with clearly defined next steps and continued-assistance referrals.

Every participant leaves with an educational toolkit explaining foundational estate planning documents and guidance on evaluating and hiring an estate planning attorney.

Pilot goals

Measurable legal outcomes and broader indicators of readiness.

Up to 100 BIPOC individuals and families registered or served
At least 50 completed and signed Powers of Attorney
11 attorneys and 11 notaries engaged
Attendance, consultation, and document completion rates
Participant confidence before and after the clinic
Participants seeking additional estate planning assistance
Identification of barriers preventing document completion

Every participant leaves with a clear understanding of Powers of Attorney, next steps for their own estate planning, and referrals to trusted attorneys and notaries for continued assistance.

Collaborative model

Complementary experience across community, legal, and execution.

Participant-facing communications come from trusted community partners wherever possible — strengthening participation and introducing the program through credible, familiar voices.

Stephanie Rosso, PhD

Program leadership, operational oversight, and estate planning access strategy.

The Best Notary

Coordinating attorneys, notaries, virtual appointments, and last-mile document execution.

Fiscal sponsorship

A fiscal sponsor accelerates access without building a new organization.

Legacy Without Barriers is ready to operate under the umbrella of a qualified fiscal sponsor. This model keeps resources focused on participants and legal outcomes while the sponsor provides the governance, compliance, and financial infrastructure required by funders and regulators.

What we are looking for

  • 501(c)(3) status to receive tax-deductible contributions and grants
  • Fiduciary and financial oversight, including grant funds management
  • Insurance and liability coverage appropriate to legal services programming
  • Compliance, reporting, and audit infrastructure for funded projects
  • Administrative backbone for contracts, payments, and vendor coordination
  • A shared commitment to expanding legal access in underserved communities

What the sponsor receives

A fully scoped pilot with clear deliverables, experienced program leadership, a trained legal-execution team, and a community outreach model designed to produce measurable outcomes. We bring the operational plan; the sponsor brings the organizational home.

For funders, this means a streamlined path to support a high-impact initiative without waiting for a new nonprofit to form.

Long-term vision

The foundation for a repeatable and scalable legal service model.

Recurring virtual and community-based estate planning clinics
Powers of Attorney, advance health care directives, wills, and trusts
Attorney-supervised legal education and document completion
Multilingual and culturally responsive programming
Training for notaries specializing in estate planning execution
Paid workforce opportunities from overlooked communities
Partnerships with banks, hospitals, employers, tribal and immigrant-serving organizations
Regional and national replication of the clinic model

Every family deserves access to the tools that protect the people they love.

A trusted, virtual, attorney-supported clinic can help 100 BIPOC families take meaningful steps toward legal preparedness — producing a service model, outcome data, and a foundation for scale.