Will Creation Program Pre-Proposal Meeting Recording 8.5.2026.docx

This is a pre-proposal meeting recording document for the City of Philadelphia's Will Creation Program, which supports legal services for participants in the city's homeownership initiatives. The program encompasses comprehensive estate planning and property succession assistance, including the preparation of legal documents and consultation services designed to facilitate wealth preservation and intergenerational property ownership. A pre-proposal meeting was conducted on August 5, 2026, with an associated meeting recording available for prospective vendors. Proposals for this legal services contract are due September 8, 2026. The contract term and specific contract value are to be established upon award, with no site-visit date specified in the available documentation.

Prospective vendors must meet Philadelphia's business requirements, including possession of a valid Commercial Activity License maintained for the preceding 18 months and a continuously staffed Philadelphia office, or alternatively commit to employing Philadelphia residents and performing work within the city. Vendors may qualify for positive evaluation consideration through Local Business Entity or Local Impact Certification by meeting specified criteria related to business income tax filings and principal place of business location. Submission requirements include proof of business registration, insurance certificates, financial statements, and references. Vendors holding diversity certifications including LGBTBE, MBE, WBE, DSBE, or DBE designations may voluntarily submit related applicant opportunity data as part of their proposals.