Protect Your Legacy
Writing your will, creating a trust, or developing a complete estate plan can be overwhelming, requiring you to navigate legal unknowns. That’s why we created Legacy Trust & Wills, a team of expert estate attorneys that truly lean in, listen to your needs and tailor your will or estate plan, together with you.
You deserve a team that will always work to protect your legacy, today and tomorrow.
Start planning with us today.
Personalized Estate Planning
Do you own a house, have titled property, or investments? Are you married? Do you have children? Then you should be considering a personalized estate plan, beyond a simple will. Our estate attorneys work with families to create estate plans that truly protect them, their loved ones, and their assets if the unthinkable happens.
Estate Planning Services
Durable Power of Attorney
With strict government regulations forbidding anyone in the healthcare business from discussing your medical condition, the HIPPA Waiver enables your family and trusted friends to help you in difficult times. The absence of a HIPPA Waiver makes it increasingly difficult for loved ones to assist in times of need, whether in terms of insurance company communications or gathering neccessary details from your doctor.
A Personalized Process
Your will, trust or estate plan is important and requires a special touch. We pride ourselves on a process that helps us best understand you.
One of our paralegals will ask you some basic questions about your family life and finances to assist us in preparing for your first meeting. At Legacy, we take privacy very seriously, and maintain a high level of confidentiality for all information gathered.
Meet with one of our experienced attorneys, who will explain the process in plain English and help craft the plan that is right for you.
Customize your plan
Our team will go to work drafting the documents needed to create your plan. We’ll meet again to review them with you and when you are satisfied we’ll have you sign. That’s all there is to it.
Contact us to create your personal estate plan today!
Get In Touch
Estate planning is often a neglected part of financial planning because it can be uncomfortable. However, it shouldn’t be overlooked because it gives you the opportunity to decide your legacy.