About Us
Legacy Estate Planning was founded on the belief that estate planning is about more than just managing assets—it’s about preserving your legacy. Our journey began with a simple mission: to provide families with the guidance they need to make informed decisions and protect their loved ones. Today, we continue that mission by offering personalized, comprehensive estate planning services to individuals and families alike.
Mission, Vision, and Values
Mission
To empower individuals and families to secure their future and protect their legacy with expert estate planning services.
Vision
A world where every family has the peace of mind knowing their legacy is preserved for future generations.
Values
Integrity: We uphold the highest standards of honesty and ethics in our work.
Compassion: We understand the sensitive nature of estate planning and handle every case with care.
Excellence: We strive to exceed expectations through personalized service and expert guidance.
Our Approach
At Legacy Estate Planning, we take a holistic approach to estate planning, considering all aspects of your life, values, and legacy. We work closely with you to develop a plan that not only addresses your financial needs but also reflects your personal values and wishes.
Our Community Involvement
Giving back is at the heart of what we do. Legacy Estate Planning is proud to support local charities, community initiatives, and educational programs that make a positive impact.
Our Office and Locations
Visit us at one of our convenient locations. Our offices are designed to provide a welcoming and comfortable environment where you can discuss your estate planning needs with confidence.
6136 Frisco Square Suite 400, Frisco TX 75035
READY TO plan your future?
Discover how Legacy Estate Planning can help you secure your future.
Contact us today to learn more about our services or schedule a consultation.
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(615) 956-5996