Services
Legacy Estate Planning offers a full range of estate planning services designed to help you protect your assets, provide for your loved ones, and leave a lasting legacy. Our personalized approach ensures that your plan reflects your unique needs
Our Services
Wills and Trusts
A will or trust is the cornerstone of any estate plan. We help you create legally binding documents that outline your wishes for asset distribution, guardianship, and more, ensuring your legacy is protected according to your terms.
Business Succession Planning
Planning for the future of your business is essential to ensure its continued success. Our business succession planning services provide detailed strategies for leadership transition, ownership transfer, and protecting your company’s legacy.
Philanthropic Planning
Incorporate charitable giving into your estate plan with our philanthropic planning services. We help you establish donor-advised funds, charitable trusts, and other structures that align with your values and maximize your impact.
Health Care Directives and Powers of Attorney
Ensure that your medical and financial decisions are made by someone you trust if you are unable to do so. Our health care directives and powers of attorney services provide peace of mind for you and your loved ones.
Ethical Wills and Family Governance
Ethical wills are non-legal documents that convey your values, beliefs, and life lessons to future generations. Our family governance services help you establish traditions and governance structures that guide your family for years to come.
Additional Services
We also offer probate assistance, asset protection planning, and financial planning services to provide comprehensive support for all your estate planning needs.
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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