Estate Planning

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Let Us Help You Find Your Path to Protection and Peace of Mind

With over over 20 years of legal experience, we provide valuable education and personalized guidance to establish your unique path to protection and peace of mind. Whether it’s drafting a will, establishing financial and healthcare powers of attorney or creating a trust, we are here to help identify your goals, resolve any concerns you have, document your wishes and keep your plan up to date.

estate planning services

Estate Planning Services

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Wills

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Trusts

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Financial Powers of Attorney

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Health Care Powers of Attorney

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Living Wills

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Five Wishes

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Funeral / Burial Wishes

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Family History / Legacy Letters

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Asset Alignment / Funding Your Plan

Why Is It Important?

It ensures that your minor children are cared for, your finances and  health care are managed, if you can’t manage them for yourself, taxes are minimized and that your assets are distributed to who you want, when you want and how you want. By creating a comprehensive estate plan, you are not only securing the financial future of your family but also providing them with peace of mind during a difficult time.

Estate planning involves documenting your wishes for important life events such as incapacity, end-of-life, and asset distribution. It ensures that your minor children are cared for, finances and health care are managed, taxes are minimized and legal challenges avoided.

Ultimately, estate planning is a way to show your care and concern for your loved ones by making sure they are provided for and protected according to your wishes. It is a lovingly responsible act that brings comfort and security to you and your loved ones now and in the future.

Our Process & Fees

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1

You reach out to us to schedule your complimentary Sharing & Education Conversation either in our office, in your home or virtually.

2

You create your Legacy Architects Client Vault by providing us with information about you, your loved ones and your assets in preparation for our upcoming conversation.

3

We meet where you are comfortable so you can share your family’s story with us, discuss your goals and concerns about estate planning and we can review your options for planning.

4

You determine which path to protection and peace of mind is right for you. Click on the link below to view our current Fee Schedule detailing each of our three main comprehensive estate plans.

Fee Schedule

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What Our Clients Are Saying About Us

Browse our client reviews and learn how our services have helped them.

Reach Out To Schedule Your Complimentary Sharing & Education Conversation Today

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Please let us know if you have any specific concerns you wish to address during our conversation.